Beacon Financial Advisory’s Wells Fargo WFC Stock Holding History

Beacon Financial Advisory’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$381K	Sell
2025 Q2	$368K	Buy
2025 Q1	$261K	Buy
2024 Q4	$252K	Buy
2020 Q3	–	Sell
2020 Q2	$373K	Sell
2020 Q1	$420K	Sell
2019 Q4	$864K	Buy