A detailed history of Klingman & Associates, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Klingman & Associates, LLC holds 10,417 shares of WFC stock, worth $868,986. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,417
Previous 3,734 178.98%
Holding current value
$868,986
Previous $299,000 191.97%
% of portfolio
0.04%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$77.05 - $85.16 $514,925 - $569,124
6,683 Added 178.98%
10,417 $873,000
Q2 2025

Jul 30, 2025

BUY
$60.98 - $80.12 $227,699 - $299,168
3,734 New
3,734 $299,000
Q1 2018

Apr 25, 2018

SELL
$50.98 - $65.93 $463,459 - $599,369
-9,091 Closed
0 $0
Q4 2017

Feb 02, 2018

BUY
$53.19 - $61.61 $483,550 - $560,096
9,091
9,091 $552,000

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 $317B
  • 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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