A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 7,691 shares of WFC stock, worth $529,525. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,691
Previous 7,639 0.68%
Holding current value
$529,525
Previous $453,000 4.19%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Oct 30, 2024

BUY
$51.58 - $60.97 $2,682 - $3,170
52 Added 0.68%
7,691 $434,000
Q2 2024

Jul 23, 2024

BUY
$56.41 - $62.34 $8,123 - $8,976
144 Added 1.92%
7,639 $453,000
Q1 2024

Apr 22, 2024

BUY
$46.44 - $57.96 $20,572 - $25,676
443 Added 6.28%
7,495 $434,000
Q4 2023

Jan 23, 2024

BUY
$38.67 - $50.51 $2,165 - $2,828
56 Added 0.8%
7,052 $347,000
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $4,285 - $4,995
106 Added 1.54%
6,996 $285,000
Q2 2023

Jul 25, 2023

SELL
$36.72 - $42.68 $14,173 - $16,474
-386 Reduced 5.31%
6,890 $294,000
Q1 2023

Apr 28, 2023

BUY
$36.23 - $48.5 $1,630 - $2,182
45 Added 0.62%
7,276 $271,000
Q4 2022

Jan 23, 2023

BUY
$40.23 - $47.95 $12,431 - $14,816
309 Added 4.46%
7,231 $0
Q3 2022

Nov 01, 2022

BUY
$1.55 - $45.53 $683 - $20,078
441 Added 6.8%
6,922 $278,000
Q2 2022

Jul 22, 2022

SELL
$37.43 - $49.33 $47,536 - $62,649
-1,270 Reduced 16.38%
6,481 $254,000
Q1 2022

Apr 22, 2022

BUY
$45.81 - $59.06 $13,422 - $17,304
293 Added 3.93%
7,751 $376,000
Q4 2021

Jan 26, 2022

BUY
$45.31 - $52.0 $29,360 - $33,696
648 Added 9.52%
7,458 $358,000
Q3 2021

Oct 26, 2021

BUY
$42.32 - $51.15 $4,232 - $5,115
100 Added 1.49%
6,810 $316,000
Q2 2021

Jul 26, 2021

SELL
$39.48 - $47.9 $6,514 - $7,903
-165 Reduced 2.4%
6,710 $304,000
Q1 2021

Apr 26, 2021

BUY
$29.7 - $40.81 $204,187 - $280,568
6,875 New
6,875 $269,000

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 $261B
  • 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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