A detailed history of Mosaic Family Wealth Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,277 shares of WFC stock, worth $377,780. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,277
Previous 5,395 2.19%
Holding current value
$377,780
Previous $320 Million 6.96%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
$51.58 - $60.97 $6,086 - $7,194
-118 Reduced 2.19%
5,277 $298 Million
Q2 2024

Aug 06, 2024

BUY
$56.41 - $62.34 $4,399 - $4,862
78 Added 1.47%
5,395 $320 Million
Q1 2024

Jun 13, 2024

SELL
$46.44 - $57.96 $557 - $695
-12 Reduced 0.23%
5,317 $308 Million
Q4 2023

Jan 29, 2024

BUY
$38.67 - $50.51 $618 - $808
16 Added 0.3%
5,329 $262 Million
Q3 2023

Nov 01, 2023

BUY
$40.43 - $47.13 $202 - $235
5 Added 0.09%
5,313 $217 Million
Q2 2023

Aug 08, 2023

SELL
$36.72 - $42.68 $15,863 - $18,437
-432 Reduced 7.53%
5,308 $227 Million
Q1 2023

Apr 10, 2023

BUY
$36.23 - $48.5 $108 - $145
3 Added 0.05%
5,740 $215 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $230,799 - $275,089
5,737 New
5,737 $237 Million

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 $272B
  • 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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