A detailed history of Black Diamond Wealth Management Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 4,818 shares of WFC stock, worth $312,784. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,818
Holding current value
$312,784
% of portfolio
0.21%

Shares

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

Aug 13, 2024

BUY
$56.41 - $62.34 $271,783 - $300,354
4,818 New
4,818 $286,000
Q2 2023

Jul 31, 2023

SELL
$36.72 - $42.68 $3,892 - $4,524
-106 Reduced 1.7%
6,119 $261,000
Q1 2023

May 02, 2023

BUY
$36.23 - $48.5 $29,527 - $39,527
815 Added 15.06%
6,225 $232,000
Q4 2022

Jan 17, 2023

SELL
$40.23 - $47.95 $4,908 - $5,849
-122 Reduced 2.21%
5,410 $0
Q3 2022

Oct 26, 2022

BUY
$1.55 - $45.53 $404 - $11,883
261 Added 4.95%
5,532 $251,000
Q2 2022

Jul 22, 2022

BUY
$37.43 - $49.33 $36,681 - $48,343
980 Added 22.84%
5,271 $225,000
Q1 2022

May 04, 2022

SELL
$45.81 - $59.06 $4,351 - $5,610
-95 Reduced 2.17%
4,291 $208,000
Q4 2021

Feb 08, 2022

BUY
$45.31 - $52.0 $198,729 - $228,072
4,386 New
4,386 $210,000

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 $246B
  • 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 Black Diamond Wealth Management Inc. Portfolio

Follow Black Diamond Wealth Management Inc. 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 Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.