A detailed history of Lodestar Private Asset Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 16,903 shares of WFC stock, worth $966,344. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,903
Previous 18,355 7.91%
Holding current value
$966,344
Previous $1.06 Billion 99.91%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jul 30, 2024

SELL
$56.41 - $62.34 $81,907 - $90,517
-1,452 Reduced 7.91%
16,903 $1 Million
Q1 2024

Apr 25, 2024

BUY
$46.44 - $57.96 $41,378 - $51,642
891 Added 5.1%
18,355 $1.06 Billion
Q4 2023

Jan 29, 2024

SELL
$38.67 - $50.51 $198,145 - $258,813
-5,124 Reduced 22.68%
17,464 $860 Million
Q3 2023

Oct 31, 2023

SELL
$40.43 - $47.13 $147,731 - $172,213
-3,654 Reduced 13.92%
22,588 $923 Million
Q2 2023

Jul 27, 2023

SELL
$36.72 - $42.68 $214,408 - $249,208
-5,839 Reduced 18.2%
26,242 $1.12 Billion
Q1 2023

Apr 25, 2023

BUY
$36.23 - $48.5 $253,609 - $339,500
7,000 Added 27.91%
32,081 $1.2 Billion
Q4 2022

Feb 02, 2023

BUY
$40.23 - $47.95 $1.01 Million - $1.2 Million
25,081 New
25,081 $1.04 Billion

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 $217B
  • 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 Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management 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 Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.