LJI Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
21,115
+16
| +0.1% | +$1.28K | 0.29% | 39 |
|
|
2025
Q1 | $1.51M | Sell |
21,099
-204
| -1% | -$14.6K | 0.3% | 42 |
|
|
2024
Q4 | $1.5M | Sell |
21,303
-1,184
| -5% | -$83.2K | 0.29% | 41 |
|
|
2024
Q3 | $1.27M | Sell |
22,487
-1,978
| -8% | -$112K | 0.26% | 45 |
|
|
2024
Q2 | $1.45M | Sell |
24,465
-694
| -3% | -$41.2K | 0.32% | 38 |
|
|
2024
Q1 | $1.46M | Sell |
25,159
-561
| -2% | -$32.5K | 0.38% | 30 |
|
|
2023
Q4 | $1.27M | Sell |
25,720
-109
| -0.4% | -$5.37K | 0.33% | 37 |
|
|
2023
Q3 | $1.06M | Sell |
25,829
-9
| -0% | -$368 | 0.3% | 43 |
|
|
2023
Q2 | $1.1M | Sell |
25,838
-887
| -3% | -$37.9K | 0.32% | 37 |
|
|
2023
Q1 | $999K | Buy |
26,725
+766
| +3% | +$28.6K | 0.32% | 35 |
|
|
2022
Q4 | $1.07M | Buy |
+25,959
| New | +$1.07M | 0.38% | 34 |
|