A detailed history of Triad Investment Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Triad Investment Management holds 5,000 shares of WFC stock, worth $324,600. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$324,600
Previous $246,000 17.48%
% of portfolio
0.37%
Previous 0.34%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$38.67 - $50.51 $542,772 - $708,958
-14,036 Reduced 73.73%
5,000 $246,000
Q4 2021

Apr 27, 2022

SELL
$45.31 - $52.0 $96,872 - $111,176
-2,138 Reduced 10.1%
19,036 $913,000
Q4 2019

Jan 13, 2020

SELL
$47.82 - $54.46 $196,253 - $223,503
-4,104 Reduced 16.24%
21,174 $1.14 Million
Q3 2019

Oct 17, 2019

BUY
$43.38 - $50.71 $4,511 - $5,273
104 Added 0.41%
25,278 $1.27 Million
Q2 2019

Jul 17, 2019

SELL
$44.37 - $49.17 $4,525 - $5,015
-102 Reduced 0.4%
25,174 $1.19 Million
Q1 2019

Apr 09, 2019

BUY
$46.57 - $51.73 $4,750 - $5,276
102 Added 0.41%
25,276 $1.22 Million
Q4 2018

Feb 07, 2019

BUY
$43.6 - $54.46 $1.1 Million - $1.37 Million
25,174 New
25,174 $1.16 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 $246B
  • 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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