Beaumont Financial Advisors’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 | $293K | Buy |
3,662
+530
| +17% | +$42.5K | 0.02% | 302 |
|
|
2025
Q1 | $225K | Buy |
3,132
+174
| +6% | +$12.5K | 0.02% | 339 |
|
|
2024
Q4 | $208K | Buy |
+2,958
| New | +$208K | 0.02% | 356 |
|
|
2023
Q4 | – | Sell |
-5,041
| Closed | -$206K | – | 352 |
|
|
2023
Q3 | $206K | Buy |
+5,041
| New | +$206K | 0.02% | 307 |
|
|
2020
Q1 | – | Sell |
-8,488
| Closed | -$457K | – | 292 |
|
|
2019
Q4 | $457K | Buy |
8,488
+637
| +8% | +$34.3K | 0.05% | 191 |
|
|
2019
Q3 | $396K | Buy |
7,851
+3,400
| +76% | +$171K | 0.04% | 188 |
|
|
2019
Q2 | $211K | Buy |
+4,451
| New | +$211K | 0.02% | 235 |
|
|
2018
Q3 | – | Sell |
-4,280
| Closed | -$237K | – | 246 |
|
|
2018
Q2 | $237K | Sell |
4,280
-651
| -13% | -$36K | 0.03% | 183 |
|
|
2018
Q1 | $258K | Buy |
4,931
+155
| +3% | +$8.11K | 0.03% | 179 |
|
|
2017
Q4 | $290K | Sell |
4,776
-348
| -7% | -$21.1K | 0.03% | 153 |
|
|
2017
Q3 | $283K | Sell |
5,124
-959
| -16% | -$53K | 0.04% | 148 |
|
|
2017
Q2 | $337K | Sell |
6,083
-3,260
| -35% | -$181K | 0.04% | 138 |
|
|
2017
Q1 | $520K | Buy |
9,343
+3,865
| +71% | +$215K | 0.07% | 115 |
|
|
2016
Q4 | $302K | Sell |
5,478
-304
| -5% | -$16.8K | 0.05% | 123 |
|
|
2016
Q3 | $256K | Hold |
5,782
| – | – | 0.04% | 127 |
|
|
2016
Q2 | $274K | Buy |
5,782
+533
| +10% | +$25.3K | 0.05% | 118 |
|
|
2016
Q1 | $286K | Sell |
5,249
-304
| -5% | -$16.6K | 0.05% | 112 |
|
|
2015
Q4 | $302K | Buy |
5,553
+47
| +0.9% | +$2.56K | 0.05% | 95 |
|
|
2015
Q3 | $310K | Hold |
5,506
| – | – | 0.04% | 109 |
|
|
2015
Q2 | $310K | Buy |
5,506
+257
| +5% | +$14.5K | 0.04% | 109 |
|
|
2015
Q1 | $286K | Sell |
5,249
-470
| -8% | -$25.6K | 0.01% | 132 |
|
|
2014
Q4 | $314K | Hold |
5,719
| – | – | 0.02% | 133 |
|
|
2014
Q3 | $297K | Sell |
5,719
-150
| -3% | -$7.79K | 0.02% | 141 |
|
|
2014
Q2 | $308K | Hold |
5,869
| – | – | 0.02% | 144 |
|
|
2014
Q1 | $292K | Sell |
5,869
-920
| -14% | -$45.8K | 0.02% | 117 |
|
|
2013
Q4 | $308K | Buy |
6,789
+1,600
| +31% | +$72.6K | 0.03% | 122 |
|
|
2013
Q3 | $214K | Buy |
+5,189
| New | +$214K | 0.02% | 139 |
|