Jeppson Wealth Management’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 | $2M | Sell |
24,910
-70
| -0.3% | -$5.61K | 0.69% | 36 |
|
|
2025
Q1 | $1.79M | Sell |
24,980
-535
| -2% | -$38.4K | 0.66% | 41 |
|
|
2024
Q4 | $1.79M | Sell |
25,515
-625
| -2% | -$43.9K | 0.65% | 37 |
|
|
2024
Q3 | $1.48M | Sell |
26,140
-502
| -2% | -$28.4K | 0.53% | 52 |
|
|
2024
Q2 | $1.58M | Sell |
26,642
-675
| -2% | -$40.1K | 0.6% | 42 |
|
|
2024
Q1 | $1.58M | Sell |
27,317
-400
| -1% | -$23.2K | 0.61% | 43 |
|
|
2023
Q4 | $1.36M | Sell |
27,717
-347
| -1% | -$17.1K | 0.56% | 50 |
|
|
2023
Q3 | $1.15M | Buy |
28,064
+800
| +3% | +$32.7K | 0.53% | 48 |
|
|
2023
Q2 | $1.16M | Buy |
27,264
+171
| +0.6% | +$7.3K | 0.51% | 51 |
|
|
2023
Q1 | $1.01M | Sell |
27,093
-480
| -2% | -$17.9K | 0.44% | 61 |
|
|
2022
Q4 | $1.14M | Buy |
27,573
+1,640
| +6% | +$67.7K | 0.48% | 48 |
|
|
2022
Q3 | $1.04M | Sell |
25,933
-288
| -1% | -$11.6K | 0.47% | 48 |
|
|
2022
Q2 | $1.03M | Buy |
26,221
+2,160
| +9% | +$84.6K | 0.44% | 51 |
|
|
2022
Q1 | $1.17M | Buy |
24,061
+60
| +0.2% | +$2.91K | 0.54% | 49 |
|
|
2021
Q4 | $1.15M | Sell |
24,001
-175
| -0.7% | -$8.4K | 0.56% | 44 |
|
|
2021
Q3 | $1.12M | Buy |
24,176
+15
| +0.1% | +$696 | 0.58% | 40 |
|
|
2021
Q2 | $1.09M | Buy |
24,161
+345
| +1% | +$15.6K | 0.6% | 45 |
|
|
2021
Q1 | $930K | Hold |
23,816
| – | – | 0.55% | 48 |
|
|
2020
Q4 | $719K | Buy |
23,816
+3,813
| +19% | +$115K | 0.48% | 56 |
|
|
2020
Q3 | $470K | Buy |
+20,003
| New | +$470K | 0.37% | 67 |
|