Beach Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $604K | Buy |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $519K | Hold |
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|
2022
Q1 | $642K | Hold |
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|
2021
Q4 | $635K | Hold |
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|
2021
Q3 | $614K | Hold |
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|
2021
Q2 | $600K | Sell |
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|
2021
Q1 | $556K | Buy |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $452K | Hold |
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|
2019
Q4 | $847K | Hold |
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|
2019
Q3 | $794K | Sell |
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|
2019
Q2 | $753K | Hold |
|
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|
2019
Q1 | $769K | Hold |
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|
2018
Q4 | $778K | Sell |
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|
2018
Q3 | $869K | Hold |
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|
2018
Q2 | $917K | Hold |
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|
2018
Q1 | $867K | Hold |
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|
2017
Q4 | $1M | Sell |
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|
2017
Q3 | $1M | Hold |
|
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|
2017
Q2 | $1.01M | Hold |
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|
2017
Q1 | $1.01M | Buy |
|
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|
2016
Q4 | $911K | Sell |
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|
2016
Q3 | $794K | Sell |
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|
2016
Q2 | $849K | Sell |
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|
2016
Q1 | $868K | Hold |
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|
2015
Q4 | $976K | Hold |
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|
2015
Q3 | $922K | Hold |
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|
2015
Q2 | $1.01M | Hold |
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|
2015
Q1 | $977K | Hold |
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|
2014
Q4 | $984K | Sell |
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|
2014
Q3 | $6.12M | Sell |
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|
2014
Q2 | $15.2M | Buy |
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|
2014
Q1 | $14.1M | Buy |
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|
2013
Q4 | $12.4M | Sell |
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|
2013
Q3 | $13M | Sell |
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|
2013
Q2 | $18.4M | Buy |
|