Beacon Capital Management Inc (Ohio)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.62K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $10K | Sell |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $16K | Buy |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Sell |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $116K | Buy |
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