Jeppson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.08M | Sell |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $930K | Hold |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | $470K | Buy |
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