Glass Jacobson Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99K | Sell |
75
-1,720
| -96% | -$137K | ﹤0.01% | 461 |
|
|
2025
Q1 | $126K | Hold |
1,795
| – | – | 0.04% | 272 |
|
|
2024
Q4 | $126K | Buy |
1,795
+516
| +40% | +$36.2K | 0.04% | 272 |
|
|
2024
Q3 | $72.2K | Hold |
1,279
| – | – | 0.02% | 315 |
|
|
2024
Q2 | $75.9K | Buy |
1,279
+1
| +0.1% | +$59 | 0.03% | 301 |
|
|
2024
Q1 | $74.1K | Hold |
1,278
| – | – | 0.03% | 305 |
|
|
2023
Q4 | $62.9K | Sell |
1,278
-56
| -4% | -$2.76K | 0.03% | 312 |
|
|
2023
Q3 | $54.5K | Buy |
1,334
+1
| +0.1% | +$41 | 0.03% | 317 |
|
|
2023
Q2 | $56.9K | Buy |
+1,333
| New | +$56.9K | 0.03% | 319 |
|
|
2022
Q4 | $54.9K | Buy |
+1,329
| New | +$54.9K | 0.03% | 334 |
|