A detailed history of Holistic Planning, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Holistic Planning, LLC holds 7,329 shares of WFC stock, worth $531,132. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,329
Previous 4,543 61.33%
Holding current value
$531,132
Previous $263 Million 57.23%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Nov 01, 2024

BUY
$51.58 - $60.97 $143,701 - $169,862
2,786 Added 61.33%
7,329 $414 Million
Q1 2024

May 01, 2024

SELL
$46.44 - $57.96 $3,250 - $4,057
-70 Reduced 1.52%
4,543 $263 Million
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $178,384 - $233,002
4,613 New
4,613 $227 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 $275B
  • 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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