A detailed history of Cyndeo Wealth Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,255 shares of WFC stock, worth $783,739. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,255
Previous 8,056 76.95%
Holding current value
$783,739
Previous $466,000 81.55%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Jul 30, 2024

BUY
$56.41 - $62.34 $349,685 - $386,445
6,199 Added 76.95%
14,255 $846,000
Q1 2024

Apr 16, 2024

BUY
$46.44 - $57.96 $2,739 - $3,419
59 Added 0.74%
8,056 $466,000
Q4 2023

Jan 12, 2024

BUY
$38.67 - $50.51 $4,253 - $5,556
110 Added 1.39%
7,997 $393,000
Q3 2023

Oct 10, 2023

BUY
$40.43 - $47.13 $646 - $754
16 Added 0.2%
7,887 $322,000
Q2 2023

Jul 27, 2023

SELL
$36.72 - $42.68 $5,471 - $6,359
-149 Reduced 1.86%
7,871 $335,000
Q1 2023

Apr 21, 2023

BUY
$36.23 - $48.5 $18,296 - $24,492
505 Added 6.72%
8,020 $299,000
Q4 2022

Jan 25, 2023

BUY
$40.23 - $47.95 $302,328 - $360,344
7,515 New
7,515 $0

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 $209B
  • 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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