JIC
Joel Isaacson & Co’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
46,630
-214
| -0.5% | -$17.1K | 0.15% | 68 |
|
|
2025
Q1 | $3.36M | Buy |
46,844
+1,367
| +3% | +$98.1K | 0.15% | 63 |
|
|
2024
Q4 | $3.19M | Buy |
45,477
+321
| +0.7% | +$22.5K | 0.14% | 66 |
|
|
2024
Q3 | $2.55M | Buy |
45,156
+313
| +0.7% | +$17.7K | 0.12% | 76 |
|
|
2024
Q2 | $2.66M | Buy |
44,843
+176
| +0.4% | +$10.5K | 0.14% | 70 |
|
|
2024
Q1 | $2.59M | Buy |
44,667
+12,485
| +39% | +$724K | 0.14% | 74 |
|
|
2023
Q4 | $1.58M | Buy |
32,182
+4,164
| +15% | +$205K | 0.1% | 95 |
|
|
2023
Q3 | $1.14M | Buy |
28,018
+411
| +1% | +$16.8K | 0.08% | 108 |
|
|
2023
Q2 | $1.18M | Sell |
27,607
-7,097
| -20% | -$303K | 0.08% | 106 |
|
|
2023
Q1 | $1.3M | Buy |
34,704
+6,874
| +25% | +$257K | 0.09% | 95 |
|
|
2022
Q4 | $1.15M | Buy |
27,830
+2,000
| +8% | +$82.6K | 0.09% | 96 |
|
|
2022
Q3 | $1.04M | Buy |
25,830
+306
| +1% | +$12.3K | 0.09% | 100 |
|
|
2022
Q2 | $1M | Buy |
25,524
+2,580
| +11% | +$101K | 0.08% | 99 |
|
|
2022
Q1 | $1.08M | Sell |
22,944
-999
| -4% | -$47.1K | 0.08% | 107 |
|
|
2021
Q4 | $1.15M | Sell |
23,943
-8
| -0% | -$384 | 0.08% | 112 |
|
|
2021
Q3 | $1.11M | Buy |
23,951
+11,500
| +92% | +$534K | 0.08% | 103 |
|
|
2021
Q2 | $564K | Buy |
12,451
+1,791
| +17% | +$81.1K | 0.04% | 161 |
|
|
2021
Q1 | $416K | Sell |
10,660
-3,501
| -25% | -$137K | 0.04% | 179 |
|
|
2020
Q4 | $427K | Buy |
14,161
+44
| +0.3% | +$1.33K | 0.04% | 159 |
|
|
2020
Q3 | $332K | Sell |
14,117
-2,985
| -17% | -$70.2K | 0.04% | 166 |
|
|
2020
Q2 | $438K | Sell |
17,102
-4,670
| -21% | -$120K | 0.06% | 126 |
|
|
2020
Q1 | $625K | Sell |
21,772
-28,982
| -57% | -$832K | 0.11% | 88 |
|
|
2019
Q4 | $2.73M | Buy |
50,754
+1
| +0% | +$54 | 0.36% | 32 |
|
|
2019
Q3 | $2.56M | Sell |
50,753
-1,868
| -4% | -$94.2K | 0.36% | 32 |
|
|
2019
Q2 | $2.49M | Sell |
52,621
-13,929
| -21% | -$659K | 0.36% | 34 |
|
|
2019
Q1 | $3.22M | Buy |
66,550
+28,560
| +75% | +$1.38M | 0.47% | 29 |
|
|
2018
Q4 | $1.82M | Buy |
37,990
+12,561
| +49% | +$601K | 0.29% | 43 |
|
|
2018
Q3 | $1.34M | Buy |
25,429
+119
| +0.5% | +$6.26K | 0.21% | 50 |
|
|
2018
Q2 | $1.4M | Buy |
25,310
+1,113
| +5% | +$61.7K | 0.23% | 45 |
|
|
2018
Q1 | $1.27M | Hold |
24,197
| – | – | 0.22% | 47 |
|
|
2017
Q4 | $1.47M | Sell |
24,197
-1,020
| -4% | -$61.9K | 0.25% | 45 |
|
|
2017
Q3 | $1.39M | Sell |
25,217
-2,599
| -9% | -$143K | 0.25% | 47 |
|
|
2017
Q2 | $1.54M | Buy |
27,816
+1,904
| +7% | +$105K | 0.29% | 41 |
|
|
2017
Q1 | $1.44M | Sell |
25,912
-538
| -2% | -$29.9K | 0.28% | 41 |
|
|
2016
Q4 | $1.46M | Sell |
26,450
-493
| -2% | -$27.2K | 0.29% | 37 |
|
|
2016
Q3 | $1.19M | Sell |
26,943
-264
| -1% | -$11.7K | 0.25% | 41 |
|
|
2016
Q2 | $1.29M | Sell |
27,207
-2,361
| -8% | -$112K | 0.27% | 38 |
|
|
2016
Q1 | $1.43M | Sell |
29,568
-2,342
| -7% | -$113K | 0.32% | 35 |
|
|
2015
Q4 | $1.74M | Sell |
31,910
-1,507
| -5% | -$81.9K | 0.43% | 28 |
|
|
2015
Q3 | $1.72M | Buy |
33,417
+504
| +2% | +$25.9K | 0.46% | 25 |
|
|
2015
Q2 | $1.85M | Buy |
32,913
+2,333
| +8% | +$131K | 0.47% | 24 |
|
|
2015
Q1 | $1.66M | Buy |
30,580
+5,004
| +20% | +$272K | 0.42% | 28 |
|
|
2014
Q4 | $1.4M | Buy |
25,576
+10,386
| +68% | +$569K | 0.38% | 32 |
|
|
2014
Q3 | $788K | Buy |
15,190
+391
| +3% | +$20.3K | 0.24% | 53 |
|
|
2014
Q2 | $778K | Hold |
14,799
| – | – | 0.24% | 54 |
|
|
2014
Q1 | $736K | Hold |
14,799
| – | – | 0.25% | 52 |
|
|
2013
Q4 | $672K | Buy |
14,799
+1,278
| +9% | +$58K | 0.24% | 50 |
|
|
2013
Q3 | $559K | Buy |
13,521
+1,390
| +11% | +$57.5K | 0.23% | 52 |
|
|
2013
Q2 | $501K | Buy |
+12,131
| New | +$501K | 0.24% | 50 |
|