A detailed history of Burleson & Company, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Burleson & Company, LLC holds 60,674 shares of WFC stock, worth $4.3 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
60,674
Previous 60,926 0.41%
Holding current value
$4.3 Million
Previous $2.45 Million 2.24%
% of portfolio
0.65%
Previous 0.53%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 30, 2023

SELL
$40.23 - $47.95 $10,137 - $12,083
-252 Reduced 0.41%
60,674 $2.51 Million
Q3 2022

Oct 17, 2022

SELL
$1.55 - $45.53 $97 - $2,868
-63 Reduced 0.1%
60,926 $2.45 Million
Q2 2022

Jul 13, 2022

BUY
$37.43 - $49.33 $37 - $49
1 Added 0.0%
60,989 $2.39 Million
Q1 2022

Apr 25, 2022

BUY
$45.81 - $59.06 $2,290 - $2,953
50 Added 0.08%
60,988 $2.96 Million
Q4 2021

Jan 25, 2022

BUY
$45.31 - $52.0 $35,885 - $41,184
792 Added 1.32%
60,938 $2.92 Million
Q3 2021

Nov 02, 2021

SELL
$42.32 - $51.15 $15,912 - $19,232
-376 Reduced 0.62%
60,146 $2.79 Million
Q2 2021

Jul 22, 2021

SELL
$39.48 - $47.9 $437,517 - $530,827
-11,082 Reduced 15.48%
60,522 $2.74 Million
Q1 2021

May 12, 2021

SELL
$29.7 - $40.81 $122,067 - $167,729
-4,110 Reduced 5.43%
71,604 $2.8 Million
Q4 2020

Feb 08, 2021

SELL
$21.14 - $30.35 $120,434 - $172,903
-5,697 Reduced 7.0%
75,714 $2.29 Million
Q3 2020

Nov 10, 2020

SELL
$22.83 - $26.35 $54,632 - $63,055
-2,393 Reduced 2.86%
81,411 $1.78 Million
Q2 2020

Aug 13, 2020

SELL
$22.53 - $33.32 $175,779 - $259,962
-7,802 Reduced 8.52%
83,804 $2.1 Million
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $982,679 - $2.09 Million
-38,918 Reduced 29.82%
91,606 $2.33 Million
Q4 2019

Feb 12, 2020

SELL
$47.82 - $54.46 $3,203 - $3,648
-67 Reduced 0.05%
130,524 $6.34 Million
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $2,255 - $2,636
-52 Reduced 0.04%
130,591 $6.65 Million
Q2 2019

Aug 05, 2019

SELL
$44.37 - $49.17 $5.45 Million - $6.04 Million
-122,817 Reduced 48.46%
130,643 $6.15 Million
Q1 2019

May 09, 2019

BUY
$46.57 - $51.73 $514,412 - $571,409
11,046 Added 4.56%
253,460 $12.3 Million
Q4 2018

Feb 27, 2019

BUY
$43.6 - $54.46 $617,463 - $771,262
14,162 Added 6.2%
242,414 $12 Million
Q3 2018

Dec 06, 2018

BUY
$52.56 - $59.19 $901,877 - $1.02 Million
17,159 Added 8.13%
228,252 $12.2 Million
Q2 2018

Jul 31, 2018

BUY
$50.39 - $56.18 $3.9 Million - $4.35 Million
77,486 Added 58.0%
211,093 $11.7 Million
Q1 2018

Apr 23, 2018

BUY
$50.98 - $65.93 $159,975 - $206,888
3,138 Added 2.41%
133,607 $7 Million
Q4 2017

Mar 19, 2018

BUY
$53.19 - $61.61 $6.94 Million - $8.04 Million
130,469
130,469 $7.92 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 $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 Burleson & Company, LLC Portfolio

Follow Burleson & Company, 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 Burleson & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burleson & Company, LLC with notifications on news.