Wells Fargo & Company shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 21k | 83.82 |
| 2025-06-30 | $1.7M | 21k | 80.12 |
| 2025-03-31 | $1.5M | 21k | 71.79 |
| 2024-12-31 | $1.5M | 21k | 70.24 |
| 2024-09-30 | $1.3M | 23k | 56.49 |
| 2024-06-30 | $1.5M | 25k | 59.39 |
| 2024-03-31 | $1.5M | 25k | 57.96 |
| 2023-09-30 | $1.1M | 26k | 40.86 |
| 2023-06-30 | $1.1M | 26k | 42.68 |
| 2023-03-31 | $999k | 27k | 37.38 |
| 2022-12-31 | $1.1M | 26k | 41.29 |