BMM
Buffington Mohr McNeal’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.91M | Buy |
26,611
+3,809
| +17% | +$273K | 0.38% | 45 |
|
|
2024
Q4 | $1.6M | Hold |
22,802
| – | – | 0.27% | 53 |
|
|
2024
Q3 | $1.29M | Buy |
22,802
+19
| +0.1% | +$1.07K | 0.21% | 59 |
|
|
2024
Q2 | $1.35M | Hold |
22,783
| – | – | 0.24% | 56 |
|
|
2024
Q1 | $1.32M | Sell |
22,783
-1,500
| -6% | -$86.9K | 0.24% | 54 |
|
|
2023
Q4 | $1.2M | Hold |
24,283
| – | – | 0.24% | 59 |
|
|
2023
Q3 | $992K | Hold |
24,283
| – | – | 0.23% | 68 |
|
|
2023
Q2 | $1.04M | Hold |
24,283
| – | – | 0.22% | 66 |
|
|
2023
Q1 | $908K | Hold |
24,283
| – | – | 0.21% | 73 |
|
|
2022
Q4 | $1M | Hold |
24,283
| – | – | 0.23% | 72 |
|
|
2022
Q3 | $977K | Sell |
24,283
-750
| -3% | -$30.2K | 0.24% | 70 |
|
|
2022
Q2 | $981K | Hold |
25,033
| – | – | 0.22% | 74 |
|
|
2022
Q1 | $1.21M | Hold |
25,033
| – | – | 0.23% | 68 |
|
|
2021
Q4 | $1.2M | Buy |
25,033
+11,331
| +83% | +$544K | 0.21% | 71 |
|
|
2021
Q3 | $636K | Sell |
13,702
-6
| -0% | -$278 | 0.12% | 84 |
|
|
2021
Q2 | $621K | Sell |
13,708
-422
| -3% | -$19.1K | 0.12% | 88 |
|
|
2021
Q1 | $552K | Buy |
+14,130
| New | +$552K | 0.12% | 90 |
|
|
2020
Q1 | – | Sell |
-5,354
| Closed | -$288K | – | 115 |
|
|
2019
Q4 | $288K | Sell |
5,354
-400
| -7% | -$21.5K | 0.08% | 103 |
|
|
2019
Q3 | $290K | Sell |
5,754
-134
| -2% | -$6.75K | 0.09% | 102 |
|
|
2019
Q2 | $279K | Hold |
5,888
| – | – | 0.09% | 106 |
|
|
2019
Q1 | $285K | Hold |
5,888
| – | – | 0.09% | 108 |
|
|
2018
Q4 | $271K | Hold |
5,888
| – | – | 0.11% | 111 |
|
|
2018
Q3 | $309K | Hold |
5,888
| – | – | 0.11% | 110 |
|
|
2018
Q2 | $326K | Sell |
5,888
-95
| -2% | -$5.26K | 0.12% | 109 |
|
|
2018
Q1 | $314K | Hold |
5,983
| – | – | 0.12% | 107 |
|
|
2017
Q4 | $363K | Hold |
5,983
| – | – | 0.14% | 100 |
|
|
2017
Q3 | $334K | Sell |
5,983
-23,350
| -80% | -$1.3M | 0.13% | 107 |
|
|
2017
Q2 | $1.63M | Hold |
29,333
| – | – | 0.64% | 49 |
|
|
2017
Q1 | $1.63M | Buy |
29,333
+23,028
| +365% | +$1.28M | 0.72% | 44 |
|
|
2016
Q4 | $348K | Buy |
6,305
+239
| +4% | +$13.2K | 0.13% | 94 |
|
|
2016
Q3 | $268K | Hold |
6,066
| – | – | 0.11% | 105 |
|
|
2016
Q2 | $287K | Sell |
6,066
-715
| -11% | -$33.8K | 0.13% | 107 |
|
|
2016
Q1 | $327K | Buy |
6,781
+2,274
| +50% | +$110K | 0.14% | 106 |
|
|
2015
Q4 | $245K | Buy |
4,507
+1,400
| +45% | +$76.1K | 0.13% | 96 |
|
|
2015
Q3 | $160K | Hold |
3,107
| – | – | 0.1% | 65 |
|
|
2015
Q2 | $174K | Hold |
3,107
| – | – | 0.1% | 68 |
|
|
2015
Q1 | $169K | Sell |
3,107
-412
| -12% | -$22.4K | 0.09% | 68 |
|
|
2014
Q4 | $193K | Sell |
3,519
-1,603
| -31% | -$87.9K | 0.11% | 58 |
|
|
2014
Q3 | $266K | Hold |
5,122
| – | – | 0.15% | 52 |
|
|
2014
Q2 | $269K | Buy |
5,122
+412
| +9% | +$21.6K | 0.15% | 53 |
|
|
2014
Q1 | $234K | Sell |
4,710
-400
| -8% | -$19.9K | 0.14% | 55 |
|
|
2013
Q4 | $232K | Hold |
5,110
| – | – | 0.14% | 54 |
|
|
2013
Q3 | $211K | Sell |
5,110
-374
| -7% | -$15.4K | 0.13% | 55 |
|
|
2013
Q2 | $226K | Buy |
+5,484
| New | +$226K | 0.15% | 58 |
|