BWP
Baldwin Wealth Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
6,100
-2,078
| -25% | -$166K | 0.03% | 143 |
|
|
2025
Q1 | $587K | Buy |
8,178
+41
| +0.5% | +$2.94K | 0.04% | 131 |
|
|
2024
Q4 | $572K | Sell |
8,137
-5
| -0.1% | -$351 | 0.04% | 137 |
|
|
2024
Q3 | $460K | Buy |
8,142
+1,616
| +25% | +$91.3K | 0.03% | 208 |
|
|
2024
Q2 | $388K | Sell |
6,526
-174
| -3% | -$10.3K | 0.03% | 156 |
|
|
2024
Q1 | $388K | Hold |
6,700
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $330K | Sell |
6,700
-1,000
| -13% | -$49.2K | 0.03% | 178 |
|
|
2023
Q3 | $315K | Sell |
7,700
-400
| -5% | -$16.3K | 0.03% | 190 |
|
|
2023
Q2 | $346K | Sell |
8,100
-9,425
| -54% | -$402K | 0.03% | 196 |
|
|
2023
Q1 | $655K | Hold |
17,525
| – | – | 0.06% | 133 |
|
|
2022
Q4 | $724K | Buy |
17,525
+3,100
| +21% | +$128K | 0.07% | 128 |
|
|
2022
Q3 | $581K | Sell |
14,425
-275
| -2% | -$11.1K | 0.08% | 87 |
|
|
2022
Q2 | $576K | Hold |
14,700
| – | – | 0.07% | 95 |
|
|
2022
Q1 | $712K | Buy |
14,700
+5,000
| +52% | +$242K | 0.08% | 92 |
|
|
2021
Q4 | $465K | Hold |
9,700
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $450K | Hold |
9,700
| – | – | 0.05% | 127 |
|
|
2021
Q2 | $439K | Hold |
9,700
| – | – | 0.05% | 132 |
|
|
2021
Q1 | $379K | Hold |
9,700
| – | – | 0.05% | 130 |
|
|
2020
Q4 | $293K | Sell |
9,700
-2,800
| -22% | -$84.6K | 0.04% | 142 |
|
|
2020
Q3 | $294K | Sell |
12,500
-13,966
| -53% | -$328K | 0.04% | 135 |
|
|
2020
Q2 | $678K | Sell |
26,466
-400
| -1% | -$10.2K | 0.1% | 85 |
|
|
2020
Q1 | $771K | Sell |
26,866
-5,200
| -16% | -$149K | 0.13% | 77 |
|
|
2019
Q4 | $1.73M | Buy |
32,066
+500
| +2% | +$26.9K | 0.24% | 66 |
|
|
2019
Q3 | $1.59M | Sell |
31,566
-100
| -0.3% | -$5.04K | 0.24% | 64 |
|
|
2019
Q2 | $1.5M | Sell |
31,666
-57
| -0.2% | -$2.7K | 0.22% | 71 |
|
|
2019
Q1 | $1.53M | Buy |
31,723
+263
| +0.8% | +$12.7K | 0.23% | 69 |
|
|
2018
Q4 | $1.45M | Sell |
31,460
-506
| -2% | -$23.3K | 0.24% | 63 |
|
|
2018
Q3 | $1.68M | Hold |
31,966
| – | – | 0.24% | 68 |
|
|
2018
Q2 | $1.77M | Hold |
31,966
| – | – | 0.28% | 62 |
|
|
2018
Q1 | $1.68M | Sell |
31,966
-250
| -0.8% | -$13.1K | 0.27% | 62 |
|
|
2017
Q4 | $1.96M | Hold |
32,216
| – | – | 0.3% | 62 |
|
|
2017
Q3 | $1.78M | Sell |
32,216
-329
| -1% | -$18.1K | 0.29% | 59 |
|
|
2017
Q2 | $1.8M | Hold |
32,545
| – | – | 0.29% | 57 |
|
|
2017
Q1 | $1.81M | Sell |
32,545
-4,725
| -13% | -$263K | 0.3% | 57 |
|
|
2016
Q4 | $2.05M | Sell |
37,270
-1,200
| -3% | -$66.1K | 0.37% | 48 |
|
|
2016
Q3 | $1.7M | Sell |
38,470
-81,269
| -68% | -$3.6M | 0.31% | 53 |
|
|
2016
Q2 | $5.67M | Sell |
119,739
-40,251
| -25% | -$1.9M | 1.17% | 31 |
|
|
2016
Q1 | $7.74M | Sell |
159,990
-8,854
| -5% | -$428K | 1.39% | 24 |
|
|
2015
Q4 | $9.18M | Sell |
168,844
-9,882
| -6% | -$537K | 1.49% | 19 |
|
|
2015
Q3 | $9.18M | Sell |
178,726
-2,280
| -1% | -$117K | 1.55% | 22 |
|
|
2015
Q2 | $10.2M | Buy |
181,006
+318
| +0.2% | +$17.9K | 1.51% | 20 |
|
|
2015
Q1 | $9.83M | Sell |
180,688
-5,959
| -3% | -$324K | 1.45% | 23 |
|
|
2014
Q4 | $10.2M | Sell |
186,647
-1,519
| -0.8% | -$83.3K | 1.48% | 22 |
|
|
2014
Q3 | $9.76M | Buy |
188,166
+19,536
| +12% | +$1.01M | 1.38% | 24 |
|
|
2014
Q2 | $8.86M | Buy |
168,630
+2,672
| +2% | +$140K | 1.32% | 25 |
|
|
2014
Q1 | $8.26M | Sell |
165,958
-20,874
| -11% | -$1.04M | 1.33% | 28 |
|
|
2013
Q4 | $8.48M | Buy |
186,832
+3,277
| +2% | +$149K | 1.36% | 23 |
|
|
2013
Q3 | $7.58M | Buy |
183,555
+18,029
| +11% | +$745K | 1.39% | 20 |
|
|
2013
Q2 | $6.83M | Buy |
+165,526
| New | +$6.83M | 1.35% | 23 |
|