SIC
SJS Investment Consulting’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
1,372
-55
| -4% | -$4.41K | 0.02% | 132 |
|
|
2025
Q1 | $102K | Buy |
1,427
+3
| +0.2% | +$215 | 0.02% | 136 |
|
|
2024
Q4 | $100K | Sell |
1,424
-75
| -5% | -$5.27K | 0.02% | 136 |
|
|
2024
Q3 | $84.7K | Sell |
1,499
-30
| -2% | -$1.7K | 0.01% | 149 |
|
|
2024
Q2 | $90.8K | Sell |
1,529
-57
| -4% | -$3.39K | 0.02% | 132 |
|
|
2024
Q1 | $91.9K | Buy |
1,586
+63
| +4% | +$3.65K | 0.02% | 136 |
|
|
2023
Q4 | $75K | Buy |
1,523
+244
| +19% | +$12K | 0.02% | 137 |
|
|
2023
Q3 | $52.3K | Sell |
1,279
-237
| -16% | -$9.69K | 0.01% | 155 |
|
|
2023
Q2 | $64.7K | Sell |
1,516
-52
| -3% | -$2.22K | 0.02% | 135 |
|
|
2023
Q1 | $58.6K | Sell |
1,568
-3
| -0.2% | -$112 | 0.02% | 142 |
|
|
2022
Q4 | $64.9K | Buy |
1,571
+98
| +7% | +$4.05K | 0.02% | 140 |
|
|
2022
Q3 | $59K | Buy |
+1,473
| New | +$59K | 0.02% | 150 |
|
|
2022
Q1 | $66K | Buy |
1,372
+126
| +10% | +$6.06K | 0.02% | 158 |
|
|
2021
Q4 | $60K | Buy |
+1,246
| New | +$60K | 0.02% | 159 |
|