BIP
Bouvel Investment Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-83,141
| Closed | -$3.11M | – | 76 |
|
|
2023
Q1 | $3.11M | Sell |
83,141
-236
| -0.3% | -$8.82K | 1.82% | 18 |
|
|
2022
Q4 | $3.44M | Sell |
83,377
-221
| -0.3% | -$9.13K | 2.22% | 12 |
|
|
2022
Q3 | $3.36M | Buy |
83,598
+1,984
| +2% | +$79.8K | 2.24% | 12 |
|
|
2022
Q2 | $3.2M | Buy |
81,614
+41
| +0.1% | +$1.61K | 2.41% | 11 |
|
|
2022
Q1 | $3.95M | Buy |
81,573
+2,956
| +4% | +$143K | 2.41% | 10 |
|
|
2021
Q4 | $3.77M | Buy |
78,617
+604
| +0.8% | +$29K | 2.12% | 13 |
|
|
2021
Q3 | $3.62M | Buy |
78,013
+1,122
| +1% | +$52.1K | 2.05% | 15 |
|
|
2021
Q2 | $3.48M | Buy |
76,891
+404
| +0.5% | +$18.3K | 1.97% | 18 |
|
|
2021
Q1 | $2.99M | Buy |
+76,487
| New | +$2.99M | 1.92% | 20 |
|