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 $930,240. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,994
Previous 11,372 14.26%
Holding current value
$930,240
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 $272B
  • 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 Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.