JWS
Juncture Wealth Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
3,650
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $262K | Hold |
3,650
| – | – | 0.1% | 110 |
|
|
2024
Q4 | $256K | Buy |
+3,650
| New | +$256K | 0.1% | 113 |
|
|
2024
Q3 | – | Sell |
-3,430
| Closed | -$204K | – | 128 |
|
|
2024
Q2 | $204K | Buy |
+3,430
| New | +$204K | 0.09% | 111 |
|
|
2023
Q1 | – | Sell |
-5,160
| Closed | -$213K | – | 123 |
|
|
2022
Q4 | $213K | Buy |
+5,160
| New | +$213K | 0.1% | 107 |
|