JSMC
WFC icon

Jess S. Morgan & Co’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-79,543
Closed -$3.86M 45
2022
Q1
$3.86M Sell
79,543
-6,680
-8% -$324K 2.8% 18
2021
Q4
$4.14M Buy
+86,223
New +$4.14M 2.54% 26