A detailed history of Lake Point Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Lake Point Wealth Management holds 536 shares of WFC stock, worth $38,114. This represents 0.01% of its overall portfolio holdings.

Number of Shares
536
Previous 536 -0.0%
Holding current value
$38,114
Previous $26,000 19.23%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 04, 2021

BUY
$39.48 - $47.9 $21,161 - $25,674
536 New
536 $24,000
Q1 2020

May 18, 2020

SELL
$25.25 - $53.75 $14,544 - $30,960
-576 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$47.82 - $54.46 $11,572 - $13,179
-242 Reduced 29.58%
576 $31,000
Q1 2019

Aug 07, 2019

BUY
$46.57 - $51.73 $28,174 - $31,296
605 Added 284.04%
818 $39,000
Q4 2018

Feb 21, 2019

BUY
$43.6 - $54.46 $9,286 - $11,599
213 New
213 $10,000

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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