Jacobs & Co’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
Q3 | $767K | Sell |
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|
2025
Q2 | $804K | Hold |
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|
2025
Q1 | $720K | Hold |
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|
2024
Q4 | $705K | Hold |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $410K | Sell |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $539K | Sell |
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|
2019
Q2 | $510K | Hold |
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|
2019
Q1 | $520K | Sell |
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|
2018
Q4 | $515K | Sell |
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|
2018
Q3 | $602K | Sell |
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|
2018
Q2 | $681K | Hold |
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|
2018
Q1 | $643K | Sell |
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|
2017
Q4 | $746K | Sell |
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|
2017
Q3 | $704K | Sell |
|
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|
2017
Q2 | $738K | Sell |
|
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|
2017
Q1 | $744K | Sell |
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|
2016
Q4 | $748K | Sell |
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|
2016
Q3 | $642K | Sell |
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|
2016
Q2 | $691K | Sell |
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|
2016
Q1 | $827K | Buy |
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|
2015
Q4 | $853K | Buy |
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|
2015
Q3 | $852K | Sell |
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|
2015
Q2 | $956K | Buy |
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|
2015
Q1 | $912K | Sell |
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|
2014
Q4 | $941K | Buy |
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|
2014
Q3 | $784K | Sell |
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|
2014
Q2 | $799K | Sell |
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|
2014
Q1 | $787K | Sell |
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|
2013
Q4 | $736K | Sell |
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|
2013
Q3 | $672K | Hold |
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|
2013
Q2 | $672K | Buy |
|