A detailed history of Jacobsen Capital Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Jacobsen Capital Management holds 5,272 shares of WFC stock, worth $377,422. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,272
Previous 5,310 0.72%
Holding current value
$377,422
Previous $315,000 5.71%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 25, 2024

SELL
$51.58 - $60.97 $1,960 - $2,316
-38 Reduced 0.72%
5,272 $297,000
Q2 2024

Jul 23, 2024

BUY
$56.41 - $62.34 $21,943 - $24,250
389 Added 7.9%
5,310 $315,000
Q1 2024

Apr 25, 2024

BUY
$46.44 - $57.96 $1,718 - $2,144
37 Added 0.76%
4,921 $285,000
Q4 2023

Jan 24, 2024

BUY
$38.67 - $50.51 $188,864 - $246,690
4,884 New
4,884 $240,000
Q2 2020

Aug 07, 2020

SELL
$22.53 - $33.32 $315,217 - $466,180
-13,991 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$47.82 - $54.46 $1,243 - $1,415
26 Added 0.19%
13,991 $752,000
Q3 2019

Oct 21, 2019

BUY
$43.38 - $50.71 $130 - $152
3 Added 0.02%
13,965 $704,000
Q2 2019

Aug 02, 2019

BUY
$44.37 - $49.17 $619,493 - $686,511
13,962 New
13,962 $660,000

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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