Jacobi Capital Management’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 | $1.42M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $548K | Sell |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $446K | Sell |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $747K | Sell |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $496K | Sell |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $693K | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $810K | Sell |
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|
2018
Q4 | $779K | Buy |
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|
2018
Q3 | $842K | Sell |
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|
2018
Q2 | $986K | Buy |
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|
2018
Q1 | $886K | Buy |
|
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $906K | Buy |
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|
2017
Q2 | $821K | Buy |
|
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|
2017
Q1 | $764K | Buy |
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|
2016
Q4 | $755K | Sell |
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|
2016
Q3 | $646K | Sell |
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|
2016
Q2 | $694K | Buy |
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