A detailed history of Kozak & Associates, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Kozak & Associates, Inc. holds 221 shares of WFC stock, worth $15,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares
221
Previous 220 0.45%
Holding current value
$15,715
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$51.58 - $60.97 $51 - $60
1 Added 0.45%
221 $12,000
Q2 2024

Jul 05, 2024

BUY
$56.41 - $62.34 $56 - $62
1 Added 0.46%
220 $13,000
Q1 2024

May 17, 2024

BUY
$46.44 - $57.96 $92 - $115
2 Added 0.92%
219 $12,000
Q4 2023

Jan 17, 2024

BUY
$38.67 - $50.51 $38 - $50
1 Added 0.46%
217 $10,000
Q3 2023

Oct 17, 2023

BUY
$40.43 - $47.13 $80 - $94
2 Added 0.93%
216 $8,000
Q2 2023

Jul 05, 2023

BUY
$36.72 - $42.68 $73 - $85
2 Added 0.94%
214 $9,000
Q1 2023

Apr 03, 2023

SELL
$36.23 - $48.5 $326 - $436
-9 Reduced 4.07%
212 $7,000
Q3 2022

Oct 12, 2022

BUY
$1.55 - $45.53 $3 - $91
2 Added 0.91%
221 $9,000
Q2 2022

Oct 12, 2022

BUY
$37.43 - $49.33 $1,908 - $2,515
51 Added 30.36%
219 $9,000
Q4 2021

Mar 11, 2022

SELL
$45.31 - $52.0 $9,016 - $10,348
-199 Reduced 54.22%
168 $8,000
Q3 2021

Nov 16, 2021

BUY
$42.32 - $51.15 $15,531 - $18,772
367 New
367 $19,000

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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