A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 6,347 shares of WFC stock, worth $454,381. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,347
Holding current value
$454,381
% of portfolio
0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$36.23 - $48.5 $229,951 - $307,829
6,347 New
6,347 $237,000
Q2 2022

Jul 19, 2022

SELL
$37.43 - $49.33 $162,708 - $214,437
-4,347 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $196,962 - $226,044
4,347 New
4,347 $209,000

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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