Beacon Financial Advisory’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 | $368K | Buy |
4,598
+961
| +26% | +$77K | 0.1% | 244 |
|
|
2025
Q1 | $261K | Buy |
3,637
+50
| +1% | +$3.59K | 0.08% | 266 |
|
|
2024
Q4 | $252K | Buy |
+3,587
| New | +$252K | 0.08% | 253 |
|
|
2020
Q3 | – | Sell |
-14,591
| Closed | -$373K | – | 188 |
|
|
2020
Q2 | $373K | Sell |
14,591
-66
| -0.5% | -$1.69K | 0.41% | 81 |
|
|
2020
Q1 | $420K | Sell |
14,657
-1,411
| -9% | -$40.4K | 0.53% | 62 |
|
|
2019
Q4 | $864K | Buy |
+16,068
| New | +$864K | 0.74% | 38 |
|