JDM Financial Group’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 | $37.3K | Sell |
465
-21
| -4% | -$1.68K | 0.02% | 103 |
|
|
2025
Q1 | $34.9K | Hold |
486
| – | – | 0.02% | 104 |
|
|
2024
Q4 | $34.1K | Hold |
486
| – | – | 0.02% | 104 |
|
|
2024
Q3 | $27.5K | Buy |
486
+21
| +5% | +$1.19K | 0.01% | 114 |
|
|
2024
Q2 | $27.6K | Hold |
465
| – | – | 0.02% | 101 |
|
|
2024
Q1 | $27K | Hold |
465
| – | – | 0.02% | 98 |
|
|
2023
Q4 | $22.9K | Hold |
465
| – | – | 0.02% | 97 |
|
|
2023
Q3 | $19K | Hold |
465
| – | – | 0.02% | 97 |
|
|
2023
Q2 | $19.8K | Hold |
465
| – | – | 0.02% | 100 |
|
|
2023
Q1 | $17.4K | Hold |
465
| – | – | 0.02% | 104 |
|
|
2022
Q4 | $19.2K | Buy |
+465
| New | +$19.2K | 0.02% | 100 |
|