Jupiter Wealth Management’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
Q2 | $1.17M | Hold |
|
|||||
|
2025
Q1 | $1.14M | Hold |
|
|||||
|
2024
Q4 | $1.05M | Hold |
|
|||||
|
2024
Q3 | $847K | Hold |
|
|||||
|
2024
Q2 | $890K | Hold |
|
|||||
|
2024
Q1 | $918K | Hold |
|
|||||
|
2023
Q4 | $738K | Hold |
|
|||||
|
2023
Q3 | $613K | Hold |
|
|||||
|
2023
Q2 | $640K | Hold |
|
|||||
|
2023
Q1 | $561K | Sell |
|
|||||
|
2022
Q4 | $1.75M | Sell |
|
|||||
|
2022
Q3 | $1.91M | Hold |
|
|||||
|
2022
Q2 | $1.86M | Sell |
|
|||||
|
2022
Q1 | $4.29M | Hold |
|
|||||
|
2021
Q4 | $4.25M | Sell |
|
|||||
|
2021
Q3 | $5.42M | Buy |
|
|||||
|
2021
Q2 | $4.85M | Buy |
|
|||||
|
2021
Q1 | $4.26M | Buy |
|
|||||
|
2020
Q4 | $302K | Hold |
|
|||||
|
2020
Q3 | $235K | Sell |
|
|||||
|
2020
Q2 | $283K | Buy |
|