Atticus Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.7K | Buy |
1,094
+44
| +4% | +$3.53K | 0.02% | 257 |
|
|
2025
Q1 | $75.4K | Hold |
1,050
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $73.8K | Sell |
1,050
-416
| -28% | -$29.2K | 0.02% | 198 |
|
|
2024
Q3 | $82.8K | Buy |
1,466
+416
| +40% | +$23.5K | 0.03% | 188 |
|
|
2024
Q2 | $62.4K | Hold |
1,050
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $60.9K | Hold |
1,050
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $51.7K | Hold |
1,050
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $42.9K | Hold |
1,050
| – | – | 0.02% | 264 |
|
|
2023
Q2 | $44.8K | Hold |
1,050
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $39.2K | Sell |
1,050
-2,500
| -70% | -$93.5K | 0.02% | 272 |
|
|
2022
Q4 | $147K | Sell |
3,550
-60
| -2% | -$2.48K | 0.06% | 148 |
|
|
2022
Q3 | $141K | Hold |
3,610
| – | – | 0.07% | 140 |
|
|
2022
Q2 | $141K | Sell |
3,610
-1,050
| -23% | -$41K | 0.06% | 157 |
|
|
2022
Q1 | $226K | Buy |
4,660
+2,560
| +122% | +$124K | 0.08% | 136 |
|
|
2021
Q4 | $101K | Hold |
2,100
| – | – | 0.04% | 168 |
|
|
2021
Q3 | $97K | Hold |
2,100
| – | – | 0.04% | 172 |
|
|
2021
Q2 | $95K | Hold |
2,100
| – | – | 0.04% | 174 |
|
|
2021
Q1 | $82K | Hold |
2,100
| – | – | 0.04% | 172 |
|
|
2020
Q4 | $63K | Sell |
2,100
-1,245
| -37% | -$37.4K | 0.03% | 190 |
|
|
2020
Q3 | $79K | Sell |
3,345
-1,000
| -23% | -$23.6K | 0.05% | 150 |
|
|
2020
Q2 | $111K | Buy |
4,345
+938
| +28% | +$24K | 0.07% | 123 |
|
|
2020
Q1 | $98K | Sell |
3,407
-2,407
| -41% | -$69.2K | 0.08% | 119 |
|
|
2019
Q4 | $313K | Buy |
+5,814
| New | +$313K | 0.2% | 65 |
|