BW
Bison Wealth’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.02M | Sell |
14,578
-24,506
| -63% | -$1.72M | 0.23% | 90 |
|
|
2024
Q3 | $2.21M | Sell |
39,084
-7,622
| -16% | -$431K | 0.35% | 69 |
|
|
2024
Q2 | $2.71M | Hold |
46,706
| – | – | 0.44% | 57 |
|
|
2024
Q1 | $2.71M | Sell |
46,706
-2,657
| -5% | -$154K | 0.44% | 57 |
|
|
2023
Q4 | $2.43M | Buy |
49,363
+1,333
| +3% | +$65.6K | 0.43% | 55 |
|
|
2023
Q3 | $1.96M | Buy |
48,030
+1,161
| +2% | +$47.4K | 0.38% | 65 |
|
|
2023
Q2 | $2M | Buy |
46,869
+4,108
| +10% | +$175K | 0.37% | 68 |
|
|
2023
Q1 | $1.64M | Sell |
42,761
-779
| -2% | -$29.9K | 0.51% | 56 |
|
|
2022
Q4 | $2.02M | Buy |
43,540
+7,544
| +21% | +$349K | 0.64% | 43 |
|
|
2022
Q3 | $1.45M | Buy |
35,996
+29,874
| +488% | +$1.2M | 0.57% | 52 |
|
|
2022
Q2 | $240K | Buy |
6,122
+2
| +0% | +$78 | 0.14% | 161 |
|
|
2022
Q1 | $297K | Sell |
6,120
-1,803
| -23% | -$87.5K | 0.15% | 161 |
|
|
2021
Q4 | $380K | Sell |
7,923
-4,946
| -38% | -$237K | 0.22% | 119 |
|
|
2021
Q3 | $597K | Buy |
12,869
+228
| +2% | +$10.6K | 0.27% | 85 |
|
|
2021
Q2 | $572K | Buy |
12,641
+1,939
| +18% | +$87.7K | 0.25% | 98 |
|
|
2021
Q1 | $418K | Sell |
10,702
-630
| -6% | -$24.6K | 0.18% | 146 |
|
|
2020
Q4 | $342K | Buy |
11,332
+2,850
| +34% | +$86K | 0.16% | 157 |
|
|
2020
Q3 | $199K | Buy |
8,482
+900
| +12% | +$21.1K | 0.12% | 179 |
|
|
2020
Q2 | $194K | Sell |
7,582
-1,092
| -13% | -$27.9K | 0.12% | 185 |
|
|
2020
Q1 | $249K | Sell |
8,674
-1,005
| -10% | -$28.9K | 0.18% | 143 |
|
|
2019
Q4 | $521K | Sell |
9,679
-48
| -0.5% | -$2.58K | 0.25% | 104 |
|
|
2019
Q3 | $491K | Buy |
9,727
+468
| +5% | +$23.6K | 0.27% | 99 |
|
|
2019
Q2 | $438K | Sell |
9,259
-110
| -1% | -$5.2K | 0.26% | 109 |
|
|
2019
Q1 | $453K | Sell |
9,369
-882
| -9% | -$42.6K | 0.28% | 108 |
|
|
2018
Q4 | $472K | Buy |
10,251
+1,202
| +13% | +$55.3K | 0.34% | 85 |
|
|
2018
Q3 | $476K | Buy |
9,049
+510
| +6% | +$26.8K | 0.31% | 95 |
|
|
2018
Q2 | $473K | Sell |
8,539
-2,869
| -25% | -$159K | 0.35% | 81 |
|
|
2018
Q1 | $598K | Buy |
11,408
+584
| +5% | +$30.6K | 0.46% | 60 |
|
|
2017
Q4 | $657K | Sell |
10,824
-2,091
| -16% | -$127K | 0.48% | 61 |
|
|
2017
Q3 | $712K | Buy |
12,915
+91
| +0.7% | +$5.02K | 0.57% | 52 |
|
|
2017
Q2 | $711K | Buy |
12,824
+30
| +0.2% | +$1.66K | 0.59% | 47 |
|
|
2017
Q1 | $712K | Sell |
12,794
-105
| -0.8% | -$5.84K | 0.61% | 44 |
|
|
2016
Q4 | $711K | Sell |
12,899
-335
| -3% | -$18.5K | 0.61% | 47 |
|
|
2016
Q3 | $586K | Sell |
13,234
-22,948
| -63% | -$1.02M | 0.5% | 60 |
|
|
2016
Q2 | $1.7M | Buy |
36,182
+3,603
| +11% | +$169K | 1.02% | 26 |
|
|
2016
Q1 | $1.58M | Buy |
32,579
+810
| +3% | +$39.2K | 1.01% | 24 |
|
|
2015
Q4 | $1.71M | Buy |
31,769
+1,283
| +4% | +$69.2K | 0.98% | 22 |
|
|
2015
Q3 | $1.57M | Buy |
30,486
+17,901
| +142% | +$919K | 1.03% | 21 |
|
|
2015
Q2 | $703K | Buy |
12,585
+822
| +7% | +$45.9K | 0.41% | 76 |
|
|
2015
Q1 | $640K | Buy |
11,763
+5,313
| +82% | +$289K | 0.39% | 90 |
|
|
2014
Q4 | $354K | Buy |
+6,450
| New | +$354K | 0.27% | 115 |
|