Jackson Grant Investment Advisers’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
Q2 | $176K | Hold |
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|
2025
Q1 | $158K | Hold |
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|
2024
Q4 | $154K | Hold |
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|
2024
Q3 | $124K | Hold |
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|
2024
Q2 | $130K | Hold |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $89.6K | Hold |
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|
2023
Q2 | $93.6K | Hold |
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|
2023
Q1 | $82K | Buy |
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|
2022
Q4 | $76.4K | Hold |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $73K | Hold |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $87K | Buy |
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|
2021
Q1 | $72K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $76K | Sell |
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|
2020
Q2 | $109K | Sell |
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|
2020
Q1 | $124K | Buy |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $195K | Buy |
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|
2019
Q1 | $197K | Sell |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $335K | Buy |
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|
2018
Q2 | $336K | Sell |
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|
2018
Q1 | $355K | Buy |
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|
2017
Q4 | $388K | Buy |
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|
2017
Q3 | $306K | Buy |
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|
2017
Q2 | $274K | Buy |
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|
2017
Q1 | $274K | Buy |
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|
2016
Q4 | $270K | Buy |
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|
2016
Q3 | $158K | Sell |
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|
2016
Q2 | $174K | Sell |
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|
2016
Q1 | $264K | Buy |
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|
2015
Q4 | $294K | Buy |
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