Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $332K | Buy |
|
|||||
|
2024
Q1 | $318K | Buy |
|
|||||
|
2023
Q4 | $267K | Sell |
|
|||||
|
2023
Q3 | $241K | Buy |
|
|||||
|
2023
Q2 | $172K | Hold |
|
|||||
|
2023
Q1 | $160K | Sell |
|
|||||
|
2022
Q4 | $174K | Sell |
|
|||||
|
2022
Q3 | $191K | Sell |
|
|||||
|
2022
Q2 | $206K | Buy |
|
|||||
|
2022
Q1 | $225K | Buy |
|
|||||
|
2021
Q4 | $202K | Buy |
|
|||||
|
2021
Q3 | $194K | Buy |
|
|||||
|
2021
Q2 | $183K | Buy |
|
|||||
|
2021
Q1 | $151K | Buy |
|
|||||
|
2020
Q4 | $102K | Sell |
|
|||||
|
2020
Q3 | $80K | Buy |
|
|||||
|
2020
Q2 | $83K | Buy |
|
|||||
|
2020
Q1 | $64K | Hold |
|
|||||
|
2019
Q4 | $120K | Hold |
|
|||||
|
2019
Q3 | $112K | Hold |
|
|||||
|
2019
Q2 | $105K | Hold |
|
|||||
|
2019
Q1 | $108K | Buy |
|
|||||
|
2018
Q4 | $102K | Buy |
|