JB Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
2,801
+10
| +0.4% | +$801 | 0.01% | 229 |
|
|
2025
Q1 | $200K | Buy |
+2,791
| New | +$200K | 0.01% | 216 |
|
|
2022
Q4 | – | Sell |
-68,294
| Closed | -$2.75M | – | 173 |
|
|
2022
Q3 | $2.75M | Buy |
68,294
+8,618
| +14% | +$347K | 0.3% | 56 |
|
|
2022
Q2 | $2.34M | Buy |
59,676
+6,142
| +11% | +$241K | 0.25% | 52 |
|
|
2022
Q1 | $2.6M | Buy |
53,534
+1,589
| +3% | +$77K | 0.25% | 46 |
|
|
2021
Q4 | $2.49M | Buy |
51,945
+1,820
| +4% | +$87.3K | 0.24% | 52 |
|
|
2021
Q3 | $2.33M | Buy |
+50,125
| New | +$2.33M | 0.3% | 49 |
|