Patton Albertson Miller Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $459K | Buy |
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|
2025
Q4 | $520K | Buy |
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|
2025
Q3 | $460K | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $990K | Hold |
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|
2024
Q4 | $969K | Hold |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $823K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Buy |
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