BFEC
Benjamin F. Edwards & Company’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.82M | Buy |
30,661
+2,549
| +9% | +$151K | 0.03% | 393 |
|
|
2024
Q1 | $1.63M | Buy |
28,112
+1,251
| +5% | +$72.5K | 0.03% | 398 |
|
|
2023
Q4 | $1.32M | Sell |
26,861
-11,631
| -30% | -$573K | 0.03% | 430 |
|
|
2023
Q3 | $1.57M | Buy |
38,492
+678
| +2% | +$27.7K | 0.06% | 278 |
|
|
2023
Q2 | $1.61M | Buy |
37,814
+913
| +2% | +$39K | 0.06% | 275 |
|
|
2023
Q1 | $1.38M | Buy |
36,901
+1,554
| +4% | +$58.1K | 0.06% | 285 |
|
|
2022
Q4 | $1.46M | Buy |
35,347
+14,594
| +70% | +$602K | 0.07% | 269 |
|
|
2022
Q3 | $835K | Sell |
20,753
-11,516
| -36% | -$463K | 0.04% | 340 |
|
|
2022
Q2 | $1.26M | Buy |
32,269
+16,234
| +101% | +$636K | 0.06% | 287 |
|
|
2022
Q1 | $777K | Sell |
16,035
-3,130
| -16% | -$152K | 0.03% | 383 |
|
|
2021
Q4 | $920K | Sell |
19,165
-7,697
| -29% | -$369K | 0.04% | 363 |
|
|
2021
Q3 | $1.25M | Buy |
26,862
+2,096
| +8% | +$97.3K | 0.06% | 293 |
|
|
2021
Q2 | $1.12M | Buy |
24,766
+8,984
| +57% | +$407K | 0.06% | 310 |
|
|
2021
Q1 | $617K | Buy |
15,782
+1,433
| +10% | +$56K | 0.03% | 417 |
|
|
2020
Q4 | $433K | Sell |
14,349
-4,743
| -25% | -$143K | 0.03% | 465 |
|
|
2020
Q3 | $449K | Sell |
19,092
-7,333
| -28% | -$172K | 0.03% | 412 |
|
|
2020
Q2 | $676K | Sell |
26,425
-2,945
| -10% | -$75.3K | 0.05% | 323 |
|
|
2020
Q1 | $843K | Buy |
29,370
+409
| +1% | +$11.7K | 0.07% | 256 |
|
|
2019
Q4 | $1.56M | Buy |
28,961
+2,089
| +8% | +$112K | 0.11% | 204 |
|
|
2019
Q3 | $1.36M | Buy |
26,872
+173
| +0.6% | +$8.72K | 0.11% | 205 |
|
|
2019
Q2 | $1.26M | Buy |
26,699
+5,242
| +24% | +$248K | 0.11% | 204 |
|
|
2019
Q1 | $1.04M | Buy |
21,457
+1,450
| +7% | +$70.1K | 0.09% | 231 |
|
|
2018
Q4 | $922K | Buy |
20,007
+563
| +3% | +$25.9K | 0.1% | 223 |
|
|
2018
Q3 | $1.02M | Sell |
19,444
-436
| -2% | -$22.9K | 0.1% | 225 |
|
|
2018
Q2 | $1.1M | Sell |
19,880
-1,063
| -5% | -$58.9K | 0.11% | 196 |
|
|
2018
Q1 | $1.1M | Sell |
20,943
-443
| -2% | -$23.2K | 0.11% | 187 |
|
|
2017
Q4 | $1.3M | Buy |
21,386
+868
| +4% | +$52.6K | 0.14% | 167 |
|
|
2017
Q3 | $1.13M | Sell |
20,518
-2,764
| -12% | -$152K | 0.14% | 160 |
|
|
2017
Q2 | $1.29M | Sell |
23,282
-375
| -2% | -$20.8K | 0.17% | 131 |
|
|
2017
Q1 | $1.32M | Sell |
23,657
-3,594
| -13% | -$200K | 0.19% | 117 |
|
|
2016
Q4 | $1.5M | Buy |
27,251
+6,046
| +29% | +$333K | 0.25% | 101 |
|
|
2016
Q3 | $939K | Buy |
21,205
+2,406
| +13% | +$107K | 0.17% | 135 |
|
|
2016
Q2 | $890K | Sell |
18,799
-101
| -0.5% | -$4.78K | 0.17% | 132 |
|
|
2016
Q1 | $914K | Buy |
18,900
+3,085
| +20% | +$149K | 0.19% | 120 |
|
|
2015
Q4 | $860K | Buy |
15,815
+212
| +1% | +$11.5K | 0.19% | 125 |
|
|
2015
Q3 | $801K | Buy |
15,603
+101
| +0.7% | +$5.19K | 0.18% | 126 |
|
|
2015
Q2 | $872K | Hold |
15,502
| – | – | 0.17% | 126 |
|
|
2015
Q1 | $843K | Hold |
15,502
| – | – | 0.18% | 132 |
|
|
2014
Q4 | $850K | Buy |
15,502
+121
| +0.8% | +$6.64K | 0.2% | 115 |
|
|
2014
Q3 | $798K | Hold |
15,381
| – | – | 0.2% | 121 |
|
|
2014
Q2 | $808K | Hold |
15,381
| – | – | 0.21% | 117 |
|
|
2014
Q1 | $765K | Buy |
15,381
+1,537
| +11% | +$76.4K | 0.21% | 119 |
|
|
2013
Q4 | $629K | Buy |
13,844
+104
| +0.8% | +$4.73K | 0.21% | 123 |
|
|
2013
Q3 | $568K | Sell |
13,740
-883
| -6% | -$36.5K | 0.21% | 129 |
|
|
2013
Q2 | $603K | Buy |
+14,623
| New | +$603K | 0.24% | 112 |
|