Bogart Wealth LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
1,543
+230
| +18% | +$18.4K | 0.01% | 305 |
|
|
2025
Q1 | $94.2K | Buy |
1,313
+196
| +18% | +$14.1K | ﹤0.01% | 316 |
|
|
2024
Q4 | $78.5K | Buy |
1,117
+219
| +24% | +$15.4K | ﹤0.01% | 335 |
|
|
2024
Q3 | $50.7K | Buy |
898
+1
| +0.1% | +$56 | ﹤0.01% | 410 |
|
|
2024
Q2 | $53.3K | Buy |
897
+34
| +4% | +$2.02K | ﹤0.01% | 398 |
|
|
2024
Q1 | $50K | Sell |
863
-1,029
| -54% | -$59.6K | ﹤0.01% | 384 |
|
|
2023
Q4 | $93.1K | Buy |
1,892
+75
| +4% | +$3.69K | 0.01% | 277 |
|
|
2023
Q3 | $74.2K | Buy |
1,817
+288
| +19% | +$11.8K | ﹤0.01% | 282 |
|
|
2023
Q2 | $65.3K | Hold |
1,529
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $57.2K | Sell |
1,529
-95
| -6% | -$3.55K | ﹤0.01% | 301 |
|
|
2022
Q4 | $67.1K | Sell |
1,624
-205
| -11% | -$8.46K | ﹤0.01% | 271 |
|
|
2022
Q3 | $74K | Buy |
1,829
+933
| +104% | +$37.7K | 0.01% | 252 |
|
|
2022
Q2 | $35K | Sell |
896
-5
| -0.6% | -$195 | ﹤0.01% | 346 |
|
|
2022
Q1 | $44K | Buy |
901
+57
| +7% | +$2.78K | ﹤0.01% | 287 |
|
|
2021
Q4 | $40K | Hold |
844
| – | – | ﹤0.01% | 286 |
|
|
2021
Q3 | $39K | Sell |
844
-1,077
| -56% | -$49.8K | ﹤0.01% | 276 |
|
|
2021
Q2 | $87K | Buy |
1,921
+400
| +26% | +$18.1K | 0.01% | 196 |
|
|
2021
Q1 | $59K | Hold |
1,521
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $45K | Hold |
1,521
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $35K | Sell |
1,521
-1,883
| -55% | -$43.3K | 0.01% | 220 |
|
|
2020
Q2 | $87K | Buy |
3,404
+507
| +18% | +$13K | 0.02% | 143 |
|
|
2020
Q1 | $83K | Hold |
2,897
| – | – | 0.02% | 145 |
|
|
2019
Q4 | $156K | Sell |
2,897
-38
| -1% | -$2.05K | 0.05% | 116 |
|
|
2019
Q3 | $148K | Sell |
2,935
-158
| -5% | -$7.97K | 0.07% | 106 |
|
|
2019
Q2 | $146K | Sell |
3,093
-12
| -0.4% | -$566 | 0.09% | 104 |
|
|
2019
Q1 | $150K | Sell |
3,105
-276
| -8% | -$13.3K | 0.07% | 97 |
|
|
2018
Q4 | $155K | Buy |
3,381
+173
| +5% | +$7.93K | 0.08% | 79 |
|
|
2018
Q3 | $169K | Sell |
3,208
-381
| -11% | -$20.1K | 0.1% | 78 |
|
|
2018
Q2 | $198K | Sell |
3,589
-400
| -10% | -$22.1K | 0.12% | 68 |
|
|
2018
Q1 | $212K | Sell |
3,989
-1,288
| -24% | -$68.5K | 0.12% | 67 |
|
|
2017
Q4 | $320K | Sell |
5,277
-7,501
| -59% | -$455K | 0.21% | 59 |
|
|
2017
Q3 | $705K | Sell |
12,778
-342
| -3% | -$18.9K | 0.52% | 39 |
|
|
2017
Q2 | $727K | Buy |
13,120
+2,388
| +22% | +$132K | 0.47% | 36 |
|
|
2017
Q1 | $597K | Buy |
10,732
+1,172
| +12% | +$65.2K | 0.4% | 41 |
|
|
2016
Q4 | $527K | Buy |
+9,560
| New | +$527K | 0.36% | 43 |
|