BCP
Blackhawk Capital Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,096
| Closed | -$617K | – | 105 |
|
|
2023
Q3 | $617K | Buy |
15,096
+70
| +0.5% | +$2.86K | 0.45% | 66 |
|
|
2023
Q2 | $641K | Sell |
15,026
-36,238
| -71% | -$1.55M | 0.45% | 70 |
|
|
2023
Q1 | $1.92M | Buy |
51,264
+1,872
| +4% | +$70K | 1.4% | 27 |
|
|
2022
Q4 | $2.04M | Sell |
49,392
-1,242
| -2% | -$51.3K | 1.59% | 19 |
|
|
2022
Q3 | $2.04M | Buy |
+50,634
| New | +$2.04M | 1.68% | 18 |
|
|
2018
Q3 | – | Sell |
-935
| Closed | -$49K | – | 281 |
|
|
2018
Q2 | $49K | Hold |
935
| – | – | 0.06% | 165 |
|
|
2018
Q1 | $49K | Sell |
935
-11,885
| -93% | -$623K | 0.04% | 167 |
|
|
2017
Q4 | $778K | Buy |
+12,820
| New | +$778K | 0.67% | 49 |
|