A detailed history of Whipplewood Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 200 shares of WFC stock, worth $16,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 798 74.94%
Holding current value
$16,684
Previous $63.9 Million 73.78%
% of portfolio
0.01%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$77.05 - $85.16 $46,075 - $50,925
-598 Reduced 74.94%
200 $16.8 Million
Q2 2025

Jul 31, 2025

SELL
$60.98 - $80.12 $4,329 - $5,688
-71 Reduced 8.17%
798 $63.9 Million
Q1 2025

Apr 09, 2025

BUY
$66.78 - $81.42 $4,340 - $5,292
65 Added 8.08%
869 $58.6 Million
Q4 2024

Feb 04, 2025

BUY
$54.98 - $77.35 $44,203 - $62,189
804 New
804 $56.5 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 $317B
  • 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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