Jacobsen 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
Q4 | $581K | Sell |
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|
2025
Q3 | $528K | Buy |
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|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2019
Q4 | $752K | Buy |
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|
2019
Q3 | $704K | Buy |
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|
2019
Q2 | $660K | Buy |
|