Beacon Capital Management LLC (Tennessee)’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
Q2 | $115K | Sell |
|
|||||
|
2025
Q1 | $107K | Buy |
|
|||||
|
2024
Q4 | $104K | Buy |
|
|||||
|
2024
Q3 | $83.4K | Buy |
|
|||||
|
2024
Q2 | $78.2K | Buy |
|
|||||
|
2024
Q1 | $76.3K | Buy |
|
|||||
|
2023
Q4 | $45.5K | Sell |
|
|||||
|
2023
Q3 | $67.3K | Hold |
|
|||||
|
2023
Q2 | $67.3K | Buy |
|
|||||
|
2023
Q1 | $54.9K | Buy |
|
|||||
|
2022
Q4 | $60.6K | Buy |
|
|||||
|
2022
Q3 | $58K | Sell |
|
|||||
|
2022
Q2 | $77K | Hold |
|
|||||
|
2022
Q1 | $77K | Buy |
|