Beaumont Financial Advisors’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
Q3 | $301K | Sell |
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|
2025
Q2 | $293K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $457K | Buy |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $237K | Sell |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $283K | Sell |
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|
2017
Q2 | $337K | Sell |
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|
2017
Q1 | $520K | Buy |
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|
2016
Q4 | $302K | Sell |
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|
2016
Q3 | $256K | Hold |
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|
2016
Q2 | $274K | Buy |
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|
2016
Q1 | $286K | Sell |
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|
2015
Q4 | $302K | Buy |
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|
2015
Q3 | $310K | Hold |
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|
2015
Q2 | $310K | Buy |
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|
2015
Q1 | $286K | Sell |
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|
2014
Q4 | $314K | Hold |
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|
2014
Q3 | $297K | Sell |
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|
2014
Q2 | $308K | Hold |
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|
2014
Q1 | $292K | Sell |
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|
2013
Q4 | $308K | Buy |
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|
2013
Q3 | $214K | Buy |
|