Janney Montgomery Scott’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-289,347
| Closed | -$20.3M | – | 2883 |
|
|
2024
Q4 | $20.3M | Sell |
289,347
-663
| -0.2% | -$46.6K | 0.06% | 331 |
|
|
2024
Q3 | $16.4M | Buy |
+290,010
| New | +$16.4M | 0.05% | 395 |
|
|
2024
Q2 | – | Sell |
-311,850
| Closed | -$18.1M | – | 2831 |
|
|
2024
Q1 | $18.1M | Sell |
311,850
-11,353
| -4% | -$658K | 0.05% | 357 |
|
|
2023
Q4 | $15.9M | Buy |
323,203
+1,294
| +0.4% | +$63.7K | 0.05% | 360 |
|
|
2023
Q3 | $13.2M | Buy |
321,909
+1,499
| +0.5% | +$61.2K | 0.05% | 352 |
|
|
2023
Q2 | $13.7M | Buy |
320,410
+6,458
| +2% | +$276K | 0.05% | 366 |
|
|
2023
Q1 | $11.7M | Buy |
313,952
+25,898
| +9% | +$968K | 0.05% | 366 |
|
|
2022
Q4 | $11.9M | Buy |
288,054
+856
| +0.3% | +$35.3K | 0.05% | 376 |
|
|
2022
Q3 | $11.6M | Buy |
287,198
+1,159
| +0.4% | +$46.6K | 0.05% | 345 |
|
|
2022
Q2 | $11.4M | Sell |
286,039
-90,159
| -24% | -$3.6M | 0.05% | 320 |
|
|
2022
Q1 | $18.2M | Buy |
376,198
+6,011
| +2% | +$291K | 0.08% | 229 |
|
|
2021
Q4 | $17.8M | Buy |
370,187
+28,594
| +8% | +$1.37M | 0.07% | 259 |
|
|
2021
Q3 | $15.9M | Buy |
341,593
+25,260
| +8% | +$1.17M | 0.07% | 259 |
|
|
2021
Q2 | $14.3M | Buy |
316,333
+17,729
| +6% | +$803K | 0.06% | 288 |
|
|
2021
Q1 | $11.7M | Sell |
298,604
-820
| -0.3% | -$32K | 0.06% | 297 |
|
|
2020
Q4 | $9.04M | Sell |
299,424
-173,082
| -37% | -$5.22M | 0.04% | 350 |
|
|
2020
Q3 | $11.1M | Sell |
472,506
-228,200
| -33% | -$5.37M | 0.06% | 273 |
|
|
2020
Q2 | $17.9M | Sell |
700,706
-413,725
| -37% | -$10.6M | 0.11% | 190 |
|
|
2020
Q1 | $32M | Buy |
1,114,431
+72,736
| +7% | +$2.09M | 0.25% | 97 |
|
|
2019
Q4 | $56M | Buy |
1,041,695
+101,190
| +11% | +$5.44M | 0.37% | 59 |
|
|
2019
Q3 | $47.4M | Buy |
940,505
+86,820
| +10% | +$4.38M | 0.35% | 70 |
|
|
2019
Q2 | $40.4M | Buy |
853,685
+40,009
| +5% | +$1.89M | 0.31% | 75 |
|
|
2019
Q1 | $39.3M | Buy |
813,676
+42,902
| +6% | +$2.07M | 0.32% | 71 |
|
|
2018
Q4 | $35.5M | Sell |
770,774
-4,528
| -0.6% | -$209K | 0.34% | 66 |
|
|
2018
Q3 | $40.8M | Sell |
775,302
-10,865
| -1% | -$571K | 0.35% | 64 |
|
|
2018
Q2 | $43.6M | Buy |
786,167
+16,911
| +2% | +$938K | 0.42% | 55 |
|
|
2018
Q1 | $40.3M | Sell |
769,256
-29,954
| -4% | -$1.57M | 0.41% | 60 |
|
|
2017
Q4 | $48.5M | Buy |
799,210
+55,223
| +7% | +$3.35M | 0.5% | 37 |
|
|
2017
Q3 | $41M | Sell |
743,987
-12,975
| -2% | -$716K | 0.47% | 43 |
|
|
2017
Q2 | $41.9M | Sell |
756,962
-16,890
| -2% | -$936K | 0.52% | 36 |
|
|
2017
Q1 | $43.1M | Sell |
773,852
-48,014
| -6% | -$2.67M | 0.57% | 32 |
|
|
2016
Q4 | $45.3M | Sell |
821,866
-68,851
| -8% | -$3.79M | 0.68% | 27 |
|
|
2016
Q3 | $39.4M | Sell |
890,717
-886,613
| -50% | -$39.3M | 0.69% | 26 |
|
|
2016
Q2 | $84.1M | Buy |
1,777,330
+1,058,022
| +147% | +$50.1M | 1.72% | 10 |
|
|
2016
Q1 | $34.8M | Buy |
719,308
+134,204
| +23% | +$6.49M | 0.91% | 14 |
|
|
2015
Q4 | $31.8M | Buy |
585,104
+16,625
| +3% | +$904K | 0.82% | 17 |
|
|
2015
Q3 | $29.2M | Buy |
568,479
+29,758
| +6% | +$1.53M | 0.82% | 16 |
|
|
2015
Q2 | $30.3M | Buy |
538,721
+45,630
| +9% | +$2.57M | 0.63% | 17 |
|
|
2015
Q1 | $26.8M | Buy |
493,091
+14,160
| +3% | +$770K | 0.5% | 21 |
|
|
2014
Q4 | $26.3M | Buy |
478,931
+4,402
| +0.9% | +$241K | 0.53% | 18 |
|
|
2014
Q3 | $24.6M | Buy |
474,529
+7,345
| +2% | +$381K | 0.51% | 21 |
|
|
2014
Q2 | $24.6M | Buy |
467,184
+45,896
| +11% | +$2.41M | 0.54% | 19 |
|
|
2014
Q1 | $21M | Buy |
421,288
+39,064
| +10% | +$1.94M | 0.51% | 25 |
|
|
2013
Q4 | $17.4M | Sell |
382,224
-2,181
| -0.6% | -$99K | 0.46% | 28 |
|
|
2013
Q3 | $15.9M | Buy |
384,405
+320,513
| +502% | +$13.2M | 0.48% | 27 |
|
|
2013
Q2 | $2.64M | Buy |
+63,892
| New | +$2.64M | 0.28% | 90 |
|