Bogart Wealth, LLC Wells Fargo & Company Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,313 shares of WFC stock, worth $97,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,313

Previous 1,117 17.55%

Holding current value

$97,148

Previous $78,000 20.51%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$66.78 - $81.42 $13,088 - $15,958	196 Added 17.55%	1,313 $94,000
Q4 2024 Jan 29, 2025	BUY	$54.98 - $77.35 $12,040 - $16,939	219 Added 24.39%	1,117 $78,000
Q3 2024 Oct 22, 2024	BUY	$51.58 - $60.97 $51 - $60	1 Added 0.11%	898 $50,000
Q2 2024 Jul 31, 2024	BUY	$56.41 - $62.34 $1,917 - $2,119	34 Added 3.94%	897 $53,000
Q1 2024 Apr 25, 2024	SELL	$46.44 - $57.96 $47,786 - $59,640	-1,029 Reduced 54.39%	863 $50,000
Q4 2023 Feb 06, 2024	BUY	$38.67 - $50.51 $2,900 - $3,788	75 Added 4.13%	1,892 $93,000
Q3 2023 Oct 30, 2023	BUY	$40.43 - $47.13 $11,643 - $13,573	288 Added 18.84%	1,817 $74,000
Q1 2023 Apr 21, 2023	SELL	$36.23 - $48.5 $3,441 - $4,607	-95 Reduced 5.85%	1,529 $57,000
Q4 2022 Feb 06, 2023	SELL	$40.23 - $47.95 $8,247 - $9,829	-205 Reduced 11.21%	1,624 $67,000
Q3 2022 Nov 03, 2022	BUY	$1.55 - $45.53 $1,446 - $42,479	933 Added 104.13%	1,829 $74,000
Q2 2022 Jul 22, 2022	SELL	$37.43 - $49.33 $187 - $246	-5 Reduced 0.55%	896 $35,000
Q1 2022 Apr 22, 2022	BUY	$45.81 - $59.06 $2,611 - $3,366	57 Added 6.75%	901 $44,000
Q3 2021 Oct 15, 2021	SELL	$42.32 - $51.15 $45,578 - $55,088	-1,077 Reduced 56.06%	844 $39,000
Q2 2021 Aug 06, 2021	BUY	$39.48 - $47.9 $15,791 - $19,160	400 Added 26.3%	1,921 $87,000
Q3 2020 Oct 06, 2020	SELL	$22.83 - $26.35 $42,988 - $49,617	-1,883 Reduced 55.32%	1,521 $35,000
Q2 2020 Jul 08, 2020	BUY	$22.53 - $33.32 $11,422 - $16,893	507 Added 17.5%	3,404 $87,000
Q4 2019 Feb 10, 2020	SELL	$47.82 - $54.46 $1,817 - $2,069	-38 Reduced 1.29%	2,897 $156,000
Q3 2019 Oct 10, 2019	SELL	$43.38 - $50.71 $6,854 - $8,012	-158 Reduced 5.11%	2,935 $148,000
Q2 2019 Jul 11, 2019	SELL	$44.37 - $49.17 $532 - $590	-12 Reduced 0.39%	3,093 $146,000
Q1 2019 Apr 08, 2019	SELL	$46.57 - $51.73 $12,853 - $14,277	-276 Reduced 8.16%	3,105 $150,000
Q4 2018 Jan 15, 2019	BUY	$43.6 - $54.46 $7,542 - $9,421	173 Added 5.39%	3,381 $155,000
Q3 2018 Oct 16, 2018	SELL	$52.56 - $59.19 $20,025 - $22,551	-381 Reduced 10.62%	3,208 $169,000
Q2 2018 Jul 13, 2018	SELL	$50.39 - $56.18 $20,156 - $22,472	-400 Reduced 10.03%	3,589 $198,000
Q1 2018 Apr 13, 2018	SELL	$50.98 - $65.93 $65,662 - $84,917	-1,288 Reduced 24.41%	3,989 $212,000
Q4 2017 Jan 11, 2018	SELL	$53.19 - $61.61 $398,978 - $462,136	-7,501 Reduced 58.7%	5,277 $320,000
Q3 2017 Oct 12, 2017	SELL	$49.58 - $55.15 $16,956 - $18,861	-342 Reduced 2.61%	12,778 $705,000
Q2 2017 Sep 19, 2017	BUY	N/A	2,388 Added 22.25%	13,120 $727,000
Q1 2017 Sep 19, 2017	BUY	N/A	1,172 Added 12.26%	10,732 $597,000
Q4 2016 Aug 31, 2017	BUY	N/A	9,560	9,560 $527,000

Others Institutions Holding WFC

# of Institutions

2,902

Shares Held

2.29B

Call Options Held

46.2M

Put Options Held

46.4M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $281B
Description
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...

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Bogart Wealth, LLC Wells Fargo & Company Transaction History