Beacon Financial Group’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
Q3 | $7.14M | Sell |
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|
2025
Q2 | $7.21M | Sell |
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|
2025
Q1 | $6.85M | Sell |
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|
2024
Q4 | $7.13M | Sell |
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|
2024
Q3 | $6.02M | Sell |
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|
2024
Q2 | $6.48M | Sell |
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|
2024
Q1 | $6.56M | Sell |
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|
2023
Q4 | $5.82M | Sell |
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $5.66M | Sell |
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|
2023
Q1 | $5.25M | Sell |
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|
2022
Q4 | $5.91M | Sell |
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|
2022
Q3 | $5.99M | Buy |
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|
2022
Q2 | $5.82M | Sell |
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|
2022
Q1 | $7.11M | Buy |
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|
2021
Q4 | $6.93M | Sell |
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|
2021
Q3 | $6.51M | Buy |
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|
2021
Q2 | $5.79M | Buy |
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|
2021
Q1 | $4.07M | Hold |
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|
2020
Q4 | $4.07M | Buy |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $3.83M | Buy |
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|
2020
Q1 | $4.09M | Buy |
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|
2019
Q4 | $7.2M | Buy |
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|
2019
Q3 | $6.6M | Sell |
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|
2019
Q2 | $6.26M | Buy |
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|
2019
Q1 | $6.34K | Buy |
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|
2018
Q4 | $5.98M | Sell |
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|
2018
Q3 | $7.67M | Sell |
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|
2018
Q2 | $8.31M | Sell |
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|
2018
Q1 | $7.97M | Buy |
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|
2017
Q4 | $9.12M | Sell |
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|
2017
Q3 | $8.43M | Sell |
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|
2017
Q2 | $13.6M | Buy |
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|
2017
Q1 | $13.3M | Buy |
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|
2016
Q4 | $12.6M | Buy |
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|
2016
Q3 | $10.1M | Buy |
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|
2016
Q2 | $10.5M | Buy |
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|
2016
Q1 | $10.8M | Buy |
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|
2015
Q4 | $6.97M | Sell |
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|
2015
Q3 | $6.69M | Buy |
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|
2015
Q2 | $7.35M | Buy |
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|
2015
Q1 | $4.16M | Buy |
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|
2014
Q4 | $4.2M | Buy |
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|
2014
Q3 | $3.73M | Buy |
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|
2014
Q2 | $3.71M | Buy |
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|
2014
Q1 | $3.16M | Buy |
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|
2013
Q4 | $2.69M | Buy |
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|
2013
Q3 | $2.35M | Buy |
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