JIP
Jaffetilchin Investment Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
23,017
+144
| +0.6% | +$11.5K | 0.12% | 119 |
|
|
2025
Q1 | $1.64M | Buy |
22,873
+372
| +2% | +$26.7K | 0.12% | 126 |
|
|
2024
Q4 | $1.58M | Buy |
22,501
+144
| +0.6% | +$10.1K | 0.11% | 123 |
|
|
2024
Q3 | $1.26M | Buy |
22,357
+99
| +0.4% | +$5.59K | 0.1% | 121 |
|
|
2024
Q2 | $1.32M | Buy |
22,258
+262
| +1% | +$15.6K | 0.11% | 111 |
|
|
2024
Q1 | $1.27M | Buy |
21,996
+137
| +0.6% | +$7.94K | 0.11% | 112 |
|
|
2023
Q4 | $1.08M | Sell |
21,859
-461
| -2% | -$22.7K | 0.1% | 125 |
|
|
2023
Q3 | $912K | Buy |
22,320
+182
| +0.8% | +$7.44K | 0.1% | 124 |
|
|
2023
Q2 | $945K | Buy |
22,138
+158
| +0.7% | +$6.74K | 0.1% | 130 |
|
|
2023
Q1 | $822K | Buy |
21,980
+121
| +0.6% | +$4.52K | 0.09% | 144 |
|
|
2022
Q4 | $903K | Buy |
21,859
+548
| +3% | +$22.6K | 0.11% | 142 |
|
|
2022
Q3 | $857K | Buy |
21,311
+709
| +3% | +$28.5K | 0.11% | 120 |
|
|
2022
Q2 | $807K | Buy |
20,602
+3,323
| +19% | +$130K | 0.1% | 140 |
|
|
2022
Q1 | $722K | Buy |
17,279
+1,503
| +10% | +$62.8K | 0.08% | 152 |
|
|
2021
Q4 | $757K | Sell |
15,776
-725
| -4% | -$34.8K | 0.07% | 170 |
|
|
2021
Q3 | $766K | Sell |
16,501
-20,334
| -55% | -$944K | 0.08% | 158 |
|
|
2021
Q2 | $1.37M | Buy |
36,835
+20,185
| +121% | +$748K | 0.09% | 144 |
|
|
2021
Q1 | $651K | Sell |
16,650
-3,457
| -17% | -$135K | 0.08% | 172 |
|
|
2020
Q4 | $607K | Buy |
+20,107
| New | +$607K | 0.09% | 146 |
|
|
2020
Q1 | – | Sell |
-11,438
| Closed | -$615K | – | 233 |
|
|
2019
Q4 | $615K | Buy |
11,438
+993
| +10% | +$53.4K | 0.13% | 107 |
|
|
2019
Q3 | $527K | Buy |
10,445
+118
| +1% | +$5.95K | 0.13% | 106 |
|
|
2019
Q2 | $489K | Buy |
+10,327
| New | +$489K | 0.11% | 127 |
|
|
2017
Q4 | – | Sell |
-7,038
| Closed | -$388K | – | 305 |
|
|
2017
Q3 | $388K | Buy |
+7,038
| New | +$388K | 0.09% | 203 |
|
|
2017
Q2 | – | Sell |
-5,303
| Closed | -$295K | – | 299 |
|
|
2017
Q1 | $295K | Buy |
+5,303
| New | +$295K | 0.08% | 206 |
|
|
2016
Q4 | – | Sell |
-6,569
| Closed | -$291K | – | 305 |
|
|
2016
Q3 | $291K | Buy |
6,569
+301
| +5% | +$13.3K | 0.09% | 177 |
|
|
2016
Q2 | $297K | Buy |
6,268
+1,380
| +28% | +$65.4K | 0.09% | 179 |
|
|
2016
Q1 | $236K | Buy |
+4,888
| New | +$236K | 0.07% | 152 |
|
|
2015
Q4 | – | Sell |
-4,897
| Closed | -$251K | – | 227 |
|
|
2015
Q3 | $251K | Buy |
4,897
+503
| +11% | +$25.8K | 0.09% | 154 |
|
|
2015
Q2 | $247K | Buy |
4,394
+3
| +0.1% | +$169 | 0.07% | 165 |
|
|
2015
Q1 | $239K | Sell |
4,391
-378
| -8% | -$20.6K | 0.07% | 178 |
|
|
2014
Q4 | $261K | Sell |
4,769
-159
| -3% | -$8.7K | 0.09% | 174 |
|
|
2014
Q3 | $256K | Buy |
4,928
+403
| +9% | +$20.9K | 0.09% | 170 |
|
|
2014
Q2 | $238K | Buy |
4,525
+3
| +0.1% | +$158 | 0.08% | 178 |
|
|
2014
Q1 | $225K | Buy |
4,522
+30
| +0.7% | +$1.49K | 0.09% | 168 |
|
|
2013
Q4 | $204K | Sell |
4,492
-14,471
| -76% | -$657K | 0.1% | 167 |
|
|
2013
Q3 | $784K | Buy |
+18,963
| New | +$784K | 0.46% | 50 |
|