Bordeaux Wealth Advisors’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
Q2 | $240K | Sell |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $387K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $368K | Sell |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $496K | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $209K | Buy |
|