A detailed history of West Financial Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, West Financial Advisors, LLC holds 2,892 shares of WFC stock, worth $207,038. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,892
Previous 3,242 10.8%
Holding current value
$207,038
Previous $192,000 15.1%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 08, 2024

SELL
$51.58 - $60.97 $18,053 - $21,339
-350 Reduced 10.8%
2,892 $163,000
Q2 2024

Jul 15, 2024

SELL
$56.41 - $62.34 $44,958 - $49,684
-797 Reduced 19.73%
3,242 $192,000
Q1 2024

Apr 11, 2024

BUY
$46.44 - $57.96 $95,619 - $119,339
2,059 Added 103.99%
4,039 $234,000
Q4 2023

Jan 11, 2024

BUY
$38.67 - $50.51 $30,936 - $40,408
800 Added 67.8%
1,980 $97,000
Q2 2023

Jul 07, 2023

BUY
$36.72 - $42.68 $36,022 - $41,869
981 Added 492.96%
1,180 $50,000
Q1 2023

Apr 18, 2023

BUY
$36.23 - $48.5 $7,209 - $9,651
199 New
199 $7,000

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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