BFS
Bard Financial Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Sell |
70,475
-2,040
| -3% | -$163K | 0.67% | 44 |
|
|
2025
Q1 | $5.21M | Sell |
72,515
-3,315
| -4% | -$238K | 0.64% | 48 |
|
|
2024
Q4 | $5.33M | Sell |
75,830
-12,525
| -14% | -$880K | 0.64% | 43 |
|
|
2024
Q3 | $4.99M | Sell |
88,355
-11,805
| -12% | -$667K | 0.59% | 47 |
|
|
2024
Q2 | $5.95M | Sell |
100,160
-3,950
| -4% | -$235K | 0.62% | 44 |
|
|
2024
Q1 | $6.03M | Sell |
104,110
-15,250
| -13% | -$884K | 0.64% | 43 |
|
|
2023
Q4 | $5.87M | Buy |
119,360
+6,520
| +6% | +$321K | 0.66% | 41 |
|
|
2023
Q3 | $4.61M | Buy |
112,840
+395
| +0.4% | +$16.1K | 0.57% | 47 |
|
|
2023
Q2 | $4.8M | Buy |
112,445
+26,250
| +30% | +$1.12M | 0.36% | 69 |
|
|
2023
Q1 | $3.22M | Sell |
86,195
-4,420
| -5% | -$165K | 0.26% | 86 |
|
|
2022
Q4 | $3.74M | Sell |
90,615
-19,775
| -18% | -$816K | 0.32% | 78 |
|
|
2022
Q3 | $4.44M | Sell |
110,390
-500
| -0.5% | -$20.1K | 0.42% | 57 |
|
|
2022
Q2 | $4.34M | Sell |
110,890
-2,550
| -2% | -$99.9K | 0.4% | 63 |
|
|
2022
Q1 | $5.5M | Sell |
113,440
-16,450
| -13% | -$797K | 0.45% | 58 |
|
|
2021
Q4 | $6.23M | Sell |
129,890
-13,525
| -9% | -$649K | 0.5% | 55 |
|
|
2021
Q3 | $6.66M | Sell |
143,415
-1,245
| -0.9% | -$57.8K | 0.59% | 50 |
|
|
2021
Q2 | $6.55M | Sell |
144,660
-705
| -0.5% | -$31.9K | 0.58% | 50 |
|
|
2021
Q1 | $5.68M | Sell |
145,365
-2,800
| -2% | -$109K | 0.55% | 53 |
|
|
2020
Q4 | $4.47M | Buy |
+148,165
| New | +$4.47M | 0.45% | 56 |
|