JAM
Jupiter Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
277,149
+198,096
| +251% | +$15.9M | 0.19% | 157 |
|
|
2025
Q1 | $5.68M | Sell |
79,053
-72,420
| -48% | -$5.2M | 0.05% | 265 |
|
|
2024
Q4 | $10.6M | Buy |
+151,473
| New | +$10.6M | 0.1% | 222 |
|
|
2022
Q2 | – | Sell |
-874,480
| Closed | -$42.4M | – | 652 |
|
|
2022
Q1 | $42.4M | Buy |
874,480
+433,749
| +98% | +$21M | 0.5% | 56 |
|
|
2021
Q4 | $21.2M | Sell |
440,731
-195,652
| -31% | -$9.41M | 0.23% | 129 |
|
|
2021
Q3 | $29.5M | Buy |
636,383
+491,741
| +340% | +$22.8M | 0.33% | 97 |
|
|
2021
Q2 | $6.55M | Sell |
144,642
-952,559
| -87% | -$43.1M | 0.07% | 253 |
|
|
2021
Q1 | $42.9M | Sell |
1,097,201
-1,331,638
| -55% | -$52M | 0.42% | 63 |
|
|
2020
Q4 | $73.3M | Buy |
+2,428,839
| New | +$73.3M | 0.74% | 25 |
|
|
2019
Q4 | – | Sell |
-6,834
| Closed | -$345K | – | 228 |
|
|
2019
Q3 | $345K | Hold |
6,834
| – | – | 0.01% | 210 |
|
|
2019
Q2 | $323K | Sell |
6,834
-3,634
| -35% | -$172K | 0.01% | 205 |
|
|
2019
Q1 | $506K | Sell |
10,468
-151,105
| -94% | -$7.3M | 0.02% | 222 |
|
|
2018
Q4 | $7.45M | Sell |
161,573
-27,600
| -15% | -$1.27M | 0.26% | 114 |
|
|
2018
Q3 | $9.94M | Buy |
189,173
+3,090
| +2% | +$162K | 0.28% | 106 |
|
|
2018
Q2 | $10.3M | Sell |
186,083
-94,372
| -34% | -$5.23M | 0.3% | 94 |
|
|
2018
Q1 | $14.7M | Sell |
280,455
-357,712
| -56% | -$18.7M | 0.45% | 56 |
|
|
2017
Q4 | $38.7M | Buy |
638,167
+261,598
| +69% | +$15.9M | 1.11% | 15 |
|
|
2017
Q3 | $20.8M | Sell |
376,569
-33,063
| -8% | -$1.82M | 0.71% | 34 |
|
|
2017
Q2 | $22.7M | Sell |
409,632
-193,290
| -32% | -$10.7M | 0.79% | 28 |
|
|
2017
Q1 | $33.6M | Sell |
602,922
-212,484
| -26% | -$11.8M | 1.23% | 13 |
|
|
2016
Q4 | $44.9M | Buy |
815,406
+335,161
| +70% | +$18.5M | 1.68% | 11 |
|
|
2016
Q3 | $21.3M | Buy |
480,245
+17,215
| +4% | +$762K | 0.8% | 28 |
|
|
2016
Q2 | $21.9M | Sell |
463,030
-190,600
| -29% | -$9.02M | 0.84% | 27 |
|
|
2016
Q1 | $31.6M | Sell |
653,630
-111,851
| -15% | -$5.41M | 1.2% | 13 |
|
|
2015
Q4 | $41.6M | Buy |
765,481
+260,509
| +52% | +$14.2M | 1.53% | 13 |
|
|
2015
Q3 | $25.9M | Sell |
504,972
-84,975
| -14% | -$4.36M | 1.01% | 28 |
|
|
2015
Q2 | $33.2M | Sell |
589,947
-220,535
| -27% | -$12.4M | 1.16% | 19 |
|
|
2015
Q1 | $44.1M | Buy |
810,482
+182,590
| +29% | +$9.93M | 1.54% | 10 |
|
|
2014
Q4 | $34.4M | Sell |
627,892
-134,733
| -18% | -$7.39M | 1.11% | 17 |
|
|
2014
Q3 | $39.6M | Buy |
762,625
+171,328
| +29% | +$8.89M | 1.32% | 14 |
|
|
2014
Q2 | $31.1M | Sell |
591,297
-166,300
| -22% | -$8.74M | 0.98% | 18 |
|
|
2014
Q1 | $37.7M | Buy |
757,597
+214,684
| +40% | +$10.7M | 1.21% | 13 |
|
|
2013
Q4 | $24.6M | Sell |
542,913
-80,053
| -13% | -$3.63M | 0.96% | 26 |
|
|
2013
Q3 | $25.7M | Buy |
622,966
+34,680
| +6% | +$1.43M | 1.13% | 22 |
|
|
2013
Q2 | $24.3M | Buy |
+588,286
| New | +$24.3M | 1.08% | 19 |
|