A detailed history of Blue Rock Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 8,078 shares of WFC stock, worth $678,552. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,078
Previous 5,184 55.83%
Holding current value
$678,552
Previous $364 Million 59.26%
% of portfolio
0.49%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025

BUY
$66.78 - $81.42 $193,261 - $235,629
2,894 Added 55.83%
8,078 $580 Million
Q4 2024

Feb 14, 2025

BUY
$54.98 - $77.35 $285,016 - $400,982
5,184 New
5,184 $364 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 $319B
  • 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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