JWBC
John W. Brooker & Co’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,075
| Closed | -$508K | – | 81 |
|
|
2025
Q1 | $508K | Hold |
7,075
| – | – | 0.21% | 59 |
|
|
2024
Q4 | $497K | Hold |
7,075
| – | – | 0.21% | 60 |
|
|
2024
Q3 | $400K | Hold |
7,075
| – | – | 0.18% | 62 |
|
|
2024
Q2 | $420K | Buy |
7,075
+171
| +2% | +$10.2K | 0.21% | 60 |
|
|
2024
Q1 | $400K | Hold |
6,904
| – | – | 0.21% | 58 |
|
|
2023
Q4 | $340K | Hold |
6,904
| – | – | 0.2% | 58 |
|
|
2023
Q3 | $282K | Hold |
6,904
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $295K | Hold |
6,904
| – | – | 0.19% | 57 |
|
|
2023
Q1 | $274K | Hold |
6,904
| – | – | 0.18% | 56 |
|
|
2022
Q4 | $285K | Hold |
6,904
| – | – | 0.19% | 54 |
|
|
2022
Q3 | $278K | Hold |
6,904
| – | – | 0.18% | 48 |
|
|
2022
Q2 | $270K | Hold |
6,904
| – | – | 0.17% | 44 |
|
|
2022
Q1 | $335K | Hold |
6,904
| – | – | 0.18% | 44 |
|
|
2021
Q4 | $331K | Hold |
6,904
| – | – | 0.17% | 46 |
|
|
2021
Q3 | $320K | Hold |
6,904
| – | – | 0.18% | 44 |
|
|
2021
Q2 | $313K | Hold |
6,904
| – | – | 0.18% | 44 |
|
|
2021
Q1 | $270K | Sell |
6,904
-3,452
| -33% | -$135K | 0.17% | 45 |
|
|
2020
Q4 | $313K | Buy |
+10,356
| New | +$313K | 0.2% | 42 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$7K | – | 177 |
|
|
2020
Q1 | $7K | Sell |
250
-85
| -25% | -$2.38K | 0.01% | 130 |
|
|
2019
Q4 | $18K | Buy |
+335
| New | +$18K | 0.01% | 113 |
|