A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 21,505 shares of WFC stock, worth $1.54 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,505
Previous 19,530 10.11%
Holding current value
$1.54 Million
Previous $1.16 Million 4.75%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 31, 2024

BUY
$51.58 - $60.97 $101,870 - $120,415
1,975 Added 10.11%
21,505 $1.21 Million
Q2 2024

Aug 09, 2024

BUY
$56.41 - $62.34 $539,843 - $596,593
9,570 Added 96.08%
19,530 $1.16 Million
Q1 2024

May 06, 2024

BUY
$46.44 - $57.96 $115,867 - $144,610
2,495 Added 33.42%
9,960 $577,000
Q4 2023

Feb 06, 2024

BUY
$38.67 - $50.51 $47,641 - $62,228
1,232 Added 19.77%
7,465 $367,000
Q3 2023

Nov 02, 2023

BUY
$40.43 - $47.13 $40,106 - $46,752
992 Added 18.93%
6,233 $254,000
Q2 2023

Aug 11, 2023

SELL
$36.72 - $42.68 $66,426 - $77,208
-1,809 Reduced 25.66%
5,241 $223,000
Q1 2023

May 09, 2023

BUY
$36.23 - $48.5 $61,953 - $82,935
1,710 Added 32.02%
7,050 $263,000
Q4 2022

Feb 07, 2023

SELL
$40.23 - $47.95 $127,810 - $152,337
-3,177 Reduced 37.3%
5,340 $220,000
Q3 2022

Nov 02, 2022

BUY
$1.55 - $45.53 $13,201 - $387,779
8,517 New
8,517 $343,000
Q2 2022

Aug 02, 2022

SELL
$37.43 - $49.33 $210,955 - $278,023
-5,636 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $258,185 - $332,862
5,636 New
5,636 $273,000
Q3 2021

Nov 02, 2021

SELL
$42.32 - $51.15 $283,840 - $343,063
-6,707 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$39.48 - $47.9 $264,792 - $321,265
6,707 New
6,707 $304,000
Q3 2020

Nov 12, 2020

SELL
$22.83 - $26.35 $331,605 - $382,733
-14,525 Closed
0 $0
Q2 2020

Aug 12, 2020

BUY
$22.53 - $33.32 $131,147 - $193,955
5,821 Added 66.88%
14,525 $372,000
Q1 2020

May 11, 2020

SELL
$25.25 - $53.75 $141,804 - $301,860
-5,616 Reduced 39.22%
8,704 $250,000
Q4 2019

Feb 13, 2020

BUY
$47.82 - $54.46 $376,104 - $428,327
7,865 Added 121.84%
14,320 $770,000
Q3 2019

Nov 13, 2019

BUY
$43.38 - $50.71 $51,665 - $60,395
1,191 Added 22.63%
6,455 $326,000
Q2 2019

Aug 12, 2019

BUY
$44.37 - $49.17 $13,799 - $15,291
311 Added 6.28%
5,264 $249,000
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $230,661 - $256,218
4,953 New
4,953 $239,000

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
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.