Beck Mack & Oliver’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 | $295K | Sell |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $251K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $928K | Sell |
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|
2020
Q4 | $741K | Hold |
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|
2020
Q3 | $577K | Hold |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $978K | Sell |
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|
2019
Q4 | $1.89M | Hold |
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|
2019
Q3 | $1.77M | Hold |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $1.77M | Sell |
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|
2018
Q4 | $1.82M | Sell |
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|
2018
Q3 | $2.38M | Sell |
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|
2018
Q2 | $2.96M | Sell |
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|
2018
Q1 | $4.12M | Sell |
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|
2017
Q4 | $4.78M | Sell |
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|
2017
Q3 | $5.62M | Buy |
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|
2017
Q2 | $5.5M | Sell |
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|
2017
Q1 | $5.61M | Sell |
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|
2016
Q4 | $5.7M | Sell |
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|
2016
Q3 | $4.65M | Sell |
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|
2016
Q2 | $5.84M | Buy |
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|
2016
Q1 | $5.96M | Buy |
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|
2015
Q4 | $6.6M | Buy |
|
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|
2015
Q3 | $5.4M | Sell |
|
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|
2015
Q2 | $6.17M | Sell |
|
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|
2015
Q1 | $6.37M | Buy |
|
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|
2014
Q4 | $6.06M | Sell |
|
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|
2014
Q3 | $6M | Sell |
|
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|
2014
Q2 | $6.12M | Sell |
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|
2014
Q1 | $5.82M | Sell |
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|
2013
Q4 | $5.36M | Buy |
|
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|
2013
Q3 | $4.87M | Buy |
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|
2013
Q2 | $4.85M | Buy |
|