JTC Employer Solutions Trustee’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Hold |
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|
2025
Q2 | $153K | Hold |
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|
2025
Q1 | $137K | Hold |
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|
2024
Q4 | $134K | Hold |
|
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $94K | Hold |
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|
2023
Q3 | $78K | Hold |
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|
2023
Q2 | $81K | Hold |
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|
2023
Q1 | $71K | Hold |
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|
2022
Q4 | $79K | Hold |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $126K | Hold |
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|
2021
Q4 | $125K | Hold |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $118K | Buy |
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