Bordeaux Wealth Advisors LLC
- SEC CIK
- 0001821271
- Latest filing
- Aug 4, 2025
WFC holding history
Wells Fargo & Company in every 13F filed by Bordeaux Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WFC overviewAll 13F holders of WFCFull Q2 2025 holdings
- Shares (Q2 2025)
- 2,993
- Value
- $239.8K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 2,993 | $239.8K | <0.1% | −296−9.0% | Reduced | Holders |
| Q1 2025 | 3,289 | $236.1K | <0.1% | −263−7.4% | Reduced | Holders |
| Q4 2024 | 3,552 | $249.5K | <0.1% | +3,552 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −6,517−100.0% | Sold out | Holders |
| Q2 2024 | 6,517 | $387.0K | 0.1% | +6,517 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −8,629−100.0% | Sold out | Holders |
| Q2 2023 | 8,629 | $368.3K | 0.2% | −704−7.5% | Reduced | Holders |
| Q1 2023 | 9,333 | $348.9K | 0.2% | +517+5.9% | Added | Holders |
| Q4 2022 | 8,816 | $364.0K | 0.2% | +37+0.4% | Added | Holders |
| Q3 2022 | 8,779 | $353.0K | 0.2% | −1,311−13.0% | Reduced | Holders |
| Q2 2022 | 10,090 | $395.0K | 0.3% | −136−1.3% | Reduced | Holders |
| Q1 2022 | 10,226 | $496.0K | 0.3% | +2,273+28.6% | Added | Holders |
| Q4 2021 | 7,953 | $382.0K | 0.2% | +2,568+47.7% | Added | Holders |
| Q3 2021 | 5,385 | $250.0K | 0.1% | +760+16.4% | Added | Holders |
| Q2 2021 | 4,625 | $209.0K | 0.1% | +4,625 | New | Holders |