A detailed history of Accurate Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 10,669 shares of WFC stock, worth $890,007. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,669
Previous 9,388 13.65%
Holding current value
$890,007
Previous $752,000 18.88%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 20, 2025

BUY
$77.05 - $85.16 $98,701 - $109,089
1,281 Added 13.65%
10,669 $894,000
Q2 2025

Jul 15, 2025

BUY
$60.98 - $80.12 $57,991 - $76,194
951 Added 11.27%
9,388 $752,000
Q1 2025

Apr 14, 2025

BUY
$66.78 - $81.42 $8,013 - $9,770
120 Added 1.44%
8,437 $605,000
Q4 2024

Jan 14, 2025

BUY
$54.98 - $77.35 $457,268 - $643,319
8,317 New
8,317 $584,000
Q4 2022

Jan 11, 2023

BUY
$40.23 - $47.95 $64,931 - $77,391
1,614 New
1,614 $0

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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