A detailed history of Aj Wealth Strategies, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 12,994 shares of WFC stock, worth $774,702. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,994
Previous 11,372 14.26%
Holding current value
$774,702
Previous $425,000 30.35%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$36.72 - $42.68 $59,559 - $69,226
1,622 Added 14.26%
12,994 $554,000
Q1 2023

Apr 28, 2023

BUY
$36.23 - $48.5 $1,050 - $1,406
29 Added 0.26%
11,372 $425,000
Q4 2022

Jan 25, 2023

BUY
$40.23 - $47.95 $402 - $479
10 Added 0.09%
11,343 $468,000
Q3 2022

Oct 27, 2022

BUY
$1.55 - $45.53 $17 - $500
11 Added 0.1%
11,333 $456,000
Q2 2022

Aug 04, 2022

BUY
$37.43 - $49.33 $336 - $443
9 Added 0.08%
11,322 $443,000
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $366 - $472
8 Added 0.07%
11,313 $548,000
Q4 2021

Jan 26, 2022

BUY
$45.31 - $52.0 $271 - $312
6 Added 0.05%
11,305 $542,000
Q3 2021

Oct 20, 2021

SELL
$42.32 - $51.15 $3,512 - $4,245
-83 Reduced 0.73%
11,299 $524,000
Q2 2021

Aug 16, 2021

BUY
$39.48 - $47.9 $118 - $143
3 Added 0.03%
11,382 $516,000
Q1 2021

May 06, 2021

BUY
$29.7 - $40.81 $118 - $163
4 Added 0.04%
11,379 $445,000
Q4 2020

Feb 16, 2021

BUY
$21.14 - $30.35 $126 - $182
6 Added 0.05%
11,375 $343,000
Q3 2020

Nov 16, 2020

SELL
$22.83 - $26.35 $86,091 - $99,365
-3,771 Reduced 24.91%
11,369 $267,000
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $341,104 - $504,464
15,140 New
15,140 $388,000

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 $226B
  • 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
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