BCFD
Boit C.F. David’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Hold |
10,519
| – | – | 0.41% | 48 |
|
|
2025
Q1 | $755K | Sell |
10,519
-5,000
| -32% | -$359K | 0.38% | 49 |
|
|
2024
Q4 | $1.09M | Hold |
15,519
| – | – | 0.44% | 40 |
|
|
2024
Q3 | $858K | Hold |
15,519
| – | – | 0.43% | 42 |
|
|
2024
Q2 | $922K | Hold |
15,519
| – | – | 0.48% | 41 |
|
|
2024
Q1 | $924K | Sell |
15,519
-3,844
| -20% | -$229K | 0.5% | 40 |
|
|
2023
Q4 | $943K | Hold |
19,363
| – | – | 0.53% | 42 |
|
|
2023
Q3 | $767K | Sell |
19,363
-3,800
| -16% | -$151K | 0.52% | 38 |
|
|
2023
Q2 | $989K | Sell |
23,163
-3,000
| -11% | -$128K | 0.66% | 35 |
|
|
2023
Q1 | $978K | Hold |
26,163
| – | – | 0.67% | 35 |
|
|
2022
Q4 | $1.08M | Hold |
26,163
| – | – | 0.77% | 33 |
|
|
2022
Q3 | $1.05M | Buy |
+26,163
| New | +$1.05M | 0.86% | 33 |
|
|
2022
Q1 | $1.26M | Hold |
26,163
| – | – | 0.82% | 34 |
|
|
2021
Q4 | $1.26M | Hold |
26,163
| – | – | 0.8% | 34 |
|
|
2021
Q3 | $1.23M | Hold |
26,163
| – | – | 0.84% | 32 |
|
|
2021
Q2 | $1.19M | Buy |
+26,163
| New | +$1.19M | 0.9% | 32 |
|