Atwood & Palmer’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Hold |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $311K | Sell |
|
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $343K | Sell |
|
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $462K | Sell |
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|
2021
Q1 | $432K | Sell |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $246K | Hold |
|
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q4 | $623K | Hold |
|
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|
2019
Q3 | $584K | Sell |
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|
2019
Q2 | $595K | Sell |
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|
2019
Q1 | $646K | Hold |
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|
2018
Q4 | $616K | Hold |
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|
2018
Q3 | $703K | Sell |
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|
2018
Q2 | $749K | Sell |
|
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|
2018
Q1 | $1.11M | Sell |
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|
2017
Q4 | $1.47M | Sell |
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|
2017
Q3 | $1.48M | Sell |
|
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|
2017
Q2 | $1.6M | Buy |
|
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|
2017
Q1 | $1.27M | Sell |
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|
2016
Q4 | $1.27M | Sell |
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|
2016
Q3 | $1.29M | Sell |
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|
2016
Q2 | $1.4M | Hold |
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|
2016
Q1 | $1.43M | Sell |
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|
2015
Q4 | $1.75M | Buy |
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|
2015
Q3 | $1.6M | Hold |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $1.67M | Buy |
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|
2014
Q4 | $648K | Sell |
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|
2014
Q3 | $627K | Buy |
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|
2014
Q2 | $592K | Buy |
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|
2014
Q1 | $444K | Buy |
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|
2013
Q4 | $389K | Buy |
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|
2013
Q3 | $343K | Hold |
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|
2013
Q2 | $342K | Buy |
|