A detailed history of One Ascent Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 8,462 shares of WFC stock, worth $605,794. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,462
Holding current value
$605,794
% of portfolio
0.18%

Shares

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

Nov 07, 2024

BUY
$51.58 - $60.97 $436,469 - $515,928
8,462 New
8,462 $478,000
Q1 2024

Apr 16, 2024

SELL
$46.44 - $57.96 $15,696 - $19,590
-338 Reduced 3.36%
9,725 $564,000
Q4 2023

Jan 11, 2024

BUY
$38.67 - $50.51 $53,325 - $69,653
1,379 Added 15.88%
10,063 $495,000
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $351,094 - $409,276
8,684 New
8,684 $355,000
Q3 2022

Nov 02, 2022

BUY
$1.55 - $45.53 $131 - $3,870
85 Added 1.67%
5,186 $209,000
Q2 2022

Aug 08, 2022

SELL
$37.43 - $49.33 $355,809 - $468,930
-9,506 Reduced 65.08%
5,101 $200,000
Q1 2022

May 12, 2022

BUY
$45.81 - $59.06 $669,146 - $862,689
14,607 New
14,607 $708,000

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 $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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