JT Stratford LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
22,975
+2,910
| +15% | +$233K | 0.28% | 80 |
|
|
2025
Q1 | $1.44M | Sell |
20,065
-917
| -4% | -$65.8K | 0.25% | 99 |
|
|
2024
Q4 | $1.47M | Buy |
20,982
+1,142
| +6% | +$80.2K | 0.24% | 95 |
|
|
2024
Q3 | $1.12M | Sell |
19,840
-857
| -4% | -$48.4K | 0.19% | 130 |
|
|
2024
Q2 | $1.23M | Buy |
20,697
+1,055
| +5% | +$62.7K | 0.23% | 104 |
|
|
2024
Q1 | $1.14M | Buy |
19,642
+5,323
| +37% | +$309K | 0.23% | 119 |
|
|
2023
Q4 | $705K | Sell |
14,319
-220
| -2% | -$10.8K | 0.16% | 147 |
|
|
2023
Q3 | $594K | Buy |
14,539
+329
| +2% | +$13.4K | 0.15% | 151 |
|
|
2023
Q2 | $606K | Buy |
14,210
+478
| +3% | +$20.4K | 0.16% | 145 |
|
|
2023
Q1 | $513K | Sell |
13,732
-1,302
| -9% | -$48.7K | 0.15% | 148 |
|
|
2022
Q4 | $621K | Sell |
15,034
-26,178
| -64% | -$1.08M | 0.2% | 118 |
|
|
2022
Q3 | $1.66M | Sell |
41,212
-2,250
| -5% | -$90.5K | 0.59% | 44 |
|
|
2022
Q2 | $1.7M | Sell |
43,462
-4,912
| -10% | -$192K | 0.54% | 51 |
|
|
2022
Q1 | $2.34M | Buy |
48,374
+7,365
| +18% | +$357K | 0.69% | 43 |
|
|
2021
Q4 | $1.97M | Buy |
41,009
+898
| +2% | +$43.1K | 0.54% | 52 |
|
|
2021
Q3 | $1.86M | Buy |
40,111
+140
| +0.4% | +$6.5K | 0.57% | 48 |
|
|
2021
Q2 | $1.81M | Buy |
39,971
+22,988
| +135% | +$1.04M | 0.58% | 44 |
|
|
2021
Q1 | $664K | Sell |
16,983
-414
| -2% | -$16.2K | 0.23% | 100 |
|
|
2020
Q4 | $525K | Sell |
17,397
-745
| -4% | -$22.5K | 0.2% | 99 |
|
|
2020
Q3 | $427K | Sell |
18,142
-3,880
| -18% | -$91.3K | 0.18% | 102 |
|
|
2020
Q2 | $564K | Buy |
+22,022
| New | +$564K | 0.29% | 89 |
|
|
2019
Q4 | – | Sell |
-6,686
| Closed | -$337K | – | 169 |
|
|
2019
Q3 | $337K | Buy |
+6,686
| New | +$337K | 0.19% | 107 |
|
|
2018
Q2 | – | Sell |
-8,022
| Closed | -$420K | – | 110 |
|
|
2018
Q1 | $420K | Buy |
8,022
+4,055
| +102% | +$212K | 0.26% | 81 |
|
|
2017
Q4 | $241K | Sell |
3,967
-24,986
| -86% | -$1.52M | 0.16% | 88 |
|
|
2017
Q3 | $1.6M | Buy |
28,953
+89
| +0.3% | +$4.91K | 1.03% | 36 |
|
|
2017
Q2 | $1.6M | Sell |
28,864
-2,409
| -8% | -$133K | 1.12% | 34 |
|
|
2017
Q1 | $1.74M | Buy |
31,273
+94
| +0.3% | +$5.23K | 1.29% | 29 |
|
|
2016
Q4 | $1.72M | Buy |
+31,179
| New | +$1.72M | 1.44% | 27 |
|