JWM
Jupiter Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
15,000
| – | – | 0.59% | 36 |
|
|
2025
Q1 | $1.14M | Hold |
15,000
| – | – | 0.69% | 32 |
|
|
2024
Q4 | $1.05M | Hold |
15,000
| – | – | 0.53% | 43 |
|
|
2024
Q3 | $847K | Hold |
15,000
| – | – | 0.43% | 51 |
|
|
2024
Q2 | $890K | Hold |
15,000
| – | – | 0.47% | 49 |
|
|
2024
Q1 | $918K | Hold |
15,000
| – | – | 0.49% | 50 |
|
|
2023
Q4 | $738K | Hold |
15,000
| – | – | 0.43% | 54 |
|
|
2023
Q3 | $613K | Hold |
15,000
| – | – | 0.4% | 53 |
|
|
2023
Q2 | $640K | Hold |
15,000
| – | – | 0.55% | 43 |
|
|
2023
Q1 | $561K | Sell |
15,000
-27,487
| -65% | -$1.03M | 0.52% | 37 |
|
|
2022
Q4 | $1.75M | Sell |
42,487
-5,000
| -11% | -$206K | 1.7% | 21 |
|
|
2022
Q3 | $1.91M | Hold |
47,487
| – | – | 1.92% | 21 |
|
|
2022
Q2 | $1.86M | Sell |
47,487
-41,000
| -46% | -$1.61M | 1.69% | 20 |
|
|
2022
Q1 | $4.29M | Hold |
88,487
| – | – | 2.68% | 14 |
|
|
2021
Q4 | $4.25M | Sell |
88,487
-19,080
| -18% | -$915K | 2.2% | 14 |
|
|
2021
Q3 | $5.42M | Buy |
107,567
+8,025
| +8% | +$404K | 2.55% | 12 |
|
|
2021
Q2 | $4.85M | Buy |
99,542
+7,415
| +8% | +$362K | 2.32% | 14 |
|
|
2021
Q1 | $4.26M | Buy |
92,127
+82,127
| +821% | +$3.8M | 2.15% | 14 |
|
|
2020
Q4 | $302K | Hold |
10,000
| – | – | 0.19% | 64 |
|
|
2020
Q3 | $235K | Sell |
10,000
-1,530
| -13% | -$36K | 0.17% | 57 |
|
|
2020
Q2 | $283K | Buy |
+11,530
| New | +$283K | 0.14% | 65 |
|