A detailed history of Burt Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Burt Wealth Advisors holds 5,117 shares of WFC stock, worth $366,223. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,117
Previous 5,117 -0.0%
Holding current value
$366,223
Previous $303,000 4.95%
% of portfolio
0.07%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023

BUY
$36.72 - $42.68 $187,896 - $218,393
5,117 New
5,117 $218,000
Q3 2022

Oct 11, 2022

BUY
$1.55 - $45.53 $7,931 - $232,977
5,117 New
5,117 $206,000
Q2 2022

Jul 29, 2022

SELL
$37.43 - $49.33 $189,770 - $250,103
-5,070 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
$39.48 - $47.9 $200,163 - $242,853
5,070 New
5,070 $230,000
Q1 2021

Apr 15, 2021

SELL
$29.7 - $40.81 $150,579 - $206,906
-5,070 Closed
0 $0
Q3 2020

Nov 10, 2020

SELL
$22.83 - $26.35 $502 - $579
-22 Reduced 0.43%
5,070 $119,000
Q2 2020

Aug 05, 2020

SELL
$22.53 - $33.32 $24,783 - $36,652
-1,100 Reduced 17.76%
5,092 $130,000
Q2 2019

Aug 05, 2019

SELL
$44.37 - $49.17 $5,324 - $5,900
-120 Reduced 1.9%
6,192 $293,000
Q1 2019

Apr 24, 2019

BUY
$46.57 - $51.73 $5,588 - $6,207
120 Added 1.94%
6,312 $305,000
Q4 2017

Jan 30, 2018

BUY
$53.19 - $61.61 $51,966 - $60,192
977 Added 18.73%
6,192 $376,000
Q3 2017

Nov 09, 2017

BUY
$49.58 - $55.15 $38,721 - $43,072
781 Added 17.61%
5,215 $288,000
Q2 2017

Aug 07, 2017

BUY
N/A
4,434
4,434 $245,000

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 $272B
  • 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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