Beacon Capital Management LLC (Tennessee)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
1,431
-55
| -4% | -$4.41K | 0.02% | 185 |
|
|
2025
Q1 | $107K | Buy |
1,486
+6
| +0.4% | +$431 | 0.01% | 194 |
|
|
2024
Q4 | $104K | Buy |
1,480
+4
| +0.3% | +$281 | 0.01% | 188 |
|
|
2024
Q3 | $83.4K | Buy |
1,476
+159
| +12% | +$8.98K | 0.01% | 226 |
|
|
2024
Q2 | $78.2K | Buy |
1,317
+1
| +0.1% | +$59 | 0.01% | 205 |
|
|
2024
Q1 | $76.3K | Buy |
1,316
+203
| +18% | +$11.8K | 0.02% | 212 |
|
|
2023
Q4 | $45.5K | Sell |
1,113
-464
| -29% | -$19K | 0.01% | 235 |
|
|
2023
Q3 | $67.3K | Hold |
1,577
| – | – | 0.02% | 199 |
|
|
2023
Q2 | $67.3K | Buy |
1,577
+108
| +7% | +$4.61K | 0.02% | 199 |
|
|
2023
Q1 | $54.9K | Buy |
1,469
+3
| +0.2% | +$112 | 0.02% | 206 |
|
|
2022
Q4 | $60.6K | Buy |
1,466
+6
| +0.4% | +$248 | 0.02% | 195 |
|
|
2022
Q3 | $58K | Sell |
1,460
-113
| -7% | -$4.49K | 0.02% | 199 |
|
|
2022
Q2 | $77K | Hold |
1,573
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $77K | Buy |
+1,573
| New | +$77K | 0.02% | 185 |
|