Jackson Grant Investment Advisers’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 | $176K | Hold |
2,194
| – | – | 0.06% | 112 |
|
|
2025
Q1 | $158K | Hold |
2,194
| – | – | 0.06% | 120 |
|
|
2024
Q4 | $154K | Hold |
2,194
| – | – | 0.06% | 116 |
|
|
2024
Q3 | $124K | Hold |
2,194
| – | – | 0.05% | 137 |
|
|
2024
Q2 | $130K | Hold |
2,194
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $127K | Hold |
2,194
| – | – | 0.05% | 130 |
|
|
2023
Q4 | $108K | Hold |
2,194
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $89.6K | Hold |
2,194
| – | – | 0.04% | 139 |
|
|
2023
Q2 | $93.6K | Hold |
2,194
| – | – | 0.04% | 136 |
|
|
2023
Q1 | $82K | Buy |
2,194
+343
| +19% | +$12.8K | 0.04% | 150 |
|
|
2022
Q4 | $76.4K | Hold |
1,851
| – | – | 0.04% | 149 |
|
|
2022
Q3 | $74K | Hold |
1,851
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $73K | Hold |
1,851
| – | – | 0.04% | 152 |
|
|
2022
Q1 | $90K | Buy |
+1,851
| New | +$90K | 0.04% | 150 |
|
|
2021
Q4 | – | Sell |
-1,931
| Closed | -$90K | – | 344 |
|
|
2021
Q3 | $90K | Hold |
1,931
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $87K | Buy |
1,931
+77
| +4% | +$3.47K | 0.04% | 156 |
|
|
2021
Q1 | $72K | Buy |
+1,854
| New | +$72K | 0.03% | 171 |
|
|
2020
Q4 | – | Sell |
-3,216
| Closed | -$76K | – | 340 |
|
|
2020
Q3 | $76K | Sell |
3,216
-1,029
| -24% | -$24.3K | 0.05% | 125 |
|
|
2020
Q2 | $109K | Sell |
4,245
-91
| -2% | -$2.34K | 0.07% | 103 |
|
|
2020
Q1 | $124K | Buy |
4,336
+44
| +1% | +$1.26K | 0.09% | 92 |
|
|
2019
Q4 | $231K | Buy |
4,292
+34
| +0.8% | +$1.83K | 0.13% | 80 |
|
|
2019
Q3 | $215K | Buy |
4,258
+141
| +3% | +$7.12K | 0.12% | 83 |
|
|
2019
Q2 | $195K | Buy |
4,117
+35
| +0.9% | +$1.66K | 0.11% | 87 |
|
|
2019
Q1 | $197K | Sell |
4,082
-2,518
| -38% | -$122K | 0.12% | 84 |
|
|
2018
Q4 | $304K | Buy |
6,600
+229
| +4% | +$10.5K | 0.21% | 62 |
|
|
2018
Q3 | $335K | Buy |
6,371
+311
| +5% | +$16.4K | 0.21% | 61 |
|
|
2018
Q2 | $336K | Sell |
6,060
-720
| -11% | -$39.9K | 0.23% | 54 |
|
|
2018
Q1 | $355K | Buy |
6,780
+393
| +6% | +$20.6K | 0.25% | 52 |
|
|
2017
Q4 | $388K | Buy |
6,387
+832
| +15% | +$50.5K | 0.26% | 53 |
|
|
2017
Q3 | $306K | Buy |
5,555
+601
| +12% | +$33.1K | 0.22% | 55 |
|
|
2017
Q2 | $274K | Buy |
4,954
+26
| +0.5% | +$1.44K | 0.21% | 54 |
|
|
2017
Q1 | $274K | Buy |
4,928
+24
| +0.5% | +$1.33K | 0.22% | 53 |
|
|
2016
Q4 | $270K | Buy |
4,904
+1,326
| +37% | +$73K | 0.23% | 52 |
|
|
2016
Q3 | $158K | Sell |
3,578
-97
| -3% | -$4.28K | 0.13% | 70 |
|
|
2016
Q2 | $174K | Sell |
3,675
-1,777
| -33% | -$84.1K | 0.15% | 59 |
|
|
2016
Q1 | $264K | Buy |
5,452
+46
| +0.9% | +$2.23K | 0.24% | 49 |
|
|
2015
Q4 | $294K | Buy |
+5,406
| New | +$294K | 0.28% | 47 |
|