A detailed history of Creative One Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,637 shares of WFC stock, worth $689,720. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,637
Previous 6,352 51.72%
Holding current value
$689,720
Previous $377,000 44.3%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$51.58 - $60.97 $169,440 - $200,286
3,285 Added 51.72%
9,637 $544,000
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $165,055 - $182,406
-2,926 Reduced 31.54%
6,352 $377,000
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $211,766 - $264,297
4,560 Added 96.65%
9,278 $538,000
Q4 2023

Feb 09, 2024

BUY
$38.67 - $50.51 $182,445 - $238,306
4,718 New
4,718 $232,000
Q2 2023

Aug 16, 2023

SELL
$36.72 - $42.68 $124,774 - $145,026
-3,398 Reduced 25.64%
9,856 $421,000
Q2 2023

Aug 14, 2023

SELL
$36.72 - $42.68 $154,738 - $179,853
-4,214 Reduced 24.12%
13,254 $546,000
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $4,275 - $5,723
118 Added 0.68%
17,468 $653,000
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $10,540 - $12,562
-262 Reduced 1.49%
17,350 $716,000
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $6,387 - $187,629
-4,121 Reduced 18.96%
17,612 $708,000
Q2 2022

Aug 12, 2022

SELL
$37.43 - $49.33 $119,476 - $157,461
-3,192 Reduced 12.81%
21,733 $851,000
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $252,092 - $325,007
5,503 Added 28.33%
24,925 $1.21 Million
Q4 2021

Feb 15, 2022

BUY
$45.31 - $52.0 $21,023 - $24,128
464 Added 2.45%
19,422 $932,000
Q3 2021

Nov 16, 2021

BUY
$42.32 - $51.15 $32,163 - $38,874
760 Added 4.18%
18,958 $880,000
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $253,816 - $307,949
6,429 Added 54.63%
18,198 $824,000
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $101,960 - $140,100
3,433 Added 41.18%
11,769 $460,000
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $176,223 - $252,997
8,336 New
8,336 $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 $272B
  • 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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