A detailed history of Ridgecrest Wealth Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 15,043 shares of WFC stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
15,043
Previous 15,018 0.17%
Holding current value
$1.07 Million
Previous $891,000 4.71%
% of portfolio
0.45%
Previous 0.54%

Shares

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

Nov 04, 2024

BUY
$51.58 - $60.97 $1,289 - $1,524
25 Added 0.17%
15,043 $849,000
Q2 2024

Aug 05, 2024

BUY
$56.41 - $62.34 $2,820 - $3,117
50 Added 0.33%
15,018 $891,000
Q4 2023

Jan 09, 2024

SELL
$38.67 - $50.51 $14,423 - $18,840
-373 Reduced 2.43%
14,968 $736,000
Q3 2023

Oct 25, 2023

BUY
$40.43 - $47.13 $1,617 - $1,885
40 Added 0.26%
15,341 $626,000
Q2 2023

Jul 31, 2023

BUY
$36.72 - $42.68 $217,382 - $252,665
5,920 Added 63.11%
15,301 $653,000
Q3 2021

Nov 03, 2021

BUY
$42.32 - $51.15 $3,343 - $4,040
79 Added 0.85%
9,381 $435,000
Q2 2021

Jul 21, 2021

BUY
$39.48 - $47.9 $367,242 - $445,565
9,302 New
9,302 $421,000

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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