A detailed history of Mbl Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Mbl Wealth, LLC holds 4,836 shares of WFC stock, worth $313,953. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,836
Previous 4,724 2.37%
Holding current value
$313,953
Previous $273,000 5.13%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $6,317 - $6,982
112 Added 2.37%
4,836 $287,000
Q1 2024

Apr 22, 2024

BUY
$46.44 - $57.96 $11,331 - $14,142
244 Added 5.45%
4,724 $273,000
Q4 2023

Jan 18, 2024

BUY
$38.67 - $50.51 $173,241 - $226,284
4,480 New
4,480 $220,000
Q2 2023

Jul 17, 2023

BUY
$36.72 - $42.68 $195,350 - $227,057
5,320 New
5,320 $227,000
Q2 2022

Jan 12, 2023

SELL
$37.43 - $49.33 $291,392 - $384,034
-7,785 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$45.81 - $59.06 $356,630 - $459,782
7,785 New
7,785 $377,000

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 $246B
  • 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
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.