A detailed history of Abound Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Abound Wealth Management holds 1,775 shares of WFC stock, worth $124,321. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,775
Previous 1,684 5.4%
Holding current value
$124,321
Previous $100 Million 0.3%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 04, 2024

BUY
$51.58 - $60.97 $4,693 - $5,548
91 Added 5.4%
1,775 $100 Million
Q2 2024

Aug 09, 2024

BUY
$56.41 - $62.34 $394 - $436
7 Added 0.42%
1,684 $100 Million
Q1 2024

Aug 08, 2024

BUY
$46.44 - $57.96 $1,532 - $1,912
33 Added 2.01%
1,677 $97.2 Million
Q4 2023

Aug 08, 2024

BUY
$38.67 - $50.51 $77 - $101
2 Added 0.12%
1,644 $80.9 Million
Q3 2023

Aug 08, 2024

BUY
$40.43 - $47.13 $1,172 - $1,366
29 Added 1.8%
1,642 $67.1 Million
Q2 2023

Aug 08, 2024

SELL
$36.72 - $42.68 $2,166 - $2,518
-59 Reduced 3.53%
1,613 $68.8 Million
Q1 2023

Aug 07, 2024

BUY
$36.23 - $48.5 $60,576 - $81,092
1,672 New
1,672 $62.5 Million
Q4 2022

Aug 07, 2024

BUY
$40.23 - $47.95 $4,545 - $5,418
113 Added 8.77%
1,402 $57.9 Million
Q3 2022

Aug 07, 2024

SELL
$1.55 - $45.53 $593 - $17,437
-383 Reduced 22.91%
1,289 $51.9 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 $266B
  • 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 Abound Wealth Management Portfolio

Follow Abound Wealth Management 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 Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.