A detailed history of Dynasty Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 31,347 shares of WFC stock, worth $2.61 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,347
Previous 21,908 43.08%
Holding current value
$2.61 Million
Previous $1.76 Billion 49.69%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 29, 2025

BUY
$77.05 - $85.16 $727,274 - $803,825
9,439 Added 43.08%
31,347 $2.63 Billion
Q2 2025

Aug 05, 2025

SELL
$60.98 - $80.12 $182,025 - $239,158
-2,985 Reduced 11.99%
21,908 $1.76 Billion
Q1 2025

May 02, 2025

BUY
$66.78 - $81.42 $13,823 - $16,853
207 Added 0.84%
24,893 $1.79 Billion
Q4 2024

Feb 05, 2025

SELL
$54.98 - $77.35 $122,715 - $172,645
-2,232 Reduced 8.29%
24,686 $1.73 Billion
Q3 2024

Nov 12, 2024

SELL
$51.58 - $60.97 $219,885 - $259,915
-4,263 Reduced 13.67%
26,918 $1.52 Billion
Q2 2024

Aug 12, 2024

BUY
$56.41 - $62.34 $105,204 - $116,264
1,865 Added 6.36%
31,181 $1.85 Billion
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $1.36 Million - $1.7 Million
29,316 New
29,316 $1.7 Billion

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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