A detailed history of Transform Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Transform Wealth, LLC holds 228,595 shares of WFC stock, worth $15 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
228,595
Previous 105,269 117.15%
Holding current value
$15 Million
Previous $6.25 Million 106.46%
% of portfolio
0.88%
Previous 0.48%

Shares

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

Oct 15, 2024

BUY
$51.58 - $60.97 $6.36 Million - $7.52 Million
123,326 Added 117.15%
228,595 $12.9 Million
Q2 2024

Jul 15, 2024

BUY
$56.41 - $62.34 $5.58 Million - $6.17 Million
98,907 Added 1554.65%
105,269 $6.25 Million
Q1 2024

Apr 15, 2024

BUY
$46.44 - $57.96 $88,328 - $110,239
1,902 Added 42.65%
6,362 $368,000
Q4 2023

Jan 18, 2024

BUY
$38.67 - $50.51 $172,468 - $225,274
4,460 New
4,460 $219,000
Q2 2023

Jul 13, 2023

SELL
$36.72 - $42.68 $74,688 - $86,811
-2,034 Reduced 23.34%
6,680 $285,000
Q1 2023

Apr 14, 2023

BUY
$36.23 - $48.5 $315,708 - $422,629
8,714 New
8,714 $325,000
Q2 2020

Jul 22, 2020

SELL
$22.53 - $33.32 $319,565 - $472,610
-14,184 Closed
0 $0
Q1 2020

Apr 30, 2020

BUY
$25.25 - $53.75 $53,151 - $113,143
2,105 Added 17.43%
14,184 $407,000
Q4 2019

Jan 24, 2020

BUY
$47.82 - $54.46 $108,742 - $123,842
2,274 Added 23.19%
12,079 $650,000
Q3 2019

Oct 24, 2019

SELL
$43.38 - $50.71 $280,711 - $328,144
-6,471 Reduced 39.76%
9,805 $495,000
Q2 2019

Jul 30, 2019

BUY
$44.37 - $49.17 $722,166 - $800,290
16,276 New
16,276 $770,000
Q4 2018

Jan 30, 2019

SELL
$43.6 - $54.46 $497,650 - $621,606
-11,414 Closed
0 $0
Q2 2018

Aug 03, 2018

SELL
$50.39 - $56.18 $881,875 - $983,206
-17,501 Reduced 60.53%
11,414 $633,000
Q1 2018

May 03, 2018

BUY
$50.98 - $65.93 $19,831 - $25,646
389 Added 1.36%
28,915 $1.52 Million
Q4 2017

Feb 08, 2018

BUY
$53.19 - $61.61 $43,934 - $50,889
826 Added 2.98%
28,526 $1.73 Million
Q3 2017

Oct 19, 2017

BUY
$49.58 - $55.15 $1.37 Million - $1.53 Million
27,700
27,700 $1.53 Million

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 $248B
  • 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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