JGP 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 | $278K | Buy |
3,469
+1
| +0% | +$80 | 0.03% | 174 |
|
|
2025
Q1 | $249K | Sell |
3,468
-65
| -2% | -$4.67K | 0.03% | 173 |
|
|
2024
Q4 | $248K | Buy |
+3,533
| New | +$248K | 0.03% | 167 |
|
|
2020
Q1 | – | Sell |
-5,030
| Closed | -$267K | – | 140 |
|
|
2019
Q4 | $267K | Sell |
5,030
-1,530
| -23% | -$81.2K | 0.08% | 114 |
|
|
2019
Q3 | $318K | Buy |
6,560
+23
| +0.4% | +$1.12K | 0.11% | 101 |
|
|
2019
Q2 | $309K | Buy |
6,537
+340
| +5% | +$16.1K | 0.11% | 106 |
|
|
2019
Q1 | $299K | Hold |
6,197
| – | – | 0.11% | 103 |
|
|
2018
Q4 | $286K | Hold |
6,197
| – | – | 0.12% | 99 |
|
|
2018
Q3 | $325K | Sell |
6,197
-819
| -12% | -$43K | 0.13% | 100 |
|
|
2018
Q2 | $389K | Buy |
+7,016
| New | +$389K | 0.16% | 94 |
|