JGP 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 | $326K | Buy |
|
|||||
|
2025
Q2 | $278K | Buy |
|
|||||
|
2025
Q1 | $249K | Sell |
|
|||||
|
2024
Q4 | $248K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $267K | Sell |
|
|||||
|
2019
Q3 | $318K | Buy |
|
|||||
|
2019
Q2 | $309K | Buy |
|
|||||
|
2019
Q1 | $299K | Hold |
|
|||||
|
2018
Q4 | $286K | Hold |
|
|||||
|
2018
Q3 | $325K | Sell |
|
|||||
|
2018
Q2 | $389K | Buy |
|