A detailed history of Sugarloaf Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,150 shares of WFC stock, worth $154,284. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,150 -0.0%
Holding current value
$154,284
Previous $127,000 4.72%
% of portfolio
0.02%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$56.41 - $62.34 $169 - $187
3 Added 0.14%
2,150 $127,000
Q1 2024

Apr 23, 2024

SELL
$46.44 - $57.96 $4,597 - $5,738
-99 Reduced 4.41%
2,147 $124,000
Q4 2023

Jan 10, 2024

BUY
$38.67 - $50.51 $3,905 - $5,101
101 Added 4.71%
2,246 $110,000
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $40 - $47
1 Added 0.05%
2,145 $87,000
Q2 2023

Jul 13, 2023

BUY
$36.72 - $42.68 $73 - $85
2 Added 0.09%
2,144 $91,000
Q1 2023

Apr 26, 2023

SELL
$36.23 - $48.5 $10,724 - $14,356
-296 Reduced 12.14%
2,142 $80,000
Q4 2022

Feb 03, 2023

SELL
$40.23 - $47.95 $32,706 - $38,983
-813 Reduced 25.01%
2,438 $100,000
Q3 2022

Oct 11, 2022

BUY
$1.55 - $45.53 $486 - $14,296
314 Added 10.69%
3,251 $131,000
Q2 2022

Jul 12, 2022

BUY
$37.43 - $49.33 $37 - $49
1 Added 0.03%
2,937 $115,000
Q4 2021

Jan 20, 2022

SELL
$45.31 - $52.0 $13,728 - $15,756
-303 Reduced 9.35%
2,936 $141,000
Q3 2021

Oct 20, 2021

SELL
$42.32 - $51.15 $38,172 - $46,137
-902 Reduced 21.78%
3,239 $150,000
Q2 2021

Jul 20, 2021

BUY
$39.48 - $47.9 $2,921 - $3,544
74 Added 1.82%
4,141 $188,000
Q1 2021

Apr 19, 2021

SELL
$29.7 - $40.81 $16,067 - $22,078
-541 Reduced 11.74%
4,067 $159,000
Q4 2020

Feb 03, 2021

SELL
$21.14 - $30.35 $1,902 - $2,731
-90 Reduced 1.92%
4,608 $139,000
Q3 2020

Nov 03, 2020

SELL
$22.83 - $26.35 $913 - $1,054
-40 Reduced 0.84%
4,698 $110,000
Q2 2020

Jul 21, 2020

BUY
$22.53 - $33.32 $42,987 - $63,574
1,908 Added 67.42%
4,738 $121,000
Q1 2020

Apr 15, 2020

SELL
$25.25 - $53.75 $934 - $1,988
-37 Reduced 1.29%
2,830 $81,000
Q4 2019

Jan 29, 2020

BUY
$47.82 - $54.46 $137,099 - $156,136
2,867 New
2,867 $159,000

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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