A detailed history of Oxford Financial Group LTD transactions in Wells Fargo & Company stock. As of the latest transaction made, Oxford Financial Group LTD holds 6,788 shares of WFC stock, worth $524,848. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,788
Previous 7,010 3.17%
Holding current value
$524,848
Previous $416,000 7.93%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$51.58 - $60.97 $11,450 - $13,535
-222 Reduced 3.17%
6,788 $383,000
Q2 2024

Aug 13, 2024

BUY
$56.41 - $62.34 $106,896 - $118,134
1,895 Added 37.05%
7,010 $416,000
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $16,439 - $20,517
354 Added 7.44%
5,115 $296,000
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $82,715 - $108,040
-2,139 Reduced 31.0%
4,761 $234,000
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $284,465 - $331,606
-7,036 Reduced 50.49%
6,900 $281,000
Q2 2023

Aug 10, 2023

BUY
$36.72 - $42.68 $102,118 - $118,693
2,781 Added 24.93%
13,936 $594,000
Q1 2023

May 12, 2023

SELL
$36.23 - $48.5 $21,701 - $29,051
-599 Reduced 5.1%
11,155 $416,000
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $80,138 - $95,516
1,992 Added 20.41%
11,754 $485,000
Q3 2022

Nov 02, 2022

SELL
$1.55 - $45.53 $1,407 - $41,341
-908 Reduced 8.51%
9,762 $393,000
Q2 2022

Aug 11, 2022

SELL
$37.43 - $49.33 $3,743 - $4,933
-100 Reduced 0.93%
10,670 $418,000
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $549 - $708
12 Added 0.11%
10,770 $522,000
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $1,767 - $2,028
39 Added 0.36%
10,758 $516,000
Q3 2021

Nov 12, 2021

BUY
$42.32 - $51.15 $1,565 - $1,892
37 Added 0.35%
10,719 $497,000
Q2 2021

Aug 03, 2021

BUY
$39.48 - $47.9 $434 - $526
11 Added 0.1%
10,682 $484,000
Q1 2021

May 10, 2021

BUY
$29.7 - $40.81 $207 - $285
7 Added 0.07%
10,671 $417,000
Q4 2020

Feb 10, 2021

BUY
$21.14 - $30.35 $5,961 - $8,558
282 Added 2.72%
10,664 $322,000
Q3 2020

Nov 12, 2020

SELL
$22.83 - $26.35 $29,793 - $34,386
-1,305 Reduced 11.17%
10,382 $244,000
Q2 2020

Aug 05, 2020

SELL
$22.53 - $33.32 $44,001 - $65,073
-1,953 Reduced 14.32%
11,687 $299,000
Q1 2020

May 12, 2020

BUY
$25.25 - $53.75 $344,410 - $733,150
13,640 New
13,640 $391,000

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 $293B
  • 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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