A detailed history of Copperleaf Capital, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Copperleaf Capital, LLC holds 3,579 shares of WFC stock, worth $198,240. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,579
Previous 3,770 5.07%
Holding current value
$198,240
Previous $218,000 2.75%
% of portfolio
0.19%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $10,774 - $11,906
-191 Reduced 5.07%
3,579 $212,000
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $175,078 - $218,509
3,770 New
3,770 $218,000
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $225,785 - $302,252
6,232 New
6,232 $232,000

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 $210B
  • 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 Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, LLC 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 Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.