BWP
Bernardo Wealth Planning’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
4,156
+54
| +1% | +$4.33K | 0.07% | 88 |
|
|
2025
Q1 | $294K | Buy |
4,102
+220
| +6% | +$15.8K | 0.07% | 92 |
|
|
2024
Q4 | $272K | Buy |
3,882
+46
| +1% | +$3.22K | 0.07% | 93 |
|
|
2024
Q3 | $247K | Buy |
3,836
+10
| +0.3% | +$644 | 0.06% | 99 |
|
|
2024
Q2 | $227K | Hold |
3,826
| – | – | 0.06% | 93 |
|
|
2024
Q1 | $222K | Buy |
+3,826
| New | +$222K | 0.06% | 94 |
|
|
2023
Q3 | – | Sell |
-6,027
| Closed | -$257K | – | 93 |
|
|
2023
Q2 | $257K | Hold |
6,027
| – | – | 0.1% | 71 |
|
|
2023
Q1 | $225K | Hold |
6,027
| – | – | 0.1% | 78 |
|
|
2022
Q4 | $249K | Hold |
6,027
| – | – | 0.12% | 74 |
|
|
2022
Q3 | $270K | Hold |
6,027
| – | – | 0.15% | 67 |
|
|
2022
Q2 | $236K | Hold |
6,027
| – | – | 0.13% | 73 |
|
|
2022
Q1 | $292K | Buy |
+6,027
| New | +$292K | 0.15% | 67 |
|
|
2021
Q4 | – | Sell |
-4,375
| Closed | -$203K | – | 89 |
|
|
2021
Q3 | $203K | Buy |
+4,375
| New | +$203K | 0.12% | 74 |
|
|
2021
Q1 | – | Sell |
-8,868
| Closed | -$267K | – | 158 |
|
|
2020
Q4 | $267K | Buy |
+8,868
| New | +$267K | 0.1% | 145 |
|
|
2020
Q2 | – | Sell |
-7,199
| Closed | -$206K | – | 152 |
|
|
2020
Q1 | $206K | Buy |
7,199
+712
| +11% | +$20.4K | 0.14% | 125 |
|
|
2019
Q4 | $349K | Sell |
6,487
-643
| -9% | -$34.6K | 0.21% | 113 |
|
|
2019
Q3 | $359K | Sell |
7,130
-245
| -3% | -$12.3K | 0.26% | 105 |
|
|
2019
Q2 | $349K | Sell |
7,375
-1,910
| -21% | -$90.4K | 0.27% | 104 |
|
|
2019
Q1 | $449K | Sell |
9,285
-704
| -7% | -$34K | 0.36% | 75 |
|
|
2018
Q4 | $460K | Buy |
+9,989
| New | +$460K | 0.41% | 58 |
|