A detailed history of All Square Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, All Square Wealth Management LLC holds 600 shares of WFC stock, worth $44,148. This represents 0.02% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$44,148
Previous $35,000 5.71%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 27, 2023

SELL
$40.43 - $47.13 $242 - $282
-6 Reduced 0.99%
600 $24,000
Q1 2022

May 04, 2022

BUY
$45.81 - $59.06 $274 - $354
6 Added 1.0%
606 $29,000
Q3 2021

Nov 12, 2021

SELL
$42.32 - $51.15 $50,784 - $61,380
-1,200 Reduced 66.67%
600 $28,000
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $11,843 - $14,370
300 Added 20.0%
1,800 $82,000
Q1 2021

May 11, 2021

BUY
$29.7 - $40.81 $26,730 - $36,729
900 Added 150.0%
1,500 $59,000
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $35,938 - $51,595
-1,700 Reduced 73.91%
600 $18,000
Q2 2020

Aug 11, 2020

BUY
$22.53 - $33.32 $47,313 - $69,972
2,100 Added 1050.0%
2,300 $59,000
Q1 2020

May 12, 2020

SELL
$25.25 - $53.75 $9,367 - $19,941
-371 Reduced 64.97%
200 $6,000
Q4 2019

Feb 04, 2020

BUY
$47.82 - $54.46 $27,305 - $31,096
571 New
571 $31,000
Q3 2019

Nov 06, 2019

SELL
$43.38 - $50.71 $10,367 - $12,119
-239 Closed
0 $0
Q4 2018

Feb 13, 2019

SELL
$43.6 - $54.46 $80,660 - $100,751
-1,850 Reduced 88.56%
239 $11,000
Q2 2018

Aug 14, 2018

SELL
$50.39 - $56.18 $40,312 - $44,944
-800 Reduced 27.69%
2,089 $116,000
Q1 2018

May 11, 2018

SELL
$50.98 - $65.93 $63,724 - $82,412
-1,250 Reduced 30.2%
2,889 $151,000
Q3 2017

Nov 06, 2017

BUY
$49.58 - $55.15 $205,211 - $228,265
4,139
4,139 $228,000

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 $279B
  • 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 All Square Wealth Management LLC Portfolio

Follow All Square Wealth 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 All Square Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on All Square Wealth Management LLC with notifications on news.