A detailed history of Heritage Investment Group, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 6,205 shares of WFC stock, worth $444,215. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,205
Previous 6,205 -0.0%
Holding current value
$444,215
Previous $368,000 4.89%
% of portfolio
0.07%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$46.44 - $57.96 $17,136 - $21,387
-369 Reduced 5.61%
6,205 $359,000
Q4 2023

Feb 01, 2024

SELL
$38.67 - $50.51 $9,706 - $12,678
-251 Reduced 3.68%
6,574 $323,000
Q3 2023

Nov 03, 2023

BUY
$40.43 - $47.13 $19,931 - $23,235
493 Added 7.79%
6,825 $278,000
Q2 2023

Jul 17, 2023

SELL
$36.72 - $42.68 $13,549 - $15,748
-369 Reduced 5.51%
6,332 $270,000
Q1 2023

May 02, 2023

BUY
$36.23 - $48.5 $13,368 - $17,896
369 Added 5.83%
6,701 $250,000
Q4 2022

Feb 06, 2023

SELL
$40.23 - $47.95 $14,844 - $17,693
-369 Reduced 5.51%
6,332 $261,000
Q3 2022

Nov 07, 2022

BUY
$1.55 - $45.53 $571 - $16,800
369 Added 5.83%
6,701 $270,000
Q4 2021

Feb 09, 2022

BUY
$45.31 - $52.0 $286,902 - $329,264
6,332 New
6,332 $304,000

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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