BPA
Beacon Pointe Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Buy |
404,731
+5,598
| +1% | +$449K | 0.34% | 58 |
|
|
2025
Q1 | $28.7M | Sell |
399,133
-10,091
| -2% | -$724K | 0.32% | 69 |
|
|
2024
Q4 | $28.7M | Sell |
409,224
-1,351
| -0.3% | -$94.9K | 0.32% | 64 |
|
|
2024
Q3 | $23.2M | Sell |
410,575
-3,723
| -0.9% | -$210K | 0.27% | 85 |
|
|
2024
Q2 | $24.6M | Sell |
414,298
-8,740
| -2% | -$519K | 0.29% | 75 |
|
|
2024
Q1 | $24.5M | Buy |
423,038
+6,334
| +2% | +$367K | 0.27% | 82 |
|
|
2023
Q4 | $20.5M | Sell |
416,704
-22,266
| -5% | -$1.1M | 0.25% | 99 |
|
|
2023
Q3 | $17.9M | Buy |
438,970
+290,734
| +196% | +$11.9M | 0.22% | 109 |
|
|
2023
Q2 | $6.33M | Sell |
148,236
-14,261
| -9% | -$609K | 0.1% | 181 |
|
|
2023
Q1 | $6.07M | Buy |
162,497
+8,436
| +5% | +$315K | 0.1% | 183 |
|
|
2022
Q4 | $6.36M | Buy |
154,061
+28,064
| +22% | +$1.16M | 0.12% | 166 |
|
|
2022
Q3 | $5.06M | Sell |
125,997
-8,935
| -7% | -$359K | 0.11% | 173 |
|
|
2022
Q2 | $5.29M | Sell |
134,932
-54,992
| -29% | -$2.16M | 0.11% | 174 |
|
|
2022
Q1 | $9.2M | Buy |
189,924
+106,571
| +128% | +$5.16M | 0.13% | 164 |
|
|
2021
Q4 | $4M | Sell |
83,353
-10,786
| -11% | -$517K | 0.1% | 166 |
|
|
2021
Q3 | $4.37M | Buy |
94,139
+25,675
| +38% | +$1.19M | 0.11% | 184 |
|
|
2021
Q2 | $3.1M | Buy |
68,464
+49,121
| +254% | +$2.22M | 0.11% | 168 |
|
|
2021
Q1 | $755K | Sell |
19,343
-11,848
| -38% | -$462K | 0.05% | 239 |
|
|
2020
Q4 | $940K | Sell |
31,191
-4,658
| -13% | -$140K | 0.06% | 206 |
|
|
2020
Q3 | $843K | Buy |
35,849
+651
| +2% | +$15.3K | 0.08% | 185 |
|
|
2020
Q2 | $904K | Buy |
35,198
+15,181
| +76% | +$390K | 0.09% | 173 |
|
|
2020
Q1 | $571K | Buy |
20,017
+7,567
| +61% | +$216K | 0.09% | 165 |
|
|
2019
Q4 | $668K | Buy |
12,450
+5,073
| +69% | +$272K | 0.21% | 100 |
|
|
2019
Q3 | $372K | Sell |
7,377
-4,956
| -40% | -$250K | 0.16% | 120 |
|
|
2019
Q2 | $584K | Sell |
12,333
-3,413
| -22% | -$162K | 0.21% | 111 |
|
|
2019
Q1 | $761K | Buy |
15,746
+14
| +0.1% | +$677 | 0.29% | 87 |
|
|
2018
Q4 | $722K | Buy |
+15,732
| New | +$722K | 0.44% | 64 |
|