A detailed history of Strategic Planning Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Strategic Planning Group, LLC holds 61,991 shares of WFC stock, worth $5.17 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
61,991
Previous 25,017 147.8%
Holding current value
$5.17 Million
Previous $2 Billion 159.24%
% of portfolio
0.7%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$77.05 - $85.16 $2.85 Million - $3.15 Million
36,974 Added 147.8%
61,991 $5.2 Billion
Q2 2025

Jul 14, 2025

BUY
$60.98 - $80.12 $1.34 Million - $1.76 Million
21,981 Added 724.01%
25,017 $2 Billion
Q1 2025

Apr 10, 2025

BUY
$66.78 - $81.42 $9,683 - $11,805
145 Added 5.02%
3,036 $218 Million
Q4 2024

Jan 23, 2025

BUY
$54.98 - $77.35 $158,947 - $223,618
2,891 New
2,891 $203 Million
Q1 2024

Apr 12, 2024

BUY
$46.44 - $57.96 $115,217 - $143,798
2,481 Added 9.71%
28,025 $1.62 Billion
Q4 2023

Apr 11, 2024

BUY
$38.67 - $50.51 $987,786 - $1.29 Million
25,544 New
25,544 $1.26 Billion

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 $317B
  • 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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