JNBA Financial 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 | $722K | Sell |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $706K | Hold |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $824K | Sell |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $595K | Sell |
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|
2023
Q2 | $626K | Hold |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $772K | Sell |
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|
2021
Q3 | $761K | Hold |
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|
2021
Q2 | $743K | Sell |
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|
2021
Q1 | $680K | Buy |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $347K | Buy |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $762K | Sell |
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|
2019
Q3 | $721K | Sell |
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|
2019
Q2 | $706K | Hold |
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|
2019
Q1 | $721K | Sell |
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|
2018
Q4 | $755K | Buy |
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|
2018
Q3 | $97K | Sell |
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|
2018
Q2 | $790K | Hold |
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|
2018
Q1 | $747K | Sell |
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|
2017
Q4 | $900K | Hold |
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|
2017
Q3 | $819K | Sell |
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|
2017
Q2 | $852K | Hold |
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|
2017
Q1 | $855K | Buy |
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|
2016
Q4 | $705K | Sell |
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|
2016
Q3 | $649K | Buy |
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|
2016
Q2 | $523K | Sell |
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|
2016
Q1 | $776K | Hold |
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|
2015
Q4 | $872K | Sell |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $1.15M | Hold |
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|
2015
Q1 | $1.11M | Sell |
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|
2014
Q4 | $1.15M | Hold |
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|
2014
Q3 | $1.09M | Buy |
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|
2014
Q2 | $1.09M | Sell |
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|
2014
Q1 | $1.04M | Sell |
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|
2013
Q4 | $1.02M | Hold |
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|
2013
Q3 | $926K | Sell |
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|
2013
Q2 | $949K | Buy |
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