A detailed history of Westover Capital Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 9,047 shares of WFC stock, worth $647,674. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,047
Previous 9,047 -0.0%
Holding current value
$647,674
Previous $537,000 5.03%
% of portfolio
0.1%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$46.44 - $57.96 $182,555 - $227,840
3,931 Added 76.84%
9,047 $524,000
Q4 2023

Feb 06, 2024

BUY
$38.67 - $50.51 $2,668 - $3,485
69 Added 1.37%
5,116 $251,000
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $204,050 - $237,865
5,047 New
5,047 $206,000
Q1 2022

May 13, 2022

SELL
$45.81 - $59.06 $217,460 - $280,357
-4,747 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $215,086 - $246,844
4,747 New
4,747 $228,000
Q3 2017

Nov 14, 2017

SELL
$49.58 - $55.15 $555,444 - $617,845
-11,203 Closed
0 $0
Q2 2017

Aug 15, 2017

BUY
N/A
11,203
11,203 $621,000

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
Track This Portfolio

Track Westover Capital Advisors, LLC Portfolio

Follow Westover Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westover Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westover Capital Advisors, LLC with notifications on news.