Bogart Wealth LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133K | Buy |
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|
2025
Q2 | $124K | Buy |
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|
2025
Q1 | $94.2K | Buy |
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|
2024
Q4 | $78.5K | Buy |
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|
2024
Q3 | $50.7K | Buy |
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|
2024
Q2 | $53.3K | Buy |
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|
2024
Q1 | $50K | Sell |
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|
2023
Q4 | $93.1K | Buy |
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|
2023
Q3 | $74.2K | Buy |
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|
2023
Q2 | $65.3K | Hold |
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|
2023
Q1 | $57.2K | Sell |
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|
2022
Q4 | $67.1K | Sell |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $44K | Buy |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $87K | Buy |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $35K | Sell |
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|
2020
Q2 | $87K | Buy |
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|
2020
Q1 | $83K | Hold |
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|
2019
Q4 | $156K | Sell |
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|
2019
Q3 | $148K | Sell |
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|
2019
Q2 | $146K | Sell |
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|
2019
Q1 | $150K | Sell |
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|
2018
Q4 | $155K | Buy |
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|
2018
Q3 | $169K | Sell |
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|
2018
Q2 | $198K | Sell |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $320K | Sell |
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|
2017
Q3 | $705K | Sell |
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|
2017
Q2 | $727K | Buy |
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|
2017
Q1 | $597K | Buy |
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|
2016
Q4 | $527K | Buy |
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