BWCS
Beirne Wealth Consulting Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,168
| Closed | -$747K | – | 152 |
|
|
2023
Q4 | $747K | Buy |
+15,168
| New | +$747K | 0.37% | 58 |
|
|
2021
Q1 | – | Sell |
-36,311
| Closed | -$1.1M | – | 173 |
|
|
2020
Q4 | $1.1M | Sell |
36,311
-51
| -0.1% | -$1.54K | 0.54% | 39 |
|
|
2020
Q3 | $855K | Buy |
+36,362
| New | +$855K | 0.5% | 40 |
|
|
2019
Q2 | – | Sell |
-20,928
| Closed | -$1.01M | – | 186 |
|
|
2019
Q1 | $1.01M | Buy |
20,928
+1,194
| +6% | +$57.7K | 0.79% | 32 |
|
|
2018
Q4 | $909K | Buy |
+19,734
| New | +$909K | 0.77% | 31 |
|