JFS Wealth Advisors’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
Q2 | $870K | Buy |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $778K | Sell |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $946K | Buy |
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|
2023
Q4 | $801K | Sell |
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|
2023
Q3 | $678K | Buy |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $614K | Sell |
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|
2022
Q4 | $681K | Buy |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $626K | Buy |
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|
2021
Q2 | $604K | Sell |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $320K | Buy |
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|
2020
Q2 | $188K | Buy |
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|
2020
Q1 | $130K | Buy |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $73K | Hold |
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|
2019
Q2 | $68K | Hold |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $194K | Sell |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $306K | Sell |
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|
2017
Q3 | $371K | Sell |
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|
2017
Q2 | $384K | Sell |
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|
2017
Q1 | $449K | Hold |
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|
2016
Q4 | $449K | Sell |
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|
2016
Q3 | $426K | Sell |
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|
2016
Q2 | $956K | Buy |
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|
2016
Q1 | $355K | Buy |
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|
2015
Q4 | $313K | Buy |
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|
2015
Q3 | $142K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $274K | Buy |
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|
2013
Q4 | $240K | Sell |
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|
2013
Q3 | $244K | Buy |
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