A detailed history of Cornerstone Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 15,732 shares of WFC stock, worth $1.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,732
Previous 16,500 4.65%
Holding current value
$1.13 Million
Previous $979,000 9.3%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 16, 2024

SELL
$51.58 - $60.97 $39,613 - $46,824
-768 Reduced 4.65%
15,732 $888,000
Q2 2024

Jul 16, 2024

SELL
$56.41 - $62.34 $74,912 - $82,787
-1,328 Reduced 7.45%
16,500 $979,000
Q1 2024

Apr 19, 2024

SELL
$46.44 - $57.96 $4,876 - $6,085
-105 Reduced 0.59%
17,828 $1.03 Million
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $60,209 - $78,644
-1,557 Reduced 7.99%
17,933 $882,000
Q3 2023

Nov 06, 2023

BUY
$40.43 - $47.13 $23,085 - $26,911
571 Added 3.02%
19,490 $796,000
Q2 2023

Jul 14, 2023

BUY
$36.72 - $42.68 $127,051 - $147,672
3,460 Added 22.38%
18,919 $807,000
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $121,153 - $162,184
3,344 Added 27.6%
15,459 $577,000
Q3 2022

Oct 14, 2022

BUY
$1.55 - $45.53 $607 - $17,847
392 Added 3.34%
12,115 $487,000
Q2 2022

Aug 04, 2022

SELL
$37.43 - $49.33 $4,603 - $6,067
-123 Reduced 1.04%
11,723 $459,000
Q1 2022

Apr 21, 2022

SELL
$45.81 - $59.06 $36,877 - $47,543
-805 Reduced 6.36%
11,846 $574,000
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $63,162 - $72,488
1,394 Added 12.38%
12,651 $604,000
Q3 2021

Nov 12, 2021

BUY
$42.32 - $51.15 $12,992 - $15,703
307 Added 2.8%
11,257 $522,000
Q2 2021

Aug 09, 2021

SELL
$39.48 - $47.9 $65,141 - $79,035
-1,650 Reduced 13.1%
10,950 $496,000
Q1 2021

Apr 30, 2021

SELL
$29.7 - $40.81 $16,869 - $23,180
-568 Reduced 4.31%
12,600 $492,000
Q4 2020

Jan 29, 2021

SELL
$21.14 - $30.35 $28,729 - $41,245
-1,359 Reduced 9.35%
13,168 $397,000
Q3 2020

Oct 13, 2020

SELL
$22.83 - $26.35 $55,088 - $63,582
-2,413 Reduced 14.24%
14,527 $342,000
Q2 2020

Jul 16, 2020

BUY
$22.53 - $33.32 $110,937 - $164,067
4,924 Added 40.98%
16,940 $434,000
Q1 2020

May 13, 2020

BUY
$25.25 - $53.75 $25,906 - $55,147
1,026 Added 9.34%
12,016 $345,000
Q4 2019

Feb 20, 2020

SELL
$47.82 - $54.46 $27,974 - $31,859
-585 Reduced 5.05%
10,990 $591,000
Q3 2019

Oct 29, 2019

SELL
$43.38 - $50.71 $11,278 - $13,184
-260 Reduced 2.2%
11,575 $584,000
Q2 2019

Aug 02, 2019

SELL
$44.37 - $49.17 $255,127 - $282,727
-5,750 Reduced 32.7%
11,835 $562,000
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $262,282 - $291,343
5,632 Added 47.12%
17,585 $1.34 Million
Q4 2018

Feb 13, 2019

SELL
$43.6 - $54.46 $26 Million - $32.5 Million
-596,401 Reduced 98.04%
11,953 $555,000
Q3 2018

Oct 19, 2018

SELL
$52.56 - $59.19 $1.11 Million - $1.25 Million
-21,046 Reduced 3.34%
608,354 $11 Million
Q2 2018

Jul 20, 2018

BUY
$50.39 - $56.18 $31.2 Million - $34.8 Million
618,650 Added 5754.88%
629,400 $11.2 Million
Q1 2018

Apr 24, 2018

SELL
$50.98 - $65.93 $44,811 - $57,952
-879 Reduced 7.56%
10,750 $554,000
Q4 2017

Feb 09, 2018

BUY
$53.19 - $61.61 $31,701 - $36,719
596 Added 5.4%
11,629 $725,000
Q3 2017

Nov 14, 2017

SELL
$49.58 - $55.15 $54,042 - $60,113
-1,090 Reduced 8.99%
11,033 $611,000
Q2 2017

Aug 11, 2017

BUY
N/A
12,123
12,123 $674,000

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 $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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