Beacon Investment Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.9K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $386K | Sell |
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|
2019
Q4 | $830K | Buy |
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|
2019
Q3 | $589K | Buy |
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|
2019
Q2 | $529K | Sell |
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|
2019
Q1 | $562K | Buy |
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|
2018
Q4 | $509K | Sell |
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|
2018
Q3 | $808K | Buy |
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|
2018
Q2 | $817K | Buy |
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|
2018
Q1 | $743K | Buy |
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|
2017
Q4 | $782K | Sell |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $390K | Sell |
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|
2017
Q1 | $419K | Hold |
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|
2016
Q4 | $415K | Sell |
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|
2016
Q3 | $379K | Sell |
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|
2016
Q2 | $414K | Buy |
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|
2016
Q1 | $415K | Sell |
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|
2015
Q4 | $469K | Hold |
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|
2015
Q3 | $443K | Sell |
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|
2015
Q2 | $504K | Buy |
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