BFWA
Benchmark Financial Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
8,831
+1,319
| +18% | +$106K | 0.23% | 53 |
|
|
2025
Q1 | $539K | Sell |
7,512
-219
| -3% | -$15.7K | 0.2% | 56 |
|
|
2024
Q4 | $543K | Buy |
7,731
+40
| +0.5% | +$2.81K | 0.17% | 57 |
|
|
2024
Q3 | $434K | Buy |
7,691
+52
| +0.7% | +$2.94K | 0.14% | 62 |
|
|
2024
Q2 | $454K | Buy |
7,639
+144
| +2% | +$8.55K | 0.17% | 53 |
|
|
2024
Q1 | $434K | Buy |
7,495
+443
| +6% | +$25.7K | 0.17% | 52 |
|
|
2023
Q4 | $347K | Buy |
7,052
+56
| +0.8% | +$2.76K | 0.15% | 59 |
|
|
2023
Q3 | $286K | Buy |
6,996
+106
| +2% | +$4.33K | 0.13% | 54 |
|
|
2023
Q2 | $294K | Sell |
6,890
-386
| -5% | -$16.5K | 0.14% | 56 |
|
|
2023
Q1 | $272K | Buy |
7,276
+45
| +0.6% | +$1.68K | 0.14% | 56 |
|
|
2022
Q4 | $299K | Buy |
7,231
+309
| +4% | +$12.8K | 0.16% | 55 |
|
|
2022
Q3 | $278K | Buy |
6,922
+441
| +7% | +$17.7K | 0.16% | 54 |
|
|
2022
Q2 | $254K | Sell |
6,481
-1,270
| -16% | -$49.8K | 0.13% | 56 |
|
|
2022
Q1 | $376K | Buy |
7,751
+293
| +4% | +$14.2K | 0.16% | 48 |
|
|
2021
Q4 | $358K | Buy |
7,458
+648
| +10% | +$31.1K | 0.15% | 49 |
|
|
2021
Q3 | $316K | Buy |
6,810
+100
| +1% | +$4.64K | 0.15% | 47 |
|
|
2021
Q2 | $304K | Sell |
6,710
-165
| -2% | -$7.48K | 0.15% | 46 |
|
|
2021
Q1 | $269K | Buy |
+6,875
| New | +$269K | 0.15% | 47 |
|