Bordeaux Wealth Advisors’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 | $240K | Sell |
2,993
-296
| -9% | -$23.7K | 0.03% | 144 |
|
|
2025
Q1 | $236K | Sell |
3,289
-263
| -7% | -$18.9K | 0.04% | 139 |
|
|
2024
Q4 | $249K | Buy |
+3,552
| New | +$249K | 0.04% | 133 |
|
|
2024
Q3 | – | Sell |
-6,517
| Closed | -$387K | – | 162 |
|
|
2024
Q2 | $387K | Buy |
+6,517
| New | +$387K | 0.07% | 94 |
|
|
2023
Q3 | – | Sell |
-8,629
| Closed | -$368K | – | 104 |
|
|
2023
Q2 | $368K | Sell |
8,629
-704
| -8% | -$30K | 0.15% | 70 |
|
|
2023
Q1 | $349K | Buy |
9,333
+517
| +6% | +$19.3K | 0.18% | 78 |
|
|
2022
Q4 | $364K | Buy |
8,816
+37
| +0.4% | +$1.53K | 0.2% | 64 |
|
|
2022
Q3 | $353K | Sell |
8,779
-1,311
| -13% | -$52.7K | 0.22% | 59 |
|
|
2022
Q2 | $395K | Sell |
10,090
-136
| -1% | -$5.32K | 0.27% | 56 |
|
|
2022
Q1 | $496K | Buy |
10,226
+2,273
| +29% | +$110K | 0.27% | 58 |
|
|
2021
Q4 | $382K | Buy |
7,953
+2,568
| +48% | +$123K | 0.18% | 69 |
|
|
2021
Q3 | $250K | Buy |
5,385
+760
| +16% | +$35.3K | 0.14% | 67 |
|
|
2021
Q2 | $209K | Buy |
+4,625
| New | +$209K | 0.12% | 70 |
|