JWM
Janiczek Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $332K | Buy |
5,585
+101
| +2% | +$6K | 0.07% | 115 |
|
|
2024
Q1 | $318K | Buy |
5,484
+52
| +1% | +$3.01K | 0.07% | 126 |
|
|
2023
Q4 | $267K | Sell |
5,432
-476
| -8% | -$23.4K | 0.06% | 123 |
|
|
2023
Q3 | $241K | Buy |
5,908
+1,867
| +46% | +$76.3K | 0.06% | 125 |
|
|
2023
Q2 | $172K | Hold |
4,041
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $160K | Sell |
4,041
-12
| -0.3% | -$476 | 0.05% | 148 |
|
|
2022
Q4 | $174K | Sell |
4,053
-555
| -12% | -$23.8K | 0.05% | 137 |
|
|
2022
Q3 | $191K | Sell |
4,608
-80
| -2% | -$3.32K | 0.06% | 109 |
|
|
2022
Q2 | $206K | Buy |
4,688
+49
| +1% | +$2.15K | 0.06% | 97 |
|
|
2022
Q1 | $225K | Buy |
4,639
+423
| +10% | +$20.5K | 0.06% | 101 |
|
|
2021
Q4 | $202K | Buy |
4,216
+33
| +0.8% | +$1.58K | 0.06% | 105 |
|
|
2021
Q3 | $194K | Buy |
4,183
+135
| +3% | +$6.26K | 0.07% | 96 |
|
|
2021
Q2 | $183K | Buy |
4,048
+180
| +5% | +$8.14K | 0.07% | 90 |
|
|
2021
Q1 | $151K | Buy |
3,868
+487
| +14% | +$19K | 0.06% | 92 |
|
|
2020
Q4 | $102K | Sell |
3,381
-30
| -0.9% | -$905 | 0.05% | 107 |
|
|
2020
Q3 | $80K | Buy |
3,411
+174
| +5% | +$4.08K | 0.04% | 79 |
|
|
2020
Q2 | $83K | Buy |
3,237
+1,010
| +45% | +$25.9K | 0.05% | 61 |
|
|
2020
Q1 | $64K | Hold |
2,227
| – | – | 0.04% | 55 |
|
|
2019
Q4 | $120K | Hold |
2,227
| – | – | 0.05% | 52 |
|
|
2019
Q3 | $112K | Hold |
2,227
| – | – | 0.05% | 53 |
|
|
2019
Q2 | $105K | Hold |
2,227
| – | – | 0.05% | 54 |
|
|
2019
Q1 | $108K | Buy |
2,227
+19
| +0.9% | +$921 | 0.05% | 57 |
|
|
2018
Q4 | $102K | Buy |
+2,208
| New | +$102K | 0.05% | 59 |
|