BFG
Bouchey Financial Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
7,433
-25
| -0.3% | -$2K | 0.05% | 69 |
|
|
2025
Q1 | $535K | Buy |
7,458
+716
| +11% | +$51.4K | 0.05% | 73 |
|
|
2024
Q4 | $474K | Sell |
6,742
-159
| -2% | -$11.2K | 0.04% | 79 |
|
|
2024
Q3 | $390K | Sell |
6,901
-15
| -0.2% | -$847 | 0.03% | 105 |
|
|
2024
Q2 | $410K | Buy |
6,916
+3
| +0% | +$178 | 0.04% | 93 |
|
|
2024
Q1 | $401K | Buy |
6,913
+33
| +0.5% | +$1.91K | 0.04% | 91 |
|
|
2023
Q4 | $339K | Buy |
6,880
+203
| +3% | +$9.99K | 0.04% | 97 |
|
|
2023
Q3 | $273K | Hold |
6,677
| – | – | 0.03% | 99 |
|
|
2023
Q2 | $285K | Sell |
6,677
-10
| -0.1% | -$427 | 0.03% | 87 |
|
|
2023
Q1 | $249K | Hold |
6,687
| – | – | 0.03% | 87 |
|
|
2022
Q4 | $276K | Hold |
6,687
| – | – | 0.04% | 74 |
|
|
2022
Q3 | $269K | Hold |
6,687
| – | – | 0.04% | 76 |
|
|
2022
Q2 | $262K | Hold |
6,687
| – | – | 0.04% | 77 |
|
|
2022
Q1 | $324K | Hold |
6,687
| – | – | 0.04% | 74 |
|
|
2021
Q4 | $321K | Sell |
6,687
-500
| -7% | -$24K | 0.04% | 76 |
|
|
2021
Q3 | $334K | Hold |
7,187
| – | – | 0.05% | 67 |
|
|
2021
Q2 | $325K | Hold |
7,187
| – | – | 0.05% | 60 |
|
|
2021
Q1 | $281K | Buy |
+7,187
| New | +$281K | 0.05% | 66 |
|
|
2020
Q1 | – | Sell |
-6,549
| Closed | -$352K | – | 80 |
|
|
2019
Q4 | $352K | Hold |
6,549
| – | – | 0.08% | 55 |
|
|
2019
Q3 | $330K | Hold |
6,549
| – | – | 0.08% | 55 |
|
|
2019
Q2 | $310K | Hold |
6,549
| – | – | 0.08% | 58 |
|
|
2019
Q1 | $316K | Hold |
6,549
| – | – | 0.08% | 59 |
|
|
2018
Q4 | $302K | Sell |
6,549
-243
| -4% | -$11.2K | 0.09% | 57 |
|
|
2018
Q3 | $357K | Hold |
6,792
| – | – | 0.09% | 51 |
|
|
2018
Q2 | $377K | Hold |
6,792
| – | – | 0.1% | 46 |
|
|
2018
Q1 | $356K | Sell |
6,792
-156
| -2% | -$8.18K | 0.1% | 49 |
|
|
2017
Q4 | $422K | Sell |
6,948
-327
| -4% | -$19.9K | 0.12% | 53 |
|
|
2017
Q3 | $401K | Buy |
7,275
+271
| +4% | +$14.9K | 0.13% | 49 |
|
|
2017
Q2 | $388K | Buy |
7,004
+1
| +0% | +$55 | 0.12% | 49 |
|
|
2017
Q1 | $390K | Buy |
7,003
+329
| +5% | +$18.3K | 0.14% | 46 |
|
|
2016
Q4 | $368K | Buy |
6,674
+1
| +0% | +$55 | 0.15% | 43 |
|
|
2016
Q3 | $295K | Buy |
6,673
+1
| +0% | +$44 | 0.12% | 48 |
|
|
2016
Q2 | $316K | Buy |
6,672
+501
| +8% | +$23.7K | 0.13% | 50 |
|
|
2016
Q1 | $298K | Buy |
6,171
+1
| +0% | +$48 | 0.13% | 49 |
|
|
2015
Q4 | $335K | Buy |
6,170
+208
| +3% | +$11.3K | 0.14% | 46 |
|
|
2015
Q3 | $306K | Buy |
5,962
+1
| +0% | +$51 | 0.15% | 44 |
|
|
2015
Q2 | $335K | Buy |
5,961
+1
| +0% | +$56 | 0.14% | 46 |
|
|
2015
Q1 | $324K | Buy |
5,960
+1
| +0% | +$54 | 0.15% | 48 |
|
|
2014
Q4 | $327K | Sell |
5,959
-1,004
| -14% | -$55.1K | 0.15% | 48 |
|
|
2014
Q3 | $361K | Sell |
6,963
-199
| -3% | -$10.3K | 0.18% | 50 |
|
|
2014
Q2 | $376K | Buy |
7,162
+1
| +0% | +$52 | 0.2% | 52 |
|
|
2014
Q1 | $356K | Buy |
7,161
+1
| +0% | +$50 | 0.22% | 49 |
|
|
2013
Q4 | $334K | Buy |
+7,160
| New | +$334K | 0.24% | 49 |
|