J.W. Coons 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
$218K Buy
+2,720
New +$218K 0.05% 230
2020
Q2
Sell
-6,948
Closed -$200K 198
2020
Q1
$200K Buy
+6,948
New +$200K 0.11% 179