A detailed history of Wittenberg Investment Management, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Wittenberg Investment Management, Inc. holds 115,697 shares of WFC stock, worth $7.37 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
115,697
Previous 167,877 31.08%
Holding current value
$7.37 Million
Previous $9.73 Million 29.38%
% of portfolio
2.71%
Previous 3.9%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $2.94 Million - $3.25 Million
-52,180 Reduced 31.08%
115,697 $6.87 Million
Q1 2024

May 03, 2024

SELL
$46.44 - $57.96 $1.59 Million - $1.99 Million
-34,269 Reduced 16.95%
167,877 $9.73 Million
Q4 2023

Feb 13, 2024

SELL
$38.67 - $50.51 $1.16 Million - $1.51 Million
-29,881 Reduced 12.88%
202,146 $9.95 Million
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $511,237 - $595,958
-12,645 Reduced 5.17%
232,027 $9.48 Million
Q2 2023

Feb 09, 2024

SELL
$36.72 - $42.68 $596,296 - $693,080
-16,239 Reduced 6.22%
244,672 $10.4 Million
Q2 2023

Aug 11, 2023

SELL
$36.72 - $42.68 $596,296 - $693,080
-16,239 Reduced 6.22%
244,672 $10.4 Million
Q1 2023

Feb 09, 2024

BUY
$36.23 - $48.5 $442,368 - $592,185
12,210 Added 4.91%
260,911 $9.75 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $442,368 - $592,185
12,210 Added 4.91%
260,911 $9.75 Million
Q4 2022

Feb 09, 2024

BUY
$40.23 - $47.95 $670,795 - $799,518
16,674 Added 7.19%
248,701 $10.3 Million
Q4 2022

Feb 06, 2023

SELL
$40.23 - $47.95 $2,011 - $2,397
-50 Reduced 0.02%
248,701 $10.3 Million
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $1,356 - $39,838
875 Added 0.35%
248,751 $10 Million
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $812,231 - $1.07 Million
21,700 Added 9.59%
247,876 $9.71 Million
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $805,477 - $1.04 Million
-17,583 Reduced 7.21%
226,176 $11 Million
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $30,357 - $34,840
-670 Reduced 0.27%
243,759 $11.7 Million
Q3 2021

Nov 05, 2021

SELL
$42.32 - $51.15 $114,644 - $138,565
-2,709 Reduced 1.1%
244,429 $11.3 Million
Q2 2021

Aug 12, 2021

SELL
$39.48 - $47.9 $883,838 - $1.07 Million
-22,387 Reduced 8.31%
247,138 $11.2 Million
Q1 2021

May 14, 2021

SELL
$29.7 - $40.81 $8,910 - $12,243
-300 Reduced 0.11%
269,525 $10.5 Million
Q4 2020

Feb 12, 2021

SELL
$21.14 - $30.35 $4.15 Million - $5.95 Million
-196,154 Reduced 42.1%
269,825 $8.14 Million
Q3 2020

Nov 12, 2020

SELL
$22.83 - $26.35 $711,086 - $820,723
-31,147 Reduced 6.27%
465,979 $11 Million
Q2 2020

Aug 07, 2020

SELL
$22.53 - $33.32 $76,331 - $112,888
-3,388 Reduced 0.68%
497,126 $12.7 Million
Q1 2020

May 14, 2020

BUY
$25.25 - $53.75 $6.38 Million - $13.6 Million
252,553 Added 101.85%
500,514 $14.4 Million
Q4 2019

Feb 14, 2020

SELL
$47.82 - $54.46 $213,468 - $243,109
-4,464 Reduced 1.77%
247,961 $13.3 Million
Q3 2019

Nov 14, 2019

BUY
$43.38 - $50.71 $1.68 Million - $1.96 Million
38,728 Added 18.12%
252,425 $12.7 Million
Q2 2019

Jul 24, 2019

BUY
$44.37 - $49.17 $248,117 - $274,958
5,592 Added 2.69%
213,697 $10.1 Million
Q1 2019

May 14, 2019

BUY
$46.57 - $51.73 $130,396 - $144,844
2,800 Added 1.36%
208,105 $10.1 Million
Q4 2018

Feb 12, 2019

BUY
$43.6 - $54.46 $8.95 Million - $11.2 Million
205,305 New
205,305 $9.46 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 $242B
  • 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 Wittenberg Investment Management, Inc. Portfolio

Follow Wittenberg Investment Management, Inc. 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 Wittenberg Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wittenberg Investment Management, Inc. with notifications on news.