Jacobus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $1.57M | Sell |
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|
2017
Q1 | $1.58M | Hold |
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|
2016
Q4 | $1.57M | Buy |
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|
2016
Q3 | $655K | Hold |
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|
2016
Q2 | $700K | Sell |
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|
2016
Q1 | $974K | Hold |
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|
2015
Q4 | $1.09M | Hold |
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|
2015
Q3 | $1.03M | Buy |
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|
2015
Q2 | $1.09M | Buy |
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|
2015
Q1 | $978K | Hold |
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|
2014
Q4 | $986K | Hold |
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|
2014
Q3 | $933K | Hold |
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|
2014
Q2 | $945K | Hold |
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|
2014
Q1 | $894K | Hold |
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|
2013
Q4 | $816K | Buy |
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|
2013
Q3 | $611K | Hold |
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|
2013
Q2 | $610K | Buy |
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