A detailed history of Plan A Wealth LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Plan A Wealth LLC holds 8,228 shares of WFC stock, worth $707,937. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,228
Previous 10,846 24.14%
Holding current value
$707,937
Previous $869 Million 20.63%
% of portfolio
0.35%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$77.05 - $85.16 $201,716 - $222,948
-2,618 Reduced 24.14%
8,228 $690 Million
Q2 2025

Nov 06, 2025

SELL
$60.98 - $80.12 $15,671 - $20,590
-257 Reduced 2.31%
10,846 $869 Million
Q1 2025

Nov 06, 2025

SELL
$66.78 - $81.42 $7,946 - $9,688
-119 Reduced 1.06%
11,103 $797 Million
Q4 2024

Nov 06, 2025

BUY
$54.98 - $77.35 $616,985 - $868,021
11,222 New
11,222 $788 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 $327B
  • 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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