BSW Wealth Partners’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 | $247K | Buy |
3,086
+4
| +0.1% | +$320 | 0.03% | 274 |
|
|
2025
Q1 | $221K | Sell |
3,082
-186
| -6% | -$13.4K | 0.03% | 276 |
|
|
2024
Q4 | $230K | Buy |
+3,268
| New | +$230K | 0.03% | 278 |
|
|
2020
Q1 | – | Sell |
-5,605
| Closed | -$302K | – | 138 |
|
|
2019
Q4 | $302K | Buy |
5,605
+408
| +8% | +$22K | 0.1% | 98 |
|
|
2019
Q3 | $262K | Buy |
5,197
+540
| +12% | +$27.2K | 0.1% | 83 |
|
|
2019
Q2 | $220K | Sell |
4,657
-207
| -4% | -$9.78K | 0.08% | 94 |
|
|
2019
Q1 | $235K | Buy |
4,864
+171
| +4% | +$8.26K | 0.09% | 83 |
|
|
2018
Q4 | $216K | Sell |
4,693
-15
| -0.3% | -$690 | 0.08% | 81 |
|
|
2018
Q3 | $247K | Sell |
4,708
-105
| -2% | -$5.51K | 0.09% | 108 |
|
|
2018
Q2 | $267K | Buy |
4,813
+401
| +9% | +$22.2K | 0.12% | 70 |
|
|
2018
Q1 | $231K | Buy |
4,412
+214
| +5% | +$11.2K | 0.1% | 72 |
|
|
2017
Q4 | $255K | Buy |
+4,198
| New | +$255K | 0.11% | 73 |
|