BBWA
Bell & Brown Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
91,211
-565
| -0.6% | -$45.3K | 2.61% | 12 |
|
|
2025
Q1 | $6.59M | Sell |
91,776
-1,046
| -1% | -$75.1K | 2.57% | 11 |
|
|
2024
Q4 | $6.52M | Sell |
92,822
-23
| -0% | -$1.62K | 2.43% | 12 |
|
|
2024
Q3 | $5.24M | Buy |
92,845
+135
| +0.1% | +$7.63K | 2.05% | 18 |
|
|
2024
Q2 | $5.51M | Buy |
92,710
+20,944
| +29% | +$1.24M | 2.11% | 16 |
|
|
2024
Q1 | $4.16M | Sell |
71,766
-23,262
| -24% | -$1.35M | 1.78% | 21 |
|
|
2023
Q4 | $4.68M | Buy |
+95,028
| New | +$4.68M | 2.17% | 16 |
|
|
2023
Q2 | $4.08M | Buy |
95,564
+23,169
| +32% | +$989K | 2.04% | 19 |
|
|
2023
Q1 | $2.71M | Sell |
72,395
-25,443
| -26% | -$951K | 1.44% | 31 |
|
|
2022
Q4 | $4.04M | Buy |
97,838
+25,421
| +35% | +$1.05M | 2.22% | 18 |
|
|
2022
Q3 | $2.91M | Sell |
72,417
-25,517
| -26% | -$1.03M | 1.8% | 24 |
|
|
2022
Q2 | $3.84M | Sell |
97,934
-2,110
| -2% | -$82.6K | 2.05% | 17 |
|
|
2022
Q1 | $4.85M | Buy |
100,044
+24,176
| +32% | +$1.17M | 2.2% | 15 |
|
|
2021
Q4 | $4.47M | Buy |
75,868
+556
| +0.7% | +$32.7K | 2.16% | 17 |
|
|
2021
Q3 | $3.5M | Buy |
+75,312
| New | +$3.5M | 1.88% | 22 |
|
|
2020
Q3 | $1.83M | Buy |
79,846
+2,921
| +4% | +$66.8K | 1.32% | 30 |
|
|
2020
Q2 | $1.88M | Buy |
76,925
+43,372
| +129% | +$1.06M | 1.47% | 25 |
|
|
2020
Q1 | $828K | Buy |
33,553
+2,349
| +8% | +$58K | 0.77% | 44 |
|
|
2019
Q4 | $1.5M | Sell |
31,204
-19,920
| -39% | -$959K | 1.12% | 35 |
|
|
2019
Q3 | $2.52M | Buy |
51,124
+510
| +1% | +$25.1K | 2.07% | 15 |
|
|
2019
Q2 | $2.4M | Buy |
50,614
+176
| +0.3% | +$8.33K | 2.11% | 14 |
|
|
2019
Q1 | $2.44M | Buy |
50,438
+780
| +2% | +$37.7K | 2.22% | 12 |
|
|
2018
Q4 | $2.29M | Buy |
+49,658
| New | +$2.29M | 2.45% | 9 |
|
|
2018
Q3 | – | Sell |
-47,076
| Closed | -$2.61M | – | 89 |
|
|
2018
Q2 | $2.61M | Buy |
47,076
+20,396
| +76% | +$1.13M | 2.58% | 6 |
|
|
2018
Q1 | $1.38M | Sell |
26,680
-16,766
| -39% | -$868K | 1.45% | 27 |
|
|
2017
Q4 | $2.64M | Buy |
+43,446
| New | +$2.64M | 2.73% | 4 |
|