A detailed history of Accretive Wealth Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 19,268 shares of WFC stock, worth $1.61 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
19,268
Previous 18,194 5.9%
Holding current value
$1.61 Million
Previous $1.46 Million 10.84%
% of portfolio
0.52%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$77.05 - $85.16 $82,751 - $91,461
1,074 Added 5.9%
19,268 $1.62 Million
Q2 2025

Jul 29, 2025

BUY
$60.98 - $80.12 $778,348 - $1.02 Million
12,764 Added 235.06%
18,194 $1.46 Million
Q1 2025

May 07, 2025

BUY
$66.78 - $81.42 $362,615 - $442,110
5,430 New
5,430 $389,000

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 $317B
  • 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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