A detailed history of Kiley Juergens Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 14,023 shares of WFC stock, worth $997,175. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,023
Previous 13,906 0.84%
Holding current value
$997,175
Previous $825,000 4.12%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Oct 15, 2024

BUY
$51.58 - $60.97 $6,034 - $7,133
117 Added 0.84%
14,023 $791,000
Q2 2024

Jul 23, 2024

SELL
$56.41 - $62.34 $9,251 - $10,223
-164 Reduced 1.17%
13,906 $825,000
Q1 2024

Apr 18, 2024

BUY
$46.44 - $57.96 $15,789 - $19,706
340 Added 2.48%
14,070 $815,000
Q4 2023

Jan 30, 2024

SELL
$38.67 - $50.51 $22,621 - $29,548
-585 Reduced 4.09%
13,730 $675,000
Q3 2023

Oct 17, 2023

BUY
$40.43 - $47.13 $578,755 - $674,665
14,315 New
14,315 $584,000
Q3 2020

Oct 23, 2020

SELL
$22.83 - $26.35 $313,204 - $361,495
-13,719 Closed
0 $0
Q2 2020

Jul 14, 2020

SELL
$22.53 - $33.32 $5,272 - $7,796
-234 Reduced 1.68%
13,719 $351,000
Q1 2020

Apr 17, 2020

BUY
$25.25 - $53.75 $6,363 - $13,545
252 Added 1.84%
13,953 $400,000
Q4 2019

Jan 21, 2020

BUY
$47.82 - $54.46 $95,640 - $108,920
2,000 Added 17.09%
13,701 $737,000
Q3 2019

Oct 15, 2019

BUY
$43.38 - $50.71 $24,249 - $28,346
559 Added 5.02%
11,701 $590,000
Q2 2019

Jul 11, 2019

SELL
$44.37 - $49.17 $10,959 - $12,144
-247 Reduced 2.17%
11,142 $527,000
Q1 2019

Apr 12, 2019

BUY
$46.57 - $51.73 $6,845 - $7,604
147 Added 1.31%
11,389 $550,000
Q4 2018

Jan 15, 2019

BUY
$43.6 - $54.46 $12,862 - $16,065
295 Added 2.69%
11,242 $518,000
Q3 2018

Oct 10, 2018

BUY
$52.56 - $59.19 $291,234 - $327,971
5,541 Added 102.5%
10,947 $575,000
Q2 2018

Jul 23, 2018

BUY
$50.39 - $56.18 $50 - $56
1 Added 0.02%
5,406 $299,000
Q1 2018

Apr 23, 2018

BUY
$50.98 - $65.93 $1,478 - $1,911
29 Added 0.54%
5,405 $283,000
Q4 2017

Feb 12, 2018

BUY
$53.19 - $61.61 $285,949 - $331,215
5,376
5,376 $326,000

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 $270B
  • 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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