A detailed history of Safeguard Investment Advisory Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 5,702 shares of WFC stock, worth $408,206. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,702
Previous 4,105 38.9%
Holding current value
$408,206
Previous $243,000 32.1%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 14, 2024

BUY
$51.58 - $60.97 $82,373 - $97,369
1,597 Added 38.9%
5,702 $321,000
Q2 2024

Aug 09, 2024

BUY
$56.41 - $62.34 $231,563 - $255,905
4,105 New
4,105 $243,000
Q1 2021

May 10, 2021

SELL
$29.7 - $40.81 $34,214 - $47,013
-1,152 Closed
0 $0
Q4 2020

Feb 18, 2021

BUY
$21.14 - $30.35 $24,353 - $34,963
1,152 New
1,152 $34,000

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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