JAIC
Josh Arnold Investment Consultant’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,000
| Closed | -$339K | – | 26 |
|
|
2024
Q3 | $339K | Hold |
6,000
| – | – | 0.28% | 22 |
|
|
2024
Q2 | $356K | Hold |
6,000
| – | – | 0.3% | 17 |
|
|
2024
Q1 | $348K | Hold |
6,000
| – | – | 0.37% | 8 |
|
|
2023
Q4 | $295K | Hold |
6,000
| – | – | 0.28% | 15 |
|
|
2023
Q3 | $238K | Hold |
6,000
| – | – | 0.25% | 18 |
|
|
2023
Q2 | $256K | Hold |
6,000
| – | – | 0.25% | 19 |
|
|
2023
Q1 | $224K | Buy |
+6,000
| New | +$224K | 0.27% | 10 |
|
|
2022
Q4 | – | Sell |
-6,000
| Closed | -$241K | – | 25 |
|
|
2022
Q3 | $241K | Hold |
6,000
| – | – | 0.32% | 10 |
|
|
2022
Q2 | $235K | Hold |
6,000
| – | – | 0.3% | 13 |
|
|
2022
Q1 | $291K | Hold |
6,000
| – | – | 0.28% | 15 |
|
|
2021
Q4 | $288K | Buy |
+6,000
| New | +$288K | 0.26% | 13 |
|