A detailed history of Confluence Wealth Services, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 7,099 shares of WFC stock, worth $540,730. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,099
Previous 7,403 4.11%
Holding current value
$540,730
Previous $439,000 8.88%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 29, 2024

SELL
$51.58 - $60.97 $15,680 - $18,534
-304 Reduced 4.11%
7,099 $400,000
Q2 2024

Jul 31, 2024

SELL
$56.41 - $62.34 $564 - $623
-10 Reduced 0.13%
7,403 $439,000
Q1 2024

Apr 22, 2024

BUY
$46.44 - $57.96 $37,523 - $46,831
808 Added 12.23%
7,413 $429,000
Q4 2023

Jan 25, 2024

SELL
$38.67 - $50.51 $27,765 - $36,266
-718 Reduced 9.8%
6,605 $325,000
Q3 2023

Nov 01, 2023

BUY
$40.43 - $47.13 $5,983 - $6,975
148 Added 2.06%
7,323 $299,000
Q2 2023

Aug 01, 2023

SELL
$36.72 - $42.68 $21,664 - $25,181
-590 Reduced 7.6%
7,175 $306,000
Q1 2023

May 11, 2023

SELL
$36.23 - $48.5 $289 - $388
-8 Reduced 0.1%
7,765 $290,000
Q4 2022

Feb 10, 2023

SELL
$40.23 - $47.95 $40,471 - $48,237
-1,006 Reduced 11.46%
7,773 $320,000
Q3 2022

Nov 08, 2022

SELL
$1.55 - $45.53 $4,172 - $122,566
-2,692 Reduced 23.47%
8,779 $353,000
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $54,086 - $71,281
1,445 Added 14.41%
11,471 $519,000
Q1 2022

Apr 26, 2022

SELL
$45.81 - $59.06 $33,074 - $42,641
-722 Reduced 6.72%
10,026 $485,000
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $486,991 - $558,896
10,748 New
10,748 $515,000

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 $289B
  • 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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