A detailed history of Dogwood Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 299 shares of WFC stock, worth $24,942. This represents 0.01% of its overall portfolio holdings.

Number of Shares
299
Previous 248 20.56%
Holding current value
$24,942
Previous $20.2 Million 23.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025

BUY
$77.05 - $85.16 $3,929 - $4,343
51 Added 20.56%
299 $25.1 Million
Q2 2025

Jul 18, 2025

BUY
$60.98 - $80.12 $1,036 - $1,362
17 Added 7.36%
248 $20.2 Million
Q1 2025

Apr 30, 2025

BUY
$66.78 - $81.42 $15,426 - $18,808
231 New
231 $16.6 Million
Q4 2024

Mar 04, 2025

SELL
$54.98 - $77.35 $0 - $0
0 Closed
0 $0
Q3 2024

Feb 28, 2025

BUY
$51.58 - $60.97 $0 - $0
0 New
0 $28,000
Q2 2024

Mar 04, 2025

BUY
$56.41 - $62.34 $0 - $0
0 New
0 $29,000
Q1 2024

Feb 28, 2025

SELL
$46.44 - $57.96 $46 - $57
-1 Closed
0 $26,000
Q4 2023

Feb 28, 2025

BUY
$38.67 - $50.51 $38 - $50
1 New
1 $35,000

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 $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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