Jrm Investment Counsel, LLC WELLS FARGO CO NEW Transaction History

Jrm Investment Counsel, LLC

  • $311 Billion
  • Q2 2025
Number of Shares
2,099
Previous 6,824 69.24%
Holding current value
$2.46 Billion
Previous $8.19 Billion 69.93%
% of portfolio
0.79%
Previous 2.79%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-4,725 Reduced 69.24%
2,099 $2.46 Billion
Q1 2025

May 14, 2025
SELL
N/A
-38 Reduced 0.55%
6,824 $8.19 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
71 Added 1.05%
6,862 $8.19 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-1,919 Reduced 22.03%
6,791 $8.71 Billion
Q2 2024

Aug 12, 2024
SELL
N/A
-2,257 Reduced 20.58%
8,710 $10.4 Billion
Q1 2024

May 14, 2024
BUY
N/A
10,967 New
10,967 $13.4 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
540 Added 5.1%
11,127 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-1,321 Reduced 11.09%
10,587 $0
Q2 2023

Aug 08, 2023
SELL
N/A
-269 Reduced 2.21%
11,908 $0
Q1 2023

May 12, 2023
BUY
N/A
1,544 Added 14.52%
12,177 $0
Q4 2022

Feb 09, 2023
SELL
N/A
-3,569 Reduced 25.13%
10,633 $0
Q3 2022

Nov 08, 2022
BUY
N/A
39 Added 0.28%
14,202 $17.1 Million
Q2 2022

Aug 05, 2022
BUY
N/A
8,876 Added 167.88%
14,163 $17.2 Million
Q1 2022

May 12, 2022
SELL
N/A
-913 Reduced 14.73%
5,287 $7.01 Million
Q4 2021

Feb 09, 2022
BUY
N/A
6,200 New
6,200 $9.24 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-8,913 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
N/A
1,435 Added 19.19%
8,913 $12 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-532 Reduced 6.64%
7,478 $9.7 Million
Q1 2020

May 13, 2020
BUY
N/A
3,396 Added 73.6%
8,010 $10.2 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-3,044 Reduced 39.75%
4,614 $6.69 Million
Q3 2019

Nov 12, 2019
BUY
N/A
4 Added 0.05%
7,658 $11.7 Million
Q2 2019

Aug 06, 2019
BUY
N/A
17 Added 0.22%
7,654 $10.4 Million
Q1 2019

May 10, 2019
SELL
N/A
-187 Reduced 2.39%
7,637 $9.87 Million
Q4 2018

Feb 11, 2019
BUY
N/A
150 Added 1.95%
7,824 $9.87 Million
Q3 2018

Nov 07, 2018
BUY
N/A
1,957 Added 34.23%
7,674 $9.91 Million
Q2 2018

Aug 07, 2018
BUY
N/A
203 Added 3.68%
5,717 $7.2 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-30 Reduced 0.54%
5,514 $7.22 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-300 Reduced 5.13%
5,544 $7.29 Million
Q2 2017

Aug 08, 2017
BUY
N/A
5,844
5,844 $7.66 Million
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