Jacobsen Capital Management’s Wells Fargo WFC Stock Holding History

Jacobsen Capital Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$528K	Buy
2025 Q2	$496K	Buy
2025 Q1	$395K	Buy
2024 Q4	$381K	Buy
2024 Q3	$298K	Sell
2024 Q2	$315K	Buy
2024 Q1	$285K	Buy
2023 Q4	$240K	Buy
2019 Q4	$752K	Buy
2019 Q3	$704K	Buy
2019 Q2	$660K	Buy