A detailed history of Encompass Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 4,069 shares of WFC stock, worth $291,299. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,069
Previous 4,060 0.22%
Holding current value
$291,299
Previous $241,000 4.98%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 05, 2024

BUY
$51.58 - $60.97 $464 - $548
9 Added 0.22%
4,069 $229,000
Q2 2024

Aug 08, 2024

BUY
$56.41 - $62.34 $394 - $436
7 Added 0.17%
4,060 $241,000
Q1 2024

May 10, 2024

SELL
$46.44 - $57.96 $42,910 - $53,555
-924 Reduced 18.57%
4,053 $234,000
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $192,460 - $251,388
4,977 New
4,977 $244,000
Q2 2023

Aug 09, 2023

BUY
$36.72 - $42.68 $182,021 - $211,564
4,957 New
4,957 $211,000
Q4 2022

Feb 01, 2023

BUY
$40.23 - $47.95 $321 - $383
8 Added 0.14%
5,915 $244,000
Q3 2022

Oct 28, 2022

BUY
$1.55 - $45.53 $9,155 - $268,945
5,907 New
5,907 $238,000
Q1 2021

May 25, 2021

SELL
$29.7 - $40.81 $31,185 - $42,850
-1,050 Closed
0 $0
Q4 2020

Mar 09, 2021

BUY
$21.14 - $30.35 $22,197 - $31,867
1,050 New
1,050 $32,000

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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