A detailed history of Glass Jacobson Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 1,279 shares of WFC stock, worth $69,066. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,279
Previous 1,278 0.08%
Holding current value
$69,066
Previous $74.1 Million 2.49%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2024

BUY
$56.41 - $62.34 $56 - $62
1 Added 0.08%
1,279 $75.9 Million
Q4 2023

Jan 22, 2024

SELL
$38.67 - $50.51 $2,165 - $2,828
-56 Reduced 4.2%
1,278 $62.9 Million
Q3 2023

Nov 07, 2023

BUY
$40.43 - $47.13 $40 - $47
1 Added 0.08%
1,334 $54.5 Million
Q2 2023

Jul 25, 2023

BUY
$36.72 - $42.68 $146 - $170
4 Added 0.3%
1,333 $56.9 Million
Q4 2022

Feb 06, 2023

BUY
$40.23 - $47.95 $53,465 - $63,725
1,329 New
1,329 $54.9 Million

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 $205B
  • 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 Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.