Wells Fargo’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.2K | Hold |
6,343
| – | – | ﹤0.01% | 4847 |
|
|
2025
Q1 | $93.7K | Buy |
6,343
+1
| +0% | +$15 | ﹤0.01% | 4684 |
|
|
2024
Q4 | $101K | Hold |
6,342
| – | – | ﹤0.01% | 4712 |
|
|
2024
Q3 | $87.1K | Sell |
6,342
-1
| -0% | -$14 | ﹤0.01% | 4701 |
|
|
2024
Q2 | $71.4K | Sell |
6,343
-30
| -0.5% | -$338 | ﹤0.01% | 4768 |
|
|
2024
Q1 | $66K | Sell |
6,373
-4
| -0.1% | -$41 | ﹤0.01% | 4768 |
|
|
2023
Q4 | $77.9K | Buy |
6,377
+6
| +0.1% | +$73 | ﹤0.01% | 4645 |
|
|
2023
Q3 | $66.9K | Hold |
6,371
| – | – | ﹤0.01% | 4680 |
|
|
2023
Q2 | $58K | Buy |
6,371
+1
| +0% | +$9 | ﹤0.01% | 5080 |
|
|
2023
Q1 | $67K | Hold |
6,370
| – | – | ﹤0.01% | 4722 |
|
|
2022
Q4 | $75.9K | Hold |
6,370
| – | – | ﹤0.01% | 4385 |
|
|
2022
Q3 | $80K | Hold |
6,370
| – | – | ﹤0.01% | 4433 |
|
|
2022
Q2 | $82K | Buy |
6,370
+2
| +0% | +$26 | ﹤0.01% | 4499 |
|
|
2022
Q1 | $94K | Hold |
6,368
| – | – | ﹤0.01% | 5044 |
|
|
2021
Q4 | $98K | Sell |
6,368
-1,000
| -14% | -$15.4K | ﹤0.01% | 5246 |
|
|
2021
Q3 | $106K | Buy |
7,368
+376
| +5% | +$5.41K | ﹤0.01% | 5065 |
|
|
2021
Q2 | $111K | Sell |
6,992
-699
| -9% | -$11.1K | ﹤0.01% | 4956 |
|
|
2021
Q1 | $99K | Buy |
7,691
+123
| +2% | +$1.58K | ﹤0.01% | 5150 |
|
|
2020
Q4 | $83K | Buy |
7,568
+111
| +1% | +$1.22K | ﹤0.01% | 5251 |
|
|
2020
Q3 | $66K | Buy |
7,457
+770
| +12% | +$6.82K | ﹤0.01% | 5187 |
|
|
2020
Q2 | $57K | Hold |
6,687
| – | – | ﹤0.01% | 5194 |
|
|
2020
Q1 | $53K | Sell |
6,687
-965
| -13% | -$7.65K | ﹤0.01% | 5094 |
|
|
2019
Q4 | $106K | Sell |
7,652
-594
| -7% | -$8.23K | ﹤0.01% | 5063 |
|
|
2019
Q3 | $108K | Buy |
8,246
+1,584
| +24% | +$20.7K | ﹤0.01% | 5053 |
|
|
2019
Q2 | $89K | Hold |
6,662
| – | – | ﹤0.01% | 5108 |
|
|
2019
Q1 | $83K | Buy |
6,662
+1
| +0% | +$12 | ﹤0.01% | 5101 |
|
|
2018
Q4 | $79K | Hold |
6,661
| – | – | ﹤0.01% | 5131 |
|
|
2018
Q3 | $96K | Sell |
6,661
-308
| -4% | -$4.44K | ﹤0.01% | 5135 |
|
|
2018
Q2 | $105K | Buy |
6,969
+2
| +0% | +$30 | ﹤0.01% | 5131 |
|
|
2018
Q1 | $97K | Sell |
6,967
-1,125
| -14% | -$15.7K | ﹤0.01% | 5073 |
|
|
2017
Q4 | $110K | Sell |
8,092
-4,498
| -36% | -$61.1K | ﹤0.01% | 5050 |
|
|
2017
Q3 | $166K | Buy |
12,590
+5,621
| +81% | +$74.1K | ﹤0.01% | 4826 |
|
|
2017
Q2 | $95K | Hold |
6,969
| – | – | ﹤0.01% | 4965 |
|
|
2017
Q1 | $93K | Sell |
6,969
-4,777
| -41% | -$63.7K | ﹤0.01% | 4983 |
|
|
2016
Q4 | $162K | Buy |
11,746
+10,274
| +698% | +$142K | ﹤0.01% | 4695 |
|
|
2016
Q3 | $16K | Buy |
1,472
+737
| +100% | +$8.01K | ﹤0.01% | 5353 |
|
|
2016
Q2 | $8K | Hold |
735
| – | – | ﹤0.01% | 5432 |
|
|
2016
Q1 | $8K | Hold |
735
| – | – | ﹤0.01% | 5513 |
|
|
2015
Q4 | $9K | Buy |
735
+109
| +17% | +$1.34K | ﹤0.01% | 5476 |
|
|
2015
Q3 | $6K | Buy |
626
+1
| +0.2% | +$10 | ﹤0.01% | 5534 |
|
|
2015
Q2 | $6K | Hold |
625
| – | – | ﹤0.01% | 5688 |
|
|
2015
Q1 | $6K | Hold |
625
| – | – | ﹤0.01% | 5540 |
|
|
2014
Q4 | $6K | Hold |
625
| – | – | ﹤0.01% | 5558 |
|
|
2014
Q3 | $5K | Hold |
625
| – | – | ﹤0.01% | 5613 |
|
|
2014
Q2 | $5K | Hold |
625
| – | – | ﹤0.01% | 5603 |
|
|
2014
Q1 | $5K | Hold |
625
| – | – | ﹤0.01% | 5354 |
|
|
2013
Q4 | $5K | Hold |
625
| – | – | ﹤0.01% | 5204 |
|
|
2013
Q3 | $5K | Hold |
625
| – | – | ﹤0.01% | 5148 |
|
|
2013
Q2 | $4K | Buy |
+625
| New | +$4K | ﹤0.01% | 5120 |
|