Jones Financial Companies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.9M | Buy |
715,212
+174,092
| +32% | +$13.8M | 0.04% | 124 |
|
|
2025
Q1 | $38.3M | Buy |
541,120
+129,079
| +31% | +$9.13M | 0.03% | 141 |
|
|
2024
Q4 | $28.9M | Buy |
412,041
+144,153
| +54% | +$10.1M | 0.03% | 135 |
|
|
2024
Q3 | $15M | Buy |
267,888
+134,491
| +101% | +$7.52M | 0.02% | 167 |
|
|
2024
Q2 | $7.92M | Buy |
133,397
+102,931
| +338% | +$6.11M | 0.01% | 170 |
|
|
2024
Q1 | $1.77M | Buy |
30,466
+15,580
| +105% | +$903K | ﹤0.01% | 206 |
|
|
2023
Q4 | $733K | Buy |
14,886
+3,629
| +32% | +$179K | ﹤0.01% | 220 |
|
|
2023
Q3 | $460K | Sell |
11,257
-3,975
| -26% | -$162K | ﹤0.01% | 218 |
|
|
2023
Q2 | $650K | Sell |
15,232
-6,687
| -31% | -$285K | ﹤0.01% | 202 |
|
|
2023
Q1 | $819K | Sell |
21,919
-112
| -0.5% | -$4.19K | ﹤0.01% | 188 |
|
|
2022
Q4 | $910K | Sell |
22,031
-279
| -1% | -$11.5K | ﹤0.01% | 183 |
|
|
2022
Q3 | $898K | Buy |
22,310
+538
| +2% | +$21.7K | ﹤0.01% | 166 |
|
|
2022
Q2 | $853K | Buy |
21,772
+1,040
| +5% | +$40.7K | ﹤0.01% | 167 |
|
|
2022
Q1 | $1.01M | Sell |
20,732
-1,979
| -9% | -$95.9K | ﹤0.01% | 167 |
|
|
2021
Q4 | $1.09M | Buy |
22,711
+1,307
| +6% | +$62.7K | ﹤0.01% | 152 |
|
|
2021
Q3 | $993K | Buy |
21,404
+3,399
| +19% | +$158K | ﹤0.01% | 150 |
|
|
2021
Q2 | $815K | Sell |
18,005
-3,656
| -17% | -$165K | ﹤0.01% | 157 |
|
|
2021
Q1 | $846K | Buy |
21,661
+5,107
| +31% | +$199K | ﹤0.01% | 156 |
|
|
2020
Q4 | $500K | Sell |
16,554
-7,465
| -31% | -$225K | ﹤0.01% | 167 |
|
|
2020
Q3 | $565K | Sell |
24,019
-16,282
| -40% | -$383K | ﹤0.01% | 154 |
|
|
2020
Q2 | $1.03M | Buy |
40,301
+650
| +2% | +$16.6K | ﹤0.01% | 139 |
|
|
2020
Q1 | $1.14M | Sell |
39,651
-29,046
| -42% | -$834K | ﹤0.01% | 137 |
|
|
2019
Q4 | $3.7M | Sell |
68,697
-9,949
| -13% | -$535K | 0.01% | 117 |
|
|
2019
Q3 | $3.97M | Buy |
78,646
+20,388
| +35% | +$1.03M | 0.01% | 115 |
|
|
2019
Q2 | $2.76M | Sell |
58,258
-4,061
| -7% | -$192K | 0.01% | 118 |
|
|
2019
Q1 | $3.01M | Sell |
62,319
-5,381
| -8% | -$260K | 0.01% | 118 |
|
|
2018
Q4 | $3.12M | Sell |
67,700
-16,951
| -20% | -$781K | 0.01% | 115 |
|
|
2018
Q3 | $4.45M | Sell |
84,651
-5,628
| -6% | -$296K | 0.01% | 105 |
|
|
2018
Q2 | $5.01M | Sell |
90,279
-20,370
| -18% | -$1.13M | 0.01% | 97 |
|
|
2018
Q1 | $5.8M | Sell |
110,649
-66,991
| -38% | -$3.51M | 0.01% | 91 |
|
|
2017
Q4 | $10.8M | Sell |
177,640
-52,615
| -23% | -$3.19M | 0.03% | 65 |
|
|
2017
Q3 | $12.7M | Buy |
230,255
+949
| +0.4% | +$52.3K | 0.03% | 54 |
|
|
2017
Q2 | $12.7M | Sell |
229,306
-2,047
| -0.9% | -$113K | 0.04% | 54 |
|
|
2017
Q1 | $12.9M | Sell |
231,353
-8,519
| -4% | -$474K | 0.04% | 53 |
|
|
2016
Q4 | $13.2M | Sell |
239,872
-41,971
| -15% | -$2.31M | 0.05% | 47 |
|
|
2016
Q3 | $12.5M | Buy |
281,843
+10,537
| +4% | +$467K | 0.05% | 46 |
|
|
2016
Q2 | $12.8M | Buy |
271,306
+8,999
| +3% | +$426K | 0.06% | 42 |
|
|
2016
Q1 | $12.7M | Buy |
262,307
+18,007
| +7% | +$871K | 0.08% | 32 |
|
|
2015
Q4 | $13.3M | Buy |
244,300
+8,778
| +4% | +$477K | 0.08% | 32 |
|
|
2015
Q3 | $12.1M | Buy |
235,522
+19,266
| +9% | +$989K | 0.08% | 32 |
|
|
2015
Q2 | $12.2M | Sell |
216,256
-1,586
| -0.7% | -$89.2K | 0.08% | 34 |
|
|
2015
Q1 | $11.9M | Sell |
217,842
-5,547
| -2% | -$302K | 0.08% | 36 |
|
|
2014
Q4 | $12.2M | Buy |
223,389
+3,386
| +2% | +$186K | 0.08% | 33 |
|
|
2014
Q3 | $11.4M | Buy |
220,003
+7,992
| +4% | +$415K | 0.08% | 32 |
|
|
2014
Q2 | $11.1M | Buy |
212,011
+1,402
| +0.7% | +$73.7K | 0.08% | 32 |
|
|
2014
Q1 | $10.5M | Sell |
210,609
-3,661
| -2% | -$182K | 0.09% | 34 |
|
|
2013
Q4 | $9.73M | Buy |
214,270
+13,040
| +6% | +$592K | 0.09% | 36 |
|
|
2013
Q3 | $8.32M | Buy |
201,230
+21,100
| +12% | +$872K | 0.08% | 37 |
|
|
2013
Q2 | $7.43M | Buy |
+180,130
| New | +$7.43M | 0.08% | 37 |
|