Beaton Management Company’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 | $793K | Hold |
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|
2025
Q1 | $711K | Hold |
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|
2024
Q4 | $695K | Hold |
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|
2024
Q3 | $559K | Hold |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $542K | Buy |
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|
2021
Q4 | $522K | Sell |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $639K | Sell |
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|
2019
Q3 | $603K | Sell |
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|
2019
Q2 | $572K | Sell |
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|
2019
Q1 | $594K | Hold |
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|
2018
Q4 | $567K | Hold |
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|
2018
Q3 | $646K | Sell |
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|
2018
Q2 | $687K | Buy |
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|
2018
Q1 | $617K | Sell |
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|
2017
Q4 | $766K | Sell |
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|
2017
Q3 | $708K | Hold |
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|
2017
Q2 | $711K | Buy |
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