Beaird Harris Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
1,308
+109
| +9% | +$8.73K | 0.01% | 181 |
|
|
2025
Q1 | $86.1K | Buy |
1,199
+75
| +7% | +$5.38K | 0.01% | 178 |
|
|
2024
Q4 | $79K | Buy |
1,124
+327
| +41% | +$23K | 0.01% | 192 |
|
|
2024
Q3 | $45K | Sell |
797
-68
| -8% | -$3.84K | ﹤0.01% | 238 |
|
|
2024
Q2 | $51.3K | Buy |
865
+305
| +54% | +$18.1K | ﹤0.01% | 221 |
|
|
2024
Q1 | $32.5K | Sell |
560
-130
| -19% | -$7.54K | ﹤0.01% | 234 |
|
|
2023
Q4 | $34K | Buy |
+690
| New | +$34K | ﹤0.01% | 211 |
|
|
2023
Q1 | – | Sell |
-520
| Closed | -$21.5K | – | 749 |
|
|
2022
Q4 | $21.5K | Buy |
520
+291
| +127% | +$12K | ﹤0.01% | 248 |
|
|
2022
Q3 | $9K | Hold |
229
| – | – | ﹤0.01% | 297 |
|
|
2022
Q2 | $9K | Sell |
229
-446
| -66% | -$17.5K | ﹤0.01% | 258 |
|
|
2022
Q1 | $33K | Sell |
675
-1,816
| -73% | -$88.8K | 0.01% | 215 |
|
|
2021
Q4 | $120K | Buy |
+2,491
| New | +$120K | 0.04% | 148 |
|