Jackson Thornton Wealth Management’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
$223K Buy
+2,728
New +$223K 0.03% 125
2025
Q1
Sell
-3,365
Closed -$236K 109
2024
Q4
$236K Buy
+3,365
New +$236K 0.03% 73