A detailed history of Breakwater Investment Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Breakwater Investment Management holds 178 shares of WFC stock, worth $14,362. This represents 0.01% of its overall portfolio holdings.

Number of Shares
178
Previous 130 36.92%
Holding current value
$14,362
Previous $10.4 Million 43.24%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025

BUY
$77.05 - $85.16 $3,698 - $4,087
48 Added 36.92%
178 $14.9 Million
Q1 2025

Apr 17, 2025

SELL
$66.78 - $81.42 $10,551 - $12,864
-158 Reduced 54.86%
130 $9.33 Million
Q1 2024

Jun 13, 2024

BUY
$46.44 - $57.96 $13,374 - $16,692
288 New
288 $16.7 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 $306B
  • 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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