A detailed history of Congress Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,361 shares of WFC stock, worth $468,042. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,361
Previous 5,299 20.04%
Holding current value
$468,042
Previous $314,000 14.33%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$51.58 - $60.97 $54,777 - $64,750
1,062 Added 20.04%
6,361 $359,000
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $1.08 Million - $1.2 Million
-19,213 Reduced 78.38%
5,299 $314,000
Q1 2024

Apr 18, 2024

BUY
$46.44 - $57.96 $83,406 - $104,096
1,796 Added 7.91%
24,512 $1.42 Million
Q4 2023

Feb 09, 2024

SELL
$38.67 - $50.51 $386 - $505
-10 Reduced 0.04%
22,716 $1.12 Million
Q3 2023

Oct 30, 2023

SELL
$40.43 - $47.13 $20,659 - $24,083
-511 Reduced 2.2%
22,726 $928,000
Q2 2023

Jul 13, 2023

SELL
$36.72 - $42.68 $11,419 - $13,273
-311 Reduced 1.32%
23,237 $991,000
Q1 2023

Apr 14, 2023

BUY
$36.23 - $48.5 $203,177 - $271,988
5,608 Added 31.26%
23,548 $880,000
Q4 2022

Feb 02, 2023

BUY
$40.23 - $47.95 $721,726 - $860,223
17,940 New
17,940 $740,000
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $1.37 Million - $1.77 Million
-29,929 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$45.31 - $52.0 $1.36 Million - $1.56 Million
29,929 New
29,929 $1.44 Million

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 $279B
  • 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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