JWM
Jacobus Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.61M | Buy |
29,264
+1,000
| +4% | +$55.2K | 0.42% | 53 |
|
|
2017
Q2 | $1.57M | Sell |
28,264
-150
| -0.5% | -$8.31K | 0.42% | 54 |
|
|
2017
Q1 | $1.58M | Hold |
28,414
| – | – | 0.44% | 55 |
|
|
2016
Q4 | $1.57M | Buy |
28,414
+13,628
| +92% | +$751K | 0.46% | 51 |
|
|
2016
Q3 | $655K | Hold |
14,786
| – | – | 0.19% | 84 |
|
|
2016
Q2 | $700K | Sell |
14,786
-5,346
| -27% | -$253K | 0.21% | 80 |
|
|
2016
Q1 | $974K | Hold |
20,132
| – | – | 0.28% | 75 |
|
|
2015
Q4 | $1.09M | Hold |
20,132
| – | – | 0.31% | 64 |
|
|
2015
Q3 | $1.03M | Buy |
20,132
+779
| +4% | +$40K | 0.3% | 71 |
|
|
2015
Q2 | $1.09M | Buy |
19,353
+1,374
| +8% | +$77.2K | 0.27% | 74 |
|
|
2015
Q1 | $978K | Hold |
17,979
| – | – | 0.25% | 76 |
|
|
2014
Q4 | $986K | Hold |
17,979
| – | – | 0.26% | 74 |
|
|
2014
Q3 | $933K | Hold |
17,979
| – | – | 0.26% | 83 |
|
|
2014
Q2 | $945K | Hold |
17,979
| – | – | 0.24% | 88 |
|
|
2014
Q1 | $894K | Hold |
17,979
| – | – | 0.22% | 90 |
|
|
2013
Q4 | $816K | Buy |
17,979
+3,193
| +22% | +$145K | 0.24% | 91 |
|
|
2013
Q3 | $611K | Hold |
14,786
| – | – | 0.21% | 87 |
|
|
2013
Q2 | $610K | Buy |
+14,786
| New | +$610K | 0.22% | 85 |
|