Patton Albertson Miller Group’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 | $1.11M | Buy |
13,912
+119
| +0.9% | +$9.53K | 0.15% | 113 |
|
|
2025
Q1 | $990K | Hold |
13,793
| – | – | 0.15% | 116 |
|
|
2024
Q4 | $969K | Hold |
13,793
| – | – | 0.13% | 116 |
|
|
2024
Q3 | $779K | Sell |
13,793
-65
| -0.5% | -$3.67K | 0.11% | 125 |
|
|
2024
Q2 | $823K | Buy |
13,858
+8,494
| +158% | +$504K | 0.12% | 119 |
|
|
2024
Q1 | $311K | Buy |
5,364
+237
| +5% | +$13.7K | 0.05% | 169 |
|
|
2023
Q4 | $252K | Sell |
5,127
-278
| -5% | -$13.7K | 0.04% | 185 |
|
|
2023
Q3 | $221K | Sell |
5,405
-222
| -4% | -$9.07K | 0.04% | 197 |
|
|
2023
Q2 | $240K | Sell |
5,627
-226
| -4% | -$9.65K | 0.05% | 194 |
|
|
2023
Q1 | $219K | Buy |
5,853
+300
| +5% | +$11.2K | 0.04% | 202 |
|
|
2022
Q4 | $229K | Sell |
5,553
-1,175
| -17% | -$48.5K | 0.04% | 198 |
|
|
2022
Q3 | $271K | Sell |
6,728
-506
| -7% | -$20.4K | 0.06% | 181 |
|
|
2022
Q2 | $283K | Sell |
7,234
-476
| -6% | -$18.6K | 0.06% | 187 |
|
|
2022
Q1 | $374K | Buy |
7,710
+202
| +3% | +$9.8K | 0.06% | 182 |
|
|
2021
Q4 | $360K | Buy |
7,508
+594
| +9% | +$28.5K | 0.06% | 204 |
|
|
2021
Q3 | $321K | Buy |
+6,914
| New | +$321K | 0.06% | 204 |
|
|
2018
Q4 | – | Sell |
-210
| Closed | -$11K | – | 266 |
|
|
2018
Q3 | $11K | Buy |
+210
| New | +$11K | 0.01% | 240 |
|