A detailed history of Daymark Wealth Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 74,015 shares of WFC stock, worth $4.79 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
74,015
Previous 75,647 2.16%
Holding current value
$4.79 Million
Previous $4.49 Million 6.99%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Oct 08, 2024

SELL
$51.58 - $60.97 $84,178 - $99,503
-1,632 Reduced 2.16%
74,015 $4.18 Million
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $191,286 - $211,394
3,391 Added 4.69%
75,647 $4.49 Million
Q1 2024

Apr 10, 2024

BUY
$46.44 - $57.96 $228,020 - $284,583
4,910 Added 7.29%
72,256 $4.19 Million
Q4 2023

Jan 09, 2024

SELL
$38.67 - $50.51 $160,712 - $209,919
-4,156 Reduced 5.81%
67,346 $3.31 Million
Q3 2023

Oct 10, 2023

BUY
$40.43 - $47.13 $269,587 - $314,262
6,668 Added 10.28%
71,502 $2.92 Million
Q2 2023

Jul 19, 2023

BUY
$36.72 - $42.68 $1.47 Million - $1.71 Million
40,120 Added 162.34%
64,834 $2.77 Million
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $397,443 - $532,045
10,970 Added 79.82%
24,714 $923,000
Q4 2022

Jan 25, 2023

BUY
$40.23 - $47.95 $552,921 - $659,024
13,744 New
13,744 $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 $245B
  • 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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