GJWM
Gilliland Jeter Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
4,324
-312
| -7% | -$25K | 0.11% | 131 |
|
|
2025
Q1 | $333K | Hold |
4,636
| – | – | 0.12% | 134 |
|
|
2024
Q4 | $326K | Sell |
4,636
-112
| -2% | -$7.87K | 0.11% | 133 |
|
|
2024
Q3 | $268K | Hold |
4,748
| – | – | 0.09% | 150 |
|
|
2024
Q2 | $282K | Hold |
4,748
| – | – | 0.1% | 140 |
|
|
2024
Q1 | $275K | Buy |
+4,748
| New | +$275K | 0.1% | 144 |
|