A detailed history of Center For Financial Planning, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 74 shares of WFC stock, worth $5,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 230 67.83%
Holding current value
$5,570
Previous $13,000 69.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

SELL
$51.58 - $60.97 $8,046 - $9,511
-156 Reduced 67.83%
74 $4,000
Q4 2023

Jan 29, 2024

BUY
$38.67 - $50.51 $2,861 - $3,737
74 Added 47.44%
230 $11,000
Q2 2023

Aug 09, 2023

SELL
$36.72 - $42.68 $7,344 - $8,536
-200 Reduced 56.18%
156 $6,000
Q4 2022

Jan 27, 2023

SELL
$40.23 - $47.95 $8,206 - $9,781
-204 Reduced 36.43%
356 $0
Q3 2022

Oct 14, 2022

BUY
$1.55 - $45.53 $265 - $7,785
171 Added 43.96%
560 $23,000
Q2 2022

Aug 12, 2022

SELL
$37.43 - $49.33 $262 - $345
-7 Reduced 1.77%
389 $15,000
Q4 2021

Feb 08, 2022

BUY
$45.31 - $52.0 $1,812 - $2,080
40 Added 11.24%
396 $19,000
Q1 2021

May 10, 2021

SELL
$29.7 - $40.81 $13,572 - $18,650
-457 Reduced 56.21%
356 $14,000
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $338 - $485
-16 Reduced 1.93%
813 $25,000
Q2 2020

Aug 06, 2020

SELL
$22.53 - $33.32 $167,014 - $247,001
-7,413 Reduced 89.94%
829 $21,000
Q1 2020

May 11, 2020

SELL
$25.25 - $53.75 $21,184 - $45,096
-839 Reduced 9.24%
8,242 $237,000
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $434,253 - $494,551
9,081 New
9,081 $489,000

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 $286B
  • 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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