A detailed history of Valtinson Bruner Financial Planning LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 18,539 shares of WFC stock, worth $1.32 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
18,539
Previous 11,088 67.2%
Holding current value
$1.32 Million
Previous $658,000 58.97%
% of portfolio
0.45%
Previous 0.35%

Shares

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

Nov 05, 2024

BUY
$51.58 - $60.97 $384,322 - $454,287
7,451 Added 67.2%
18,539 $1.05 Million
Q2 2024

Aug 05, 2024

BUY
$56.41 - $62.34 $1,861 - $2,057
33 Added 0.3%
11,088 $658,000
Q1 2024

Apr 29, 2024

BUY
$46.44 - $57.96 $139 - $173
3 Added 0.03%
11,055 $640,000
Q4 2023

Feb 06, 2024

SELL
$38.67 - $50.51 $116 - $151
-3 Reduced 0.03%
11,052 $543,000
Q3 2023

Oct 24, 2023

BUY
$40.43 - $47.13 $18,355 - $21,397
454 Added 4.28%
11,055 $451,000
Q1 2023

May 05, 2023

SELL
$36.23 - $48.5 $191,837 - $256,807
-5,295 Reduced 33.31%
10,601 $396,000
Q4 2022

Jan 19, 2023

SELL
$40.23 - $47.95 $65,132 - $77,631
-1,619 Reduced 9.24%
15,896 $0
Q3 2022

Nov 09, 2022

BUY
$1.55 - $45.53 $21 - $637
14 Added 0.08%
17,515 $704,000
Q2 2022

Aug 08, 2022

BUY
$37.43 - $49.33 $411 - $542
11 Added 0.06%
17,501 $686,000
Q1 2022

Apr 15, 2022

BUY
$45.81 - $59.06 $563,646 - $726,674
12,304 Added 237.25%
17,490 $811,000
Q4 2021

Jan 18, 2022

SELL
$45.31 - $52.0 $8,608 - $9,880
-190 Reduced 3.53%
5,186 $249,000
Q3 2021

Oct 21, 2021

BUY
$42.32 - $51.15 $380 - $460
9 Added 0.17%
5,376 $270,000
Q2 2021

Jul 28, 2021

BUY
$39.48 - $47.9 $157 - $191
4 Added 0.07%
5,367 $242,000
Q1 2021

Apr 16, 2021

BUY
$29.7 - $40.81 $159,281 - $218,864
5,363 New
5,363 $227,000
Q1 2020

May 05, 2020

SELL
$25.25 - $53.75 $140,819 - $299,763
-5,577 Closed
0 $0
Q4 2019

Jan 07, 2020

SELL
$47.82 - $54.46 $18,171 - $20,694
-380 Reduced 6.38%
5,577 $296,000
Q3 2019

Oct 17, 2019

SELL
$43.38 - $50.71 $114,046 - $133,316
-2,629 Reduced 30.62%
5,957 $293,000
Q2 2019

Jul 17, 2019

SELL
$44.37 - $49.17 $6,611 - $7,326
-149 Reduced 1.71%
8,586 $406,000
Q1 2019

Apr 22, 2019

BUY
$46.57 - $51.73 $59,376 - $65,955
1,275 Added 17.09%
8,735 $422,000
Q4 2018

Jan 29, 2019

BUY
$43.6 - $54.46 $325,256 - $406,271
7,460 New
7,460 $344,000

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 $270B
  • 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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