Wells Fargo’s AMES National ATLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
5,712
+434
| +8% | +$7.73K | ﹤0.01% | 4778 |
|
|
2025
Q1 | $92.5K | Buy |
5,278
+117
| +2% | +$2.05K | ﹤0.01% | 4695 |
|
|
2024
Q4 | $84.8K | Buy |
5,161
+1,124
| +28% | +$18.5K | ﹤0.01% | 4796 |
|
|
2024
Q3 | $73.6K | Buy |
4,037
+174
| +5% | +$3.17K | ﹤0.01% | 4788 |
|
|
2024
Q2 | $79.2K | Buy |
3,863
+814
| +27% | +$16.7K | ﹤0.01% | 4716 |
|
|
2024
Q1 | $61.5K | Buy |
3,049
+390
| +15% | +$7.87K | ﹤0.01% | 4792 |
|
|
2023
Q4 | $56.7K | Buy |
2,659
+522
| +24% | +$11.1K | ﹤0.01% | 4808 |
|
|
2023
Q3 | $35.4K | Sell |
2,137
-1,149
| -35% | -$19.1K | ﹤0.01% | 5000 |
|
|
2023
Q2 | $59.3K | Buy |
3,286
+2,822
| +608% | +$50.9K | ﹤0.01% | 5070 |
|
|
2023
Q1 | $9.66K | Buy |
464
+1
| +0.2% | +$21 | ﹤0.01% | 5550 |
|
|
2022
Q4 | $10.9K | Buy |
463
+401
| +647% | +$9.47K | ﹤0.01% | 5192 |
|
|
2022
Q3 | $1K | Sell |
62
-2
| -3% | -$32 | ﹤0.01% | 5936 |
|
|
2022
Q2 | $1K | Buy |
64
+7
| +12% | +$109 | ﹤0.01% | 6159 |
|
|
2022
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 6394 |
|
|
2021
Q4 | $1K | Buy |
57
+1
| +2% | +$18 | ﹤0.01% | 6399 |
|
|
2021
Q3 | $1K | Sell |
56
-3
| -5% | -$54 | ﹤0.01% | 6315 |
|
|
2021
Q2 | $1K | Sell |
59
-2,969
| -98% | -$50.3K | ﹤0.01% | 6275 |
|
|
2021
Q1 | $77K | Sell |
3,028
-19,153
| -86% | -$487K | ﹤0.01% | 5259 |
|
|
2020
Q4 | $533K | Sell |
22,181
-80
| -0.4% | -$1.92K | ﹤0.01% | 4391 |
|
|
2020
Q3 | $376K | Sell |
22,261
-2,003
| -8% | -$33.8K | ﹤0.01% | 4429 |
|
|
2020
Q2 | $478K | Buy |
24,264
+5,297
| +28% | +$104K | ﹤0.01% | 4240 |
|
|
2020
Q1 | $388K | Buy |
18,967
+1,263
| +7% | +$25.8K | ﹤0.01% | 4098 |
|
|
2019
Q4 | $497K | Sell |
17,704
-3,261
| -16% | -$91.5K | ﹤0.01% | 4272 |
|
|
2019
Q3 | $599K | Sell |
20,965
-877
| -4% | -$25.1K | ﹤0.01% | 4142 |
|
|
2019
Q2 | $592K | Sell |
21,842
-197
| -0.9% | -$5.34K | ﹤0.01% | 4166 |
|
|
2019
Q1 | $604K | Buy |
22,039
+4,958
| +29% | +$136K | ﹤0.01% | 4168 |
|
|
2018
Q4 | $434K | Buy |
17,081
+3,815
| +29% | +$96.9K | ﹤0.01% | 4290 |
|
|
2018
Q3 | $361K | Buy |
13,266
+180
| +1% | +$4.9K | ﹤0.01% | 4533 |
|
|
2018
Q2 | $403K | Buy |
13,086
+8
| +0.1% | +$246 | ﹤0.01% | 4499 |
|
|
2018
Q1 | $360K | Sell |
13,078
-61
| -0.5% | -$1.68K | ﹤0.01% | 4498 |
|
|
2017
Q4 | $366K | Buy |
13,139
+3,906
| +42% | +$109K | ﹤0.01% | 4487 |
|
|
2017
Q3 | $277K | Buy |
9,233
+3,625
| +65% | +$109K | ﹤0.01% | 4580 |
|
|
2017
Q2 | $172K | Buy |
5,608
+161
| +3% | +$4.94K | ﹤0.01% | 4701 |
|
|
2017
Q1 | $167K | Hold |
5,447
| – | – | ﹤0.01% | 4734 |
|
|
2016
Q4 | $180K | Buy |
5,447
+2,659
| +95% | +$87.9K | ﹤0.01% | 4653 |
|
|
2016
Q3 | $77K | Sell |
2,788
-247
| -8% | -$6.82K | ﹤0.01% | 4842 |
|
|
2016
Q2 | $82K | Buy |
3,035
+589
| +24% | +$15.9K | ﹤0.01% | 4754 |
|
|
2016
Q1 | $61K | Buy |
2,446
+393
| +19% | +$9.8K | ﹤0.01% | 4956 |
|
|
2015
Q4 | $50K | Buy |
2,053
+712
| +53% | +$17.3K | ﹤0.01% | 5069 |
|
|
2015
Q3 | $31K | Sell |
1,341
-425
| -24% | -$9.83K | ﹤0.01% | 5178 |
|
|
2015
Q2 | $44K | Buy |
1,766
+1,316
| +292% | +$32.8K | ﹤0.01% | 5169 |
|
|
2015
Q1 | $11K | Buy |
450
+68
| +18% | +$1.66K | ﹤0.01% | 5378 |
|
|
2014
Q4 | $10K | Buy |
382
+2
| +0.5% | +$52 | ﹤0.01% | 5390 |
|
|
2014
Q3 | $8K | Sell |
380
-701
| -65% | -$14.8K | ﹤0.01% | 5479 |
|
|
2014
Q2 | $25K | Buy |
+1,081
| New | +$25K | ﹤0.01% | 5135 |
|
|
2014
Q1 | – | Sell |
-270
| Closed | -$6K | – | 5623 |
|
|
2013
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 5160 |
|
|
2013
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 5119 |
|
|
2013
Q2 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 5062 |
|