A detailed history of Blue Rock Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 10,057 shares of WFC stock, worth $838,954. This represents 0.52% of its overall portfolio holdings.

Number of Shares
10,057
Previous 8,078 24.5%
Holding current value
$838,954
Previous $580 Million 45.36%
% of portfolio
0.52%
Previous 0.49%

Shares

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

Oct 21, 2025

BUY
$77.05 - $85.16 $152,481 - $168,531
1,979 Added 24.5%
10,057 $843 Million
Q2 2025

Oct 21, 2025

SELL
$60.98 - $80.12 $17,501 - $22,994
-287 Reduced 2.85%
9,770 $783 Million
Q1 2025

May 20, 2025

BUY
$66.78 - $81.42 $193,261 - $235,629
2,894 Added 55.83%
8,078 $580 Million
Q4 2024

Feb 14, 2025

BUY
$54.98 - $77.35 $285,016 - $400,982
5,184 New
5,184 $364 Million

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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