JFS Wealth Advisors’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 | $870K | Buy |
10,856
+240
| +2% | +$19.2K | 0.06% | 160 |
|
|
2025
Q1 | $762K | Sell |
10,616
-454
| -4% | -$32.6K | 0.05% | 161 |
|
|
2024
Q4 | $778K | Sell |
11,070
-186
| -2% | -$13.1K | 0.05% | 158 |
|
|
2024
Q3 | $636K | Sell |
11,256
-3,306
| -23% | -$187K | 0.04% | 178 |
|
|
2024
Q2 | $865K | Sell |
14,562
-1,756
| -11% | -$104K | 0.07% | 123 |
|
|
2024
Q1 | $946K | Buy |
16,318
+34
| +0.2% | +$1.97K | 0.08% | 120 |
|
|
2023
Q4 | $801K | Sell |
16,284
-299
| -2% | -$14.7K | 0.07% | 117 |
|
|
2023
Q3 | $678K | Buy |
16,583
+119
| +0.7% | +$4.86K | 0.06% | 131 |
|
|
2023
Q2 | $703K | Buy |
16,464
+29
| +0.2% | +$1.24K | 0.06% | 134 |
|
|
2023
Q1 | $614K | Sell |
16,435
-53
| -0.3% | -$1.98K | 0.06% | 138 |
|
|
2022
Q4 | $681K | Buy |
16,488
+5,952
| +56% | +$246K | 0.07% | 135 |
|
|
2022
Q3 | $424K | Sell |
10,536
-2,080
| -16% | -$83.7K | 0.05% | 157 |
|
|
2022
Q2 | $494K | Sell |
12,616
-1,186
| -9% | -$46.4K | 0.05% | 147 |
|
|
2022
Q1 | $669K | Buy |
13,802
+154
| +1% | +$7.47K | 0.06% | 141 |
|
|
2021
Q4 | $655K | Buy |
13,648
+157
| +1% | +$7.54K | 0.06% | 144 |
|
|
2021
Q3 | $626K | Buy |
13,491
+155
| +1% | +$7.19K | 0.06% | 137 |
|
|
2021
Q2 | $604K | Sell |
13,336
-1,756
| -12% | -$79.5K | 0.09% | 103 |
|
|
2021
Q1 | $590K | Buy |
15,092
+1,500
| +11% | +$58.6K | 0.12% | 92 |
|
|
2020
Q4 | $410K | Hold |
13,592
| – | – | 0.09% | 105 |
|
|
2020
Q3 | $320K | Buy |
13,592
+6,240
| +85% | +$147K | 0.08% | 106 |
|
|
2020
Q2 | $188K | Buy |
7,352
+2,809
| +62% | +$71.8K | 0.05% | 140 |
|
|
2020
Q1 | $130K | Buy |
4,543
+3,103
| +215% | +$88.8K | 0.04% | 152 |
|
|
2019
Q4 | $77K | Hold |
1,440
| – | – | 0.02% | 213 |
|
|
2019
Q3 | $73K | Hold |
1,440
| – | – | 0.02% | 217 |
|
|
2019
Q2 | $68K | Hold |
1,440
| – | – | 0.02% | 220 |
|
|
2019
Q1 | $70K | Buy |
1,440
+288
| +25% | +$14K | 0.02% | 208 |
|
|
2018
Q4 | $53K | Sell |
1,152
-2,543
| -69% | -$117K | 0.01% | 225 |
|
|
2018
Q3 | $194K | Sell |
3,695
-160
| -4% | -$8.4K | 0.05% | 141 |
|
|
2018
Q2 | $214K | Sell |
3,855
-179
| -4% | -$9.94K | 0.06% | 136 |
|
|
2018
Q1 | $211K | Sell |
4,034
-1,006
| -20% | -$52.6K | 0.06% | 136 |
|
|
2017
Q4 | $306K | Sell |
5,040
-1,695
| -25% | -$103K | 0.07% | 108 |
|
|
2017
Q3 | $371K | Sell |
6,735
-204
| -3% | -$11.2K | 0.1% | 99 |
|
|
2017
Q2 | $384K | Sell |
6,939
-1,211
| -15% | -$67K | 0.11% | 90 |
|
|
2017
Q1 | $449K | Hold |
8,150
| – | – | 0.12% | 87 |
|
|
2016
Q4 | $449K | Sell |
8,150
-1,477
| -15% | -$81.4K | 0.12% | 87 |
|
|
2016
Q3 | $426K | Sell |
9,627
-10,578
| -52% | -$468K | 0.12% | 88 |
|
|
2016
Q2 | $956K | Buy |
20,205
+12,873
| +176% | +$609K | 0.26% | 70 |
|
|
2016
Q1 | $355K | Buy |
7,332
+1,566
| +27% | +$75.8K | 0.1% | 96 |
|
|
2015
Q4 | $313K | Buy |
5,766
+3,002
| +109% | +$163K | 0.09% | 106 |
|
|
2015
Q3 | $142K | Buy |
+2,764
| New | +$142K | 0.06% | 131 |
|
|
2014
Q2 | – | Sell |
-5,514
| Closed | -$274K | – | 490 |
|
|
2014
Q1 | $274K | Buy |
5,514
+237
| +4% | +$11.8K | 0.15% | 92 |
|
|
2013
Q4 | $240K | Sell |
5,277
-627
| -11% | -$28.5K | 0.1% | 112 |
|
|
2013
Q3 | $244K | Buy |
+5,904
| New | +$244K | 0.11% | 106 |
|