A detailed history of Mosaic Financial Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 7,703 shares of WFC stock, worth $551,457. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,703
Previous 7,661 0.55%
Holding current value
$551,457
Previous $455,000 4.4%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Nov 15, 2024

BUY
$51.58 - $60.97 $2,166 - $2,560
42 Added 0.55%
7,703 $435,000
Q2 2024

Aug 15, 2024

SELL
$56.41 - $62.34 $54,379 - $60,095
-964 Reduced 11.18%
7,661 $455,000
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $400,545 - $499,905
8,625 New
8,625 $500,000

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 $272B
  • 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 Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, 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 Mosaic Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.