Glass Jacobson Investment 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 | $6.29K | Hold |
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|
2025
Q2 | $5.99K | Sell |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $126K | Buy |
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|
2024
Q3 | $72.2K | Hold |
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|
2024
Q2 | $75.9K | Buy |
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|
2024
Q1 | $74.1K | Hold |
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|
2023
Q4 | $62.9K | Sell |
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|
2023
Q3 | $54.5K | Buy |
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|
2023
Q2 | $56.9K | Buy |
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|
2022
Q4 | $54.9K | Buy |
|