Jamison Private Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-372
| Closed | -$21K | – | 486 |
|
|
2024
Q3 | $21K | Hold |
372
| – | – | ﹤0.01% | 302 |
|
|
2024
Q2 | $22.1K | Buy |
372
+97
| +35% | +$5.76K | ﹤0.01% | 292 |
|
|
2024
Q1 | $15.9K | Buy |
275
+80
| +41% | +$4.64K | ﹤0.01% | 307 |
|
|
2023
Q4 | $9.6K | Hold |
195
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $7.97K | Buy |
+195
| New | +$7.97K | ﹤0.01% | 306 |
|