JHCP
Jackson Hole Capital Partners’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.49M | Buy |
55,989
+4,111
| +8% | +$329K | 0.82% | 32 |
|
2025
Q1 | $3.72M | Buy |
51,878
+587
| +1% | +$42.1K | 0.74% | 37 |
|
2024
Q4 | $3.6M | Buy |
51,291
+347
| +0.7% | +$24.4K | 0.73% | 36 |
|
2024
Q3 | $2.88M | Sell |
50,944
-42
| -0.1% | -$2.37K | 0.6% | 48 |
|
2024
Q2 | $3.03M | Buy |
50,986
+95
| +0.2% | +$5.64K | 0.66% | 42 |
|
2024
Q1 | $2.95M | Buy |
50,891
+1,795
| +4% | +$104K | 0.67% | 41 |
|
2023
Q4 | $2.42M | Buy |
49,096
+15,413
| +46% | +$759K | 0.61% | 44 |
|
2023
Q3 | $1.38M | Sell |
33,683
-3,683
| -10% | -$150K | 0.4% | 67 |
|
2023
Q2 | $1.59M | Sell |
37,366
-1,526
| -4% | -$65.1K | 0.44% | 63 |
|
2023
Q1 | $1.46M | Sell |
38,892
-1,207
| -3% | -$45.3K | 0.38% | 67 |
|
2022
Q4 | $1.66M | Sell |
40,099
-17
| -0% | -$702 | 0.49% | 56 |
|
2022
Q3 | $1.61M | Sell |
40,116
-9
| -0% | -$362 | 0.5% | 58 |
|
2022
Q2 | $1.57M | Buy |
40,125
+5,495
| +16% | +$215K | 0.49% | 59 |
|
2022
Q1 | $1.68M | Buy |
34,630
+4,349
| +14% | +$211K | 0.48% | 61 |
|
2021
Q4 | $1.45M | Sell |
30,281
-9,036
| -23% | -$434K | 0.45% | 64 |
|
2021
Q3 | $1.83M | Buy |
39,317
+2,434
| +7% | +$113K | 0.59% | 55 |
|
2021
Q2 | $1.67M | Buy |
36,883
+678
| +2% | +$30.7K | 0.58% | 56 |
|
2021
Q1 | $1.42M | Buy |
36,205
+1,239
| +4% | +$48.4K | 0.58% | 53 |
|
2020
Q4 | $1.06M | Buy |
34,966
+121
| +0.3% | +$3.65K | 0.48% | 61 |
|
2020
Q3 | $819K | Buy |
34,845
+6,917
| +25% | +$163K | 0.43% | 60 |
|
2020
Q2 | $715K | Buy |
27,928
+5,742
| +26% | +$147K | 0.43% | 62 |
|
2020
Q1 | $637K | Buy |
22,186
+9,129
| +70% | +$262K | 0.47% | 56 |
|
2019
Q4 | $702K | Buy |
13,057
+580
| +5% | +$31.2K | 0.39% | 71 |
|
2019
Q3 | $629K | Sell |
12,477
-1,497
| -11% | -$75.5K | 0.35% | 71 |
|
2019
Q2 | $661K | Buy |
13,974
+932
| +7% | +$44.1K | 0.41% | 65 |
|
2019
Q1 | $630K | Buy |
13,042
+400
| +3% | +$19.3K | 0.56% | 61 |
|
2018
Q4 | $583K | Buy |
+12,642
| New | +$583K | 0.61% | 56 |
|