A detailed history of Heron Financial Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Heron Financial Group, LLC holds 4,774 shares of WFC stock, worth $342,582. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,774
Holding current value
$342,582
% of portfolio
0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$36.72 - $42.68 $175,301 - $203,754
4,774 New
4,774 $203,000
Q2 2022

Jul 29, 2022

SELL
$37.43 - $49.33 $74,410 - $98,068
-1,988 Reduced 21.47%
7,270 $285,000
Q1 2022

May 12, 2022

BUY
$45.81 - $59.06 $458 - $590
10 Added 0.11%
9,258 $449,000
Q4 2021

Feb 04, 2022

SELL
$45.31 - $52.0 $906 - $1,040
-20 Reduced 0.22%
9,248 $514,000
Q3 2021

Nov 04, 2021

BUY
$42.32 - $51.15 $9,310 - $11,253
220 Added 2.43%
9,268 $430,000
Q1 2021

Apr 14, 2021

SELL
$29.7 - $40.81 $6,979 - $9,590
-235 Reduced 2.53%
9,048 $359,000
Q4 2020

Feb 16, 2021

BUY
$21.14 - $30.35 $196,242 - $281,739
9,283 New
9,283 $310,000
Q2 2020

Jul 20, 2020

SELL
$22.53 - $33.32 $188,621 - $278,955
-8,372 Closed
0 $0
Q1 2020

Apr 23, 2020

SELL
$25.25 - $53.75 $3,913 - $8,331
-155 Reduced 1.82%
8,372 $253,000
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $407,761 - $464,380
8,527 New
8,527 $409,000

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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