A detailed history of Finer Wealth Management, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 3,551 shares of WFC stock, worth $230,530. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,551
Previous 3,581 0.84%
Holding current value
$230,530
Previous $207,000 1.45%
% of portfolio
0.14%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $1,692 - $1,870
-30 Reduced 0.84%
3,551 $210,000
Q1 2024

Apr 26, 2024

SELL
$46.44 - $57.96 $47,786 - $59,640
-1,029 Reduced 22.32%
3,581 $207,000
Q4 2023

Feb 13, 2024

SELL
$38.67 - $50.51 $47,680 - $62,278
-1,233 Reduced 21.1%
4,610 $226,000
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $14,271 - $16,636
353 Added 6.43%
5,843 $238,000
Q2 2023

Aug 14, 2023

SELL
$36.72 - $42.68 $1,468 - $1,707
-40 Reduced 0.72%
5,490 $234,000
Q1 2023

May 09, 2023

BUY
$36.23 - $48.5 $200,351 - $268,205
5,530 New
5,530 $206,000

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 $246B
  • 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 Finer Wealth Management, Inc. Portfolio

Follow Finer Wealth Management, Inc. 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 Finer Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finer Wealth Management, Inc. with notifications on news.