Beacon Pointe Advisors’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
Q2 | $32.4M | Buy |
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|
2025
Q1 | $28.7M | Sell |
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|
2024
Q4 | $28.7M | Sell |
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|
2024
Q3 | $23.2M | Sell |
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|
2024
Q2 | $24.6M | Sell |
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|
2024
Q1 | $24.5M | Buy |
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|
2023
Q4 | $20.5M | Sell |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $6.33M | Sell |
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|
2023
Q1 | $6.07M | Buy |
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|
2022
Q4 | $6.36M | Buy |
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|
2022
Q3 | $5.06M | Sell |
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|
2022
Q2 | $5.29M | Sell |
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|
2022
Q1 | $9.2M | Buy |
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|
2021
Q4 | $4M | Sell |
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|
2021
Q3 | $4.37M | Buy |
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|
2021
Q2 | $3.1M | Buy |
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|
2021
Q1 | $755K | Sell |
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|
2020
Q4 | $940K | Sell |
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|
2020
Q3 | $843K | Buy |
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|
2020
Q2 | $904K | Buy |
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|
2020
Q1 | $571K | Buy |
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|
2019
Q4 | $668K | Buy |
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|
2019
Q3 | $372K | Sell |
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|
2019
Q2 | $584K | Sell |
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|
2019
Q1 | $761K | Buy |
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|
2018
Q4 | $722K | Buy |
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