A detailed history of Walter & Keenan Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 25,958 shares of WFC stock, worth $1.85 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
25,958
Previous 25,923 0.14%
Holding current value
$1.85 Million
Previous $1.54 Million 4.81%
% of portfolio
0.45%
Previous 0.49%

Shares

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

Oct 25, 2024

BUY
$51.58 - $60.97 $1,805 - $2,133
35 Added 0.14%
25,958 $1.47 Million
Q2 2024

Jul 15, 2024

SELL
$56.41 - $62.34 $39,487 - $43,638
-700 Reduced 2.63%
25,923 $1.54 Million
Q1 2024

Apr 30, 2024

SELL
$46.44 - $57.96 $102,168 - $127,512
-2,200 Reduced 7.63%
26,623 $1.54 Million
Q4 2023

Jan 25, 2024

SELL
$38.67 - $50.51 $114,231 - $149,206
-2,954 Reduced 9.3%
28,823 $1.42 Million
Q3 2023

Oct 20, 2023

SELL
$40.43 - $47.13 $346,040 - $403,385
-8,559 Reduced 21.22%
31,777 $1.3 Million
Q2 2023

Jul 28, 2023

SELL
$36.72 - $42.68 $477,543 - $555,053
-13,005 Reduced 24.38%
40,336 $1.72 Million
Q1 2023

Apr 26, 2023

SELL
$36.23 - $48.5 $27,752 - $37,151
-766 Reduced 1.42%
53,341 $1.99 Million
Q3 2022

Oct 21, 2022

BUY
$1.55 - $45.53 $5,682 - $166,912
3,666 Added 7.27%
54,107 $2.18 Million
Q2 2022

Jul 20, 2022

SELL
$37.43 - $49.33 $150,281 - $198,059
-4,015 Reduced 7.37%
50,441 $1.98 Million
Q4 2021

Jan 24, 2022

SELL
$45.31 - $52.0 $212,866 - $244,296
-4,698 Reduced 7.94%
54,456 $2.61 Million
Q3 2021

Oct 18, 2021

SELL
$42.32 - $51.15 $32,628 - $39,436
-771 Reduced 1.29%
59,154 $2.75 Million
Q2 2021

Jul 13, 2021

SELL
$39.48 - $47.9 $176,594 - $214,256
-4,473 Reduced 6.95%
59,925 $2.71 Million
Q1 2021

Apr 30, 2021

SELL
$29.7 - $40.81 $73,240 - $100,637
-2,466 Reduced 3.69%
64,398 $2.52 Million
Q4 2020

Jan 28, 2021

SELL
$21.14 - $30.35 $45,028 - $64,645
-2,130 Reduced 3.09%
66,864 $2.02 Million
Q3 2020

Oct 27, 2020

SELL
$22.83 - $26.35 $173,439 - $200,180
-7,597 Reduced 9.92%
68,994 $1.62 Million
Q2 2020

Jul 16, 2020

BUY
$22.53 - $33.32 $1.44 Million - $2.13 Million
64,074 Added 511.9%
76,591 $1.96 Million
Q1 2020

Apr 14, 2020

SELL
$25.25 - $53.75 $1.12 Million - $2.39 Million
-44,489 Reduced 78.04%
12,517 $333,000
Q4 2019

Jan 29, 2020

BUY
$47.82 - $54.46 $95,687 - $108,974
2,001 Added 3.64%
57,006 $3.07 Million
Q3 2019

Oct 28, 2019

BUY
$43.38 - $50.71 $261,451 - $305,629
6,027 Added 12.31%
55,005 $2.77 Million
Q2 2019

Aug 01, 2019

SELL
$44.37 - $49.17 $162,482 - $180,060
-3,662 Reduced 6.96%
48,978 $2.32 Million
Q1 2019

May 08, 2019

SELL
$46.57 - $51.73 $35,486 - $39,418
-762 Reduced 1.43%
52,640 $2.54 Million
Q4 2018

Feb 01, 2019

SELL
$43.6 - $54.46 $83,014 - $103,691
-1,904 Reduced 3.44%
53,402 $2.46 Million
Q2 2018

Aug 09, 2018

BUY
$50.39 - $56.18 $2,519 - $2,809
50 Added 0.09%
55,306 $3.07 Million
Q1 2018

May 04, 2018

BUY
$50.98 - $65.93 $237,057 - $306,574
4,650 Added 9.19%
55,256 $2.9 Million
Q4 2017

Jan 23, 2018

BUY
$53.19 - $61.61 $224,834 - $260,425
4,227 Added 9.11%
50,606 $3.07 Million
Q3 2017

Nov 08, 2017

BUY
$49.58 - $55.15 $2.3 Million - $2.56 Million
46,379
46,379 $2.56 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 $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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