A detailed history of Dakota Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Dakota Wealth Management holds 19,474 shares of WFC stock, worth $1.37 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,474
Previous 19,902 2.15%
Holding current value
$1.37 Million
Previous $1.18 Million 6.94%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024

SELL
$51.58 - $60.97 $22,076 - $26,095
-428 Reduced 2.15%
19,474 $1.1 Million
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $178,988 - $197,804
3,173 Added 18.97%
19,902 $1.18 Million
Q1 2024

Apr 24, 2024

BUY
$46.44 - $57.96 $99,520 - $124,208
2,143 Added 14.69%
16,729 $969,000
Q4 2023

Jan 30, 2024

SELL
$38.67 - $50.51 $46,404 - $60,612
-1,200 Reduced 7.6%
14,586 $717,000
Q3 2023

Oct 23, 2023

SELL
$40.43 - $47.13 $51,426 - $59,949
-1,272 Reduced 7.46%
15,786 $645,000
Q2 2023

Jul 31, 2023

BUY
$36.72 - $42.68 $3,672 - $4,268
100 Added 0.59%
17,058 $728,000
Q1 2023

Apr 14, 2023

BUY
$36.23 - $48.5 $62,859 - $84,147
1,735 Added 11.4%
16,958 $633,000
Q4 2022

Feb 07, 2023

BUY
$40.23 - $47.95 $245,000 - $292,015
6,090 Added 66.68%
15,223 $628,000
Q3 2022

Nov 10, 2022

BUY
$1.55 - $45.53 $5,820 - $170,965
3,755 Added 69.82%
9,133 $368,000
Q2 2022

Aug 05, 2022

BUY
$37.43 - $49.33 $30,355 - $40,006
811 Added 17.76%
5,378 $211,000
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $209,214 - $269,727
4,567 New
4,567 $222,000
Q1 2020

Apr 29, 2020

SELL
$25.25 - $53.75 $226,492 - $482,137
-8,970 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$47.82 - $54.46 $428,945 - $488,506
8,970 New
8,970 $483,000
Q1 2019

Apr 18, 2019

SELL
$46.57 - $51.73 $307,315 - $341,366
-6,599 Closed
0 $0
Q3 2018

Nov 07, 2018

SELL
$52.56 - $59.19 $133,502 - $150,342
-2,540 Reduced 27.79%
6,599 $347,000
Q2 2018

Aug 09, 2018

BUY
$50.39 - $56.18 $460,514 - $513,429
9,139 New
9,139 $507,000

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 $267B
  • 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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