A detailed history of Simplicity Wealth,Llc transactions in Wells Fargo & Company stock. As of the latest transaction made, Simplicity Wealth,Llc holds 40,247 shares of WFC stock, worth $2.89 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
40,247
Previous 94,143 57.25%
Holding current value
$2.89 Million
Previous $5.59 Million 59.36%
% of portfolio
0.22%
Previous 0.13%

Shares

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

Oct 09, 2024

SELL
$51.58 - $60.97 $2.78 Million - $3.29 Million
-53,896 Reduced 57.25%
40,247 $2.27 Million
Q2 2024

Jul 10, 2024

BUY
$56.41 - $62.34 $608,833 - $672,835
10,793 Added 12.95%
94,143 $5.59 Million
Q1 2024

Apr 24, 2024

BUY
$46.44 - $57.96 $3.4 Million - $4.24 Million
73,181 Added 719.65%
83,350 $4.83 Million
Q4 2023

Jan 29, 2024

BUY
$38.67 - $50.51 $112,761 - $147,287
2,916 Added 40.2%
10,169 $500,000
Q3 2023

Oct 19, 2023

BUY
$40.43 - $47.13 $2,466 - $2,874
61 Added 0.85%
7,253 $296,000
Q2 2023

Jul 26, 2023

BUY
$36.72 - $42.68 $264,090 - $306,954
7,192 New
7,192 $306,000

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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