A detailed history of Lji Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Lji Wealth Management, LLC holds 24,465 shares of WFC stock, worth $1.59 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
24,465
Previous 25,159 2.76%
Holding current value
$1.59 Million
Previous $1.46 Billion 0.36%
% of portfolio
0.32%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$56.41 - $62.34 $39,148 - $43,263
-694 Reduced 2.76%
24,465 $1.45 Billion
Q1 2024

May 15, 2024

SELL
$46.44 - $57.96 $26,052 - $32,515
-561 Reduced 2.18%
25,159 $1.46 Billion
Q4 2023

Feb 13, 2024

SELL
$38.67 - $50.51 $4,215 - $5,505
-109 Reduced 0.42%
25,720 $1.27 Billion
Q3 2023

Feb 02, 2024

SELL
$40.43 - $47.13 $363 - $424
-9 Reduced 0.03%
25,829 $1.06 Billion
Q2 2023

Feb 02, 2024

SELL
$36.72 - $42.68 $32,570 - $37,857
-887 Reduced 3.32%
25,838 $1.1 Billion
Q1 2023

Feb 02, 2024

BUY
$36.23 - $48.5 $27,752 - $37,151
766 Added 2.95%
26,725 $999 Million
Q4 2022

Jan 02, 2024

BUY
$40.23 - $47.95 $1.04 Million - $1.24 Million
25,959 New
25,959 $1.07 Billion

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $246B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.