Wells Fargo’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $475K | Buy |
15,232
+3,286
| +28% | +$103K | ﹤0.01% | 3826 |
|
2025
Q1 | $343K | Buy |
11,946
+1,438
| +14% | +$41.3K | ﹤0.01% | 3910 |
|
2024
Q4 | $352K | Buy |
10,508
+2,289
| +28% | +$76.6K | ﹤0.01% | 3955 |
|
2024
Q3 | $258K | Buy |
8,219
+353
| +4% | +$11.1K | ﹤0.01% | 4024 |
|
2024
Q2 | $216K | Buy |
7,866
+1,615
| +26% | +$44.3K | ﹤0.01% | 4118 |
|
2024
Q1 | $150K | Buy |
6,251
+801
| +15% | +$19.2K | ﹤0.01% | 4287 |
|
2023
Q4 | $147K | Buy |
5,450
+1,076
| +25% | +$29K | ﹤0.01% | 4265 |
|
2023
Q3 | $75.3K | Sell |
4,374
-2,365
| -35% | -$40.7K | ﹤0.01% | 4610 |
|
2023
Q2 | $108K | Buy |
6,739
+1,570
| +30% | +$25.3K | ﹤0.01% | 4720 |
|
2023
Q1 | $91.4K | Sell |
5,169
-16,992
| -77% | -$301K | ﹤0.01% | 4570 |
|
2022
Q4 | $511K | Buy |
22,161
+22,099
| +35,644% | +$509K | ﹤0.01% | 3400 |
|
2022
Q3 | $1K | Sell |
62
-120
| -66% | -$1.94K | ﹤0.01% | 5927 |
|
2022
Q2 | $4K | Sell |
182
-12,427
| -99% | -$273K | ﹤0.01% | 5764 |
|
2022
Q1 | $227K | Sell |
12,609
-1,176
| -9% | -$21.2K | ﹤0.01% | 4609 |
|
2021
Q4 | $231K | Buy |
13,785
+7,514
| +120% | +$126K | ﹤0.01% | 4829 |
|
2021
Q3 | $100K | Sell |
6,271
-18,481
| -75% | -$295K | ﹤0.01% | 5086 |
|
2021
Q2 | $388K | Buy |
24,752
+13,712
| +124% | +$215K | ﹤0.01% | 4467 |
|
2021
Q1 | $183K | Sell |
11,040
-29,466
| -73% | -$488K | ﹤0.01% | 4876 |
|
2020
Q4 | $557K | Sell |
40,506
-55
| -0.1% | -$756 | ﹤0.01% | 4364 |
|
2020
Q3 | $429K | Sell |
40,561
-4,101
| -9% | -$43.4K | ﹤0.01% | 4347 |
|
2020
Q2 | $565K | Buy |
44,662
+6,150
| +16% | +$77.8K | ﹤0.01% | 4123 |
|
2020
Q1 | $417K | Buy |
38,512
+2,472
| +7% | +$26.8K | ﹤0.01% | 4044 |
|
2019
Q4 | $701K | Sell |
36,040
-25,964
| -42% | -$505K | ﹤0.01% | 4031 |
|
2019
Q3 | $993K | Buy |
62,004
+6,224
| +11% | +$99.7K | ﹤0.01% | 3778 |
|
2019
Q2 | $974K | Sell |
55,780
-1,256
| -2% | -$21.9K | ﹤0.01% | 3816 |
|
2019
Q1 | $892K | Sell |
57,036
-5,115
| -8% | -$80K | ﹤0.01% | 3921 |
|
2018
Q4 | $1.21M | Buy |
62,151
+54,514
| +714% | +$1.06M | ﹤0.01% | 3622 |
|
2018
Q3 | $147K | Buy |
+7,637
| New | +$147K | ﹤0.01% | 4963 |
|