Atwood & Palmer’s Wells Fargo WFC Stock Holding History

Atwood & Palmer’s Portfolio WFC Stock Details WFC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy	3,156 +231	+8%	+$18.5K	0.02%	139
2025 Q1	$210K	Sell	2,925 -1,500	-34%	-$108K	0.01%	147
2024 Q4	$311K	Sell	4,425 -1,500	-25%	-$105K	0.02%	126
2024 Q3	$335K	Hold	5,925	–	–	0.02%	124
2024 Q2	$352K	Hold	5,925	–	–	0.03%	118
2024 Q1	$343K	Sell	5,925 -3,523	-37%	-$204K	0.03%	121
2023 Q4	$465K	Buy	9,448 +28	+0.3%	+$1.38K	0.04%	108
2023 Q3	$385K	Hold	9,420	–	–	0.03%	112
2023 Q2	$402K	Hold	9,420	–	–	0.04%	114
2023 Q1	$352K	Buy	9,420 +1,620	+21%	+$60.6K	0.03%	110
2022 Q4	$322K	Hold	7,800	–	–	0.03%	122
2022 Q3	$314K	Hold	7,800	–	–	0.03%	122
2022 Q2	$306K	Sell	7,800 -2,228	-22%	-$87.4K	0.03%	117
2022 Q1	$486K	Sell	10,028 -679	-6%	-$32.9K	0.04%	108
2021 Q4	$514K	Hold	10,707	–	–	0.04%	111
2021 Q3	$497K	Buy	10,707 +500	+5%	+$23.2K	0.04%	106
2021 Q2	$462K	Sell	10,207 -850	-8%	-$38.5K	0.04%	113
2021 Q1	$432K	Sell	11,057 -64	-0.6%	-$2.5K	0.04%	115
2020 Q4	$336K	Buy	11,121 +643	+6%	+$19.4K	0.04%	121
2020 Q3	$246K	Hold	10,478	–	–	0.03%	121
2020 Q2	$268K	Sell	10,478 -1,984	-16%	-$50.7K	0.04%	110
2020 Q1	$358K	Buy	12,462 +884	+8%	+$25.4K	0.06%	89
2019 Q4	$623K	Hold	11,578	–	–	0.08%	77
2019 Q3	$584K	Sell	11,578 -1,000	-8%	-$50.4K	0.08%	81
2019 Q2	$595K	Sell	12,578 -800	-6%	-$37.8K	0.08%	82
2019 Q1	$646K	Hold	13,378	–	–	0.09%	77
2018 Q4	$616K	Hold	13,378	–	–	0.1%	79
2018 Q3	$703K	Sell	13,378 -128	-0.9%	-$6.73K	0.09%	76
2018 Q2	$749K	Sell	13,506 -7,772	-37%	-$431K	0.1%	71
2018 Q1	$1.12M	Sell	21,278 -3,000	-12%	-$157K	0.16%	65
2017 Q4	$1.47M	Sell	24,278 -2,500	-9%	-$152K	0.21%	59
2017 Q3	$1.48M	Sell	26,778 -2,116	-7%	-$117K	0.21%	57
2017 Q2	$1.6M	Buy	28,894 +6,000	+26%	+$332K	0.25%	56
2017 Q1	$1.27M	Sell	22,894 -133	-0.6%	-$7.4K	0.2%	60
2016 Q4	$1.27M	Sell	23,027 -6,049	-21%	-$333K	0.23%	55
2016 Q3	$1.29M	Sell	29,076 -465	-2%	-$20.6K	0.23%	55
2016 Q2	$1.4M	Hold	29,541	–	–	0.25%	56
2016 Q1	$1.43M	Sell	29,541 -2,624	-8%	-$127K	0.25%	59
2015 Q4	$1.75M	Buy	32,165 +1,000	+3%	+$54.3K	0.33%	55
2015 Q3	$1.6M	Hold	31,165	–	–	0.31%	57
2015 Q2	$1.75M	Buy	31,165 +400	+1%	+$22.5K	0.32%	58
2015 Q1	$1.67M	Buy	30,765 +18,950	+160%	+$1.03M	0.3%	58
2014 Q4	$648K	Sell	11,815 -269	-2%	-$14.8K	0.12%	80
2014 Q3	$627K	Buy	12,084 +816	+7%	+$42.3K	0.12%	84
2014 Q2	$592K	Buy	11,268 +2,344	+26%	+$123K	0.16%	81
2014 Q1	$444K	Buy	8,924 +355	+4%	+$17.7K	0.1%	84
2013 Q4	$389K	Buy	8,569 +271	+3%	+$12.3K	0.1%	84
2013 Q3	$343K	Hold	8,298	–	–	0.09%	87
2013 Q2	$342K	Buy	+8,298	New	+$342K	0.09%	83