A detailed history of Apexium Financial, LP transactions in Wells Fargo & Company stock. As of the latest transaction made, Apexium Financial, LP holds 49,218 shares of WFC stock, worth $2.92 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
49,218
Previous 98,525 50.05%
Holding current value
$2.92 Million
Previous $4.85 Million 41.18%
% of portfolio
0.24%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$46.44 - $57.96 $2.29 Million - $2.86 Million
-49,307 Reduced 50.05%
49,218 $2.85 Million
Q4 2023

Feb 08, 2024

BUY
$38.67 - $50.51 $77 - $101
2 Added 0.0%
98,525 $4.85 Million
Q3 2023

Oct 24, 2023

BUY
$40.43 - $47.13 $120,481 - $140,447
2,980 Added 3.12%
98,523 $4.03 Million
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $36 - $42
1 Added 0.0%
95,543 $4.08 Million
Q1 2023

May 17, 2023

BUY
$36.23 - $48.5 $72 - $97
2 Added 0.0%
95,542 $3.57 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $40 - $47
1 Added 0.0%
95,540 $3.94 Million
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $148,085 - $4.35 Million
95,539 New
95,539 $3.84 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 $225B
  • 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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