BBPWM
Blue Bell Private Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
4,160
+32
| +0.8% | +$2.56K | 0.06% | 178 |
|
|
2025
Q1 | $296K | Buy |
4,128
+20
| +0.5% | +$1.44K | 0.06% | 178 |
|
|
2024
Q4 | $289K | Sell |
4,108
-107
| -3% | -$7.52K | 0.06% | 178 |
|
|
2024
Q3 | $238K | Buy |
4,215
+157
| +4% | +$8.87K | 0.05% | 196 |
|
|
2024
Q2 | $241K | Sell |
4,058
-119
| -3% | -$7.07K | 0.05% | 179 |
|
|
2024
Q1 | $242K | Buy |
4,177
+66
| +2% | +$3.83K | 0.05% | 166 |
|
|
2023
Q4 | $202K | Sell |
4,111
-200
| -5% | -$9.84K | 0.05% | 165 |
|
|
2023
Q3 | $176K | Buy |
4,311
+376
| +10% | +$15.4K | 0.05% | 154 |
|
|
2023
Q2 | $168K | Hold |
3,935
| – | – | 0.04% | 149 |
|
|
2023
Q1 | $147K | Hold |
3,935
| – | – | 0.04% | 141 |
|
|
2022
Q4 | $162K | Hold |
3,935
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $158K | Hold |
3,935
| – | – | 0.06% | 120 |
|
|
2022
Q2 | $154K | Hold |
3,935
| – | – | 0.05% | 122 |
|
|
2022
Q1 | $191K | Hold |
3,935
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $189K | Buy |
+3,935
| New | +$189K | 0.05% | 105 |
|
|
2016
Q4 | – | Sell |
-6,992
| Closed | -$310K | – | 387 |
|
|
2016
Q3 | $310K | Sell |
6,992
-104
| -1% | -$4.61K | 0.18% | 68 |
|
|
2016
Q2 | $336K | Sell |
7,096
-2,999
| -30% | -$142K | 0.22% | 65 |
|
|
2016
Q1 | $488K | Buy |
10,095
+3,096
| +44% | +$150K | 0.33% | 58 |
|
|
2015
Q4 | $380K | Buy |
6,999
+1
| +0% | +$54 | 0.26% | 67 |
|
|
2015
Q3 | $359K | Buy |
6,998
+100
| +1% | +$5.13K | 0.25% | 64 |
|
|
2015
Q2 | $388K | Sell |
6,898
-79
| -1% | -$4.44K | 0.23% | 62 |
|
|
2015
Q1 | $379K | Sell |
6,977
-200
| -3% | -$10.9K | 0.23% | 58 |
|
|
2014
Q4 | $393K | Buy |
7,177
+900
| +14% | +$49.3K | 0.23% | 59 |
|
|
2014
Q3 | $326K | Hold |
6,277
| – | – | 0.2% | 71 |
|
|
2014
Q2 | $330K | Hold |
6,277
| – | – | 0.2% | 71 |
|
|
2014
Q1 | $312K | Sell |
6,277
-100
| -2% | -$4.97K | 0.21% | 63 |
|
|
2013
Q4 | $290K | Buy |
+6,377
| New | +$290K | 0.22% | 67 |
|