Bard Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.25M | Sell |
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|
2025
Q2 | $5.65M | Sell |
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|
2025
Q1 | $5.21M | Sell |
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|
2024
Q4 | $5.33M | Sell |
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|
2024
Q3 | $4.99M | Sell |
|
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|
2024
Q2 | $5.95M | Sell |
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|
2024
Q1 | $6.03M | Sell |
|
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|
2023
Q4 | $5.87M | Buy |
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|
2023
Q3 | $4.61M | Buy |
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|
2023
Q2 | $4.8M | Buy |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $3.74M | Sell |
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|
2022
Q3 | $4.44M | Sell |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $5.5M | Sell |
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|
2021
Q4 | $6.23M | Sell |
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|
2021
Q3 | $6.66M | Sell |
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|
2021
Q2 | $6.55M | Sell |
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|
2021
Q1 | $5.68M | Sell |
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|
2020
Q4 | $4.47M | Buy |
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