A detailed history of Chesapeake Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Chesapeake Wealth Management holds 4,266 shares of WFC stock, worth $324,045. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,266
Previous 4,266 -0.0%
Holding current value
$324,045
Previous $253,000 5.14%
% of portfolio
0.08%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$46.44 - $57.96 $1,207 - $1,506
26 Added 0.61%
4,266 $247,000
Q4 2023

Feb 12, 2024

BUY
$38.67 - $50.51 $163,960 - $214,162
4,240 New
4,240 $208,000
Q2 2022

Jul 21, 2022

SELL
$37.43 - $49.33 $184,455 - $243,098
-4,928 Closed
0 $0
Q2 2021

Jul 29, 2021

BUY
$39.48 - $47.9 $194,557 - $236,051
4,928 New
4,928 $223,000
Q1 2021

Apr 26, 2021

SELL
$29.7 - $40.81 $227,709 - $312,890
-7,667 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$21.14 - $30.35 $162,080 - $232,693
7,667 New
7,667 $231,000
Q3 2020

Nov 12, 2020

SELL
$22.83 - $26.35 $206,657 - $238,520
-9,052 Closed
0 $0
Q2 2020

Aug 11, 2020

SELL
$22.53 - $33.32 $675 - $999
-30 Reduced 0.33%
9,052 $232,000
Q3 2019

Oct 25, 2019

SELL
$43.38 - $50.71 $6,723 - $7,860
-155 Reduced 1.68%
9,082 $458,000
Q2 2019

Aug 01, 2019

SELL
$44.37 - $49.17 $21,741 - $24,093
-490 Reduced 5.04%
9,237 $437,000
Q1 2019

Apr 17, 2019

SELL
$46.57 - $51.73 $15,368 - $17,070
-330 Reduced 3.28%
9,727 $470,000
Q4 2018

Feb 06, 2019

BUY
$43.6 - $54.46 $75,122 - $93,834
1,723 Added 20.67%
10,057 $464,000
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $12,351 - $13,909
-235 Reduced 2.74%
8,334 $438,000
Q2 2018

Aug 07, 2018

BUY
$50.39 - $56.18 $189,416 - $211,180
3,759 Added 78.15%
8,569 $475,000
Q1 2018

Jun 04, 2018

BUY
$50.98 - $65.93 $245,213 - $317,123
4,810 New
4,810 $252,000

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 $288B
  • 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 Chesapeake Wealth Management Portfolio

Follow Chesapeake Wealth Management 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 Chesapeake Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Chesapeake Wealth Management with notifications on news.