Wells Fargo’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Sell |
18,081
-826
| -4% | -$11.6K | ﹤0.01% | 4242 |
|
2025
Q1 | $276K | Buy |
18,907
+590
| +3% | +$8.6K | ﹤0.01% | 4041 |
|
2024
Q4 | $260K | Buy |
18,317
+2,175
| +13% | +$30.8K | ﹤0.01% | 4156 |
|
2024
Q3 | $240K | Buy |
16,142
+503
| +3% | +$7.48K | ﹤0.01% | 4076 |
|
2024
Q2 | $211K | Sell |
15,639
-4,762
| -23% | -$64.1K | ﹤0.01% | 4140 |
|
2024
Q1 | $315K | Buy |
20,401
+1,698
| +9% | +$26.3K | ﹤0.01% | 3835 |
|
2023
Q4 | $294K | Sell |
18,703
-36
| -0.2% | -$566 | ﹤0.01% | 3856 |
|
2023
Q3 | $307K | Sell |
18,739
-2,045
| -10% | -$33.5K | ﹤0.01% | 3790 |
|
2023
Q2 | $391K | Buy |
20,784
+3,243
| +18% | +$61K | ﹤0.01% | 3910 |
|
2023
Q1 | $415K | Buy |
17,541
+4,178
| +31% | +$98.9K | ﹤0.01% | 3733 |
|
2022
Q4 | $354K | Sell |
13,363
-1,063
| -7% | -$28.2K | ﹤0.01% | 3620 |
|
2022
Q3 | $332K | Buy |
14,426
+52
| +0.4% | +$1.2K | ﹤0.01% | 3686 |
|
2022
Q2 | $296K | Sell |
14,374
-6,527
| -31% | -$134K | ﹤0.01% | 3840 |
|
2022
Q1 | $530K | Sell |
20,901
-1,106
| -5% | -$28K | ﹤0.01% | 4096 |
|
2021
Q4 | $632K | Buy |
22,007
+9,062
| +70% | +$260K | ﹤0.01% | 4189 |
|
2021
Q3 | $503K | Buy |
12,945
+3,444
| +36% | +$134K | ﹤0.01% | 4393 |
|
2021
Q2 | $301K | Sell |
9,501
-3,243
| -25% | -$103K | ﹤0.01% | 4582 |
|
2021
Q1 | $376K | Sell |
12,744
-9,629
| -43% | -$284K | ﹤0.01% | 4536 |
|
2020
Q4 | $619K | Sell |
22,373
-1,034
| -4% | -$28.6K | ﹤0.01% | 4301 |
|
2020
Q3 | $375K | Buy |
23,407
+8,000
| +52% | +$128K | ﹤0.01% | 4433 |
|
2020
Q2 | $246K | Buy |
15,407
+7,884
| +105% | +$126K | ﹤0.01% | 4638 |
|
2020
Q1 | $136K | Buy |
7,523
+2,058
| +38% | +$37.2K | ﹤0.01% | 4724 |
|
2019
Q4 | $115K | Buy |
5,465
+20
| +0.4% | +$421 | ﹤0.01% | 5029 |
|
2019
Q3 | $108K | Buy |
5,445
+2,839
| +109% | +$56.3K | ﹤0.01% | 5052 |
|
2019
Q2 | $60K | Sell |
2,606
-11,982
| -82% | -$276K | ﹤0.01% | 5210 |
|
2019
Q1 | $364K | Sell |
14,588
-7,410
| -34% | -$185K | ﹤0.01% | 4454 |
|
2018
Q4 | $515K | Buy |
21,998
+14,768
| +204% | +$346K | ﹤0.01% | 4192 |
|
2018
Q3 | $216K | Sell |
7,230
-20,126
| -74% | -$601K | ﹤0.01% | 4792 |
|
2018
Q2 | $576K | Buy |
27,356
+13,800
| +102% | +$291K | ﹤0.01% | 4250 |
|
2018
Q1 | $297K | Buy |
13,556
+6,060
| +81% | +$133K | ﹤0.01% | 4596 |
|
2017
Q4 | $243K | Buy |
+7,496
| New | +$243K | ﹤0.01% | 4702 |
|