Beaird Harris Wealth Management’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 | $105K | Buy |
|
|||||
|
2025
Q1 | $86.1K | Buy |
|
|||||
|
2024
Q4 | $79K | Buy |
|
|||||
|
2024
Q3 | $45K | Sell |
|
|||||
|
2024
Q2 | $51.3K | Buy |
|
|||||
|
2024
Q1 | $32.5K | Sell |
|
|||||
|
2023
Q4 | $34K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $21.5K | Buy |
|
|||||
|
2022
Q3 | $9K | Hold |
|
|||||
|
2022
Q2 | $9K | Sell |
|
|||||
|
2022
Q1 | $33K | Sell |
|
|||||
|
2021
Q4 | $120K | Buy |
|