A detailed history of Denver Wealth Management, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 5,210 shares of WFC stock, worth $296,761. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,210
Previous 5,420 3.87%
Holding current value
$296,761
Previous $314,000 1.59%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Jul 19, 2024

SELL
$56.41 - $62.34 $11,846 - $13,091
-210 Reduced 3.87%
5,210 $309,000
Q1 2024

Apr 18, 2024

SELL
$46.44 - $57.96 $3,575 - $4,462
-77 Reduced 1.4%
5,420 $314,000
Q4 2023

Jan 23, 2024

BUY
$38.67 - $50.51 $1,353 - $1,767
35 Added 0.64%
5,497 $270,000
Q3 2023

Oct 24, 2023

BUY
$40.43 - $47.13 $1,536 - $1,790
38 Added 0.7%
5,462 $223,000
Q2 2023

Jul 17, 2023

BUY
$36.72 - $42.68 $1,175 - $1,365
32 Added 0.59%
5,424 $231,000
Q1 2023

May 04, 2023

BUY
$36.23 - $48.5 $1,050 - $1,406
29 Added 0.54%
5,392 $201,000
Q4 2022

Jan 27, 2023

BUY
$40.23 - $47.95 $1,086 - $1,294
27 Added 0.51%
5,363 $0
Q3 2022

Nov 08, 2022

BUY
$1.55 - $45.53 $55 - $1,639
36 Added 0.68%
5,336 $215,000
Q1 2021

Apr 26, 2022

BUY
$29.7 - $40.81 $157,410 - $216,293
5,300 New
5,300 $257,000

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 $216B
  • 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 Denver Wealth Management, Inc. Portfolio

Follow Denver Wealth Management, Inc. 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 Denver Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Denver Wealth Management, Inc. with notifications on news.