A detailed history of Boston Family Office LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Boston Family Office LLC holds 3,623 shares of WFC stock, worth $254,841. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,623
Previous 3,698 2.03%
Holding current value
$254,841
Previous $220,000 6.82%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$51.58 - $60.97 $3,868 - $4,572
-75 Reduced 2.03%
3,623 $205,000
Q1 2024

May 13, 2024

SELL
$46.44 - $57.96 $46,440 - $57,960
-1,000 Reduced 21.29%
3,698 $214,000
Q4 2023

Feb 12, 2024

BUY
$38.67 - $50.51 $181,671 - $237,295
4,698 New
4,698 $231,000
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $172,510 - $200,510
4,698 New
4,698 $200,000
Q3 2022

Nov 08, 2022

SELL
$1.55 - $45.53 $38 - $1,138
-25 Reduced 0.49%
5,107 $206,000
Q2 2022

Aug 11, 2022

SELL
$37.43 - $49.33 $935 - $1,233
-25 Reduced 0.48%
5,132 $201,000
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $11,003 - $13,299
-260 Reduced 4.8%
5,157 $239,000
Q1 2021

May 07, 2021

BUY
$29.7 - $40.81 $160,884 - $221,067
5,417 New
5,417 $211,000
Q3 2020

Nov 10, 2020

SELL
$22.83 - $26.35 $188,484 - $217,545
-8,256 Closed
0 $0
Q2 2020

Aug 06, 2020

SELL
$22.53 - $33.32 $13,134 - $19,425
-583 Reduced 6.6%
8,256 $211,000
Q1 2020

May 11, 2020

SELL
$25.25 - $53.75 $45,753 - $97,395
-1,812 Reduced 17.01%
8,839 $254,000
Q4 2019

Feb 05, 2020

SELL
$47.82 - $54.46 $29,648 - $33,765
-620 Reduced 5.5%
10,651 $573,000
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $25,420 - $29,716
-586 Reduced 4.94%
11,271 $569,000
Q4 2018

Feb 12, 2019

BUY
$43.6 - $54.46 $75,864 - $94,760
1,740 Added 17.2%
11,857 $546,000
Q2 2018

Jul 26, 2018

SELL
$50.39 - $56.18 $192,237 - $214,326
-3,815 Reduced 27.38%
10,117 $561,000
Q1 2018

Apr 30, 2018

SELL
$50.98 - $65.93 $235,578 - $304,662
-4,621 Reduced 24.91%
13,932 $730,000
Q4 2017

Feb 06, 2018

SELL
$53.19 - $61.61 $144,570 - $167,455
-2,718 Reduced 12.78%
18,553 $1.13 Million
Q3 2017

Nov 13, 2017

BUY
$49.58 - $55.15 $1.05 Million - $1.17 Million
21,271
21,271 $1.17 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 $267B
  • 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 Boston Family Office LLC Portfolio

Follow Boston Family Office 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 Boston Family Office LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Family Office LLC with notifications on news.