A detailed history of Wr Wealth Planners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,062 shares of WFC stock, worth $69,465. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,867 43.12%
Holding current value
$69,465
Previous $110,000 46.36%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 17, 2024

SELL
$51.58 - $60.97 $41,521 - $49,080
-805 Reduced 43.12%
1,062 $59,000
Q2 2024

Jul 31, 2024

BUY
$56.41 - $62.34 $19,405 - $21,444
344 Added 22.59%
1,867 $110,000
Q1 2024

Jul 31, 2024

BUY
$46.44 - $57.96 $70,728 - $88,273
1,523 New
1,523 $88,000
Q3 2023

Aug 01, 2024

BUY
$40.43 - $47.13 $8,854 - $10,321
219 Added 18.0%
1,436 $58.7 Million
Q2 2023

Aug 01, 2024

SELL
$36.72 - $42.68 $23,868 - $27,742
-650 Reduced 34.82%
1,217 $51.9 Million
Q1 2023

Aug 01, 2024

SELL
$36.23 - $48.5 $47,714 - $63,874
-1,317 Reduced 70.54%
550 $20.6 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 $248B
  • 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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