A detailed history of Boston Family Office LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Boston Family Office LLC holds 3,623 shares of WFC stock, worth $259,370. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,623
Previous 3,698 2.03%
Holding current value
$259,370
Previous $220,000 6.82%
% of portfolio
0.01%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$51.58 - $60.97 $3,868 - $4,572
-75 Reduced 2.03%
3,623 $205,000
Q1 2024

May 13, 2024

SELL
$46.44 - $57.96 $46,440 - $57,960
-1,000 Reduced 21.29%
3,698 $214,000
Q4 2023

Feb 12, 2024

BUY
$38.67 - $50.51 $181,671 - $237,295
4,698 New
4,698 $231,000
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $172,510 - $200,510
4,698 New
4,698 $200,000
Q3 2022

Nov 08, 2022

SELL
$1.55 - $45.53 $38 - $1,138
-25 Reduced 0.49%
5,107 $206,000
Q2 2022

Aug 11, 2022

SELL
$37.43 - $49.33 $935 - $1,233
-25 Reduced 0.48%
5,132 $201,000
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $11,003 - $13,299
-260 Reduced 4.8%
5,157 $239,000
Q1 2021

May 07, 2021

BUY
$29.7 - $40.81 $160,884 - $221,067
5,417 New
5,417 $211,000
Q3 2020

Nov 10, 2020

SELL
$22.83 - $26.35 $188,484 - $217,545
-8,256 Closed
0 $0
Q2 2020

Aug 06, 2020

SELL
$22.53 - $33.32 $13,134 - $19,425
-583 Reduced 6.6%
8,256 $211,000
Q1 2020

May 11, 2020

SELL
$25.25 - $53.75 $45,753 - $97,395
-1,812 Reduced 17.01%
8,839 $254,000
Q4 2019

Feb 05, 2020

SELL
$47.82 - $54.46 $29,648 - $33,765
-620 Reduced 5.5%
10,651 $573,000
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $25,420 - $29,716
-586 Reduced 4.94%
11,271 $569,000
Q4 2018

Feb 12, 2019

BUY
$43.6 - $54.46 $75,864 - $94,760
1,740 Added 17.2%
11,857 $546,000
Q2 2018

Jul 26, 2018

SELL
$50.39 - $56.18 $192,237 - $214,326
-3,815 Reduced 27.38%
10,117 $561,000
Q1 2018

Apr 30, 2018

SELL
$50.98 - $65.93 $235,578 - $304,662
-4,621 Reduced 24.91%
13,932 $730,000
Q4 2017

Feb 06, 2018

SELL
$53.19 - $61.61 $144,570 - $167,455
-2,718 Reduced 12.78%
18,553 $1.13 Million
Q3 2017

Nov 13, 2017

BUY
$49.58 - $55.15 $1.05 Million - $1.17 Million
21,271
21,271 $1.17 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 $272B
  • 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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