A detailed history of Axxcess Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 80,033 shares of WFC stock, worth $5.67 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
80,033
Previous 65,305 22.55%
Holding current value
$5.67 Million
Previous $3.88 Million 16.5%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 04, 2024

BUY
$51.58 - $60.97 $759,670 - $897,966
14,728 Added 22.55%
80,033 $4.52 Million
Q2 2024

Aug 09, 2024

SELL
$56.41 - $62.34 $409,649 - $452,713
-7,262 Reduced 10.01%
65,305 $3.88 Million
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $330,374 - $412,327
7,114 Added 10.87%
72,567 $4.21 Million
Q4 2023

Feb 06, 2024

BUY
$38.67 - $50.51 $465,045 - $607,433
12,026 Added 22.51%
65,453 $3.22 Million
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $1.66 Million - $1.94 Million
41,182 Added 336.32%
53,427 $2.18 Million
Q2 2023

Aug 08, 2023

SELL
$36.72 - $42.68 $114,272 - $132,820
-3,112 Reduced 20.26%
12,245 $522,000
Q1 2023

May 03, 2023

BUY
$36.23 - $48.5 $26,375 - $35,308
728 Added 4.98%
15,357 $574,000
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $280,926 - $334,834
6,983 Added 91.33%
14,629 $604,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $189 - $5,554
122 Added 1.62%
7,646 $308,000
Q2 2022

Aug 11, 2022

SELL
$37.43 - $49.33 $219,788 - $289,665
-5,872 Reduced 43.83%
7,524 $295,000
Q1 2022

Aug 11, 2022

BUY
$45.81 - $59.06 $266,293 - $343,315
5,813 Added 76.66%
13,396 $649,000
Q4 2021

Aug 11, 2022

BUY
$45.31 - $52.0 $343,585 - $394,316
7,583 New
7,583 $364,000

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 $269B
  • 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 Axxcess Wealth Management, LLC Portfolio

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.