A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 21,505 shares of WFC stock, worth $1.63 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,505
Previous 19,530 10.11%
Holding current value
$1.63 Million
Previous $1.16 Million 4.75%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 31, 2024

BUY
$51.58 - $60.97 $101,870 - $120,415
1,975 Added 10.11%
21,505 $1.21 Million
Q2 2024

Aug 09, 2024

BUY
$56.41 - $62.34 $539,843 - $596,593
9,570 Added 96.08%
19,530 $1.16 Million
Q1 2024

May 06, 2024

BUY
$46.44 - $57.96 $115,867 - $144,610
2,495 Added 33.42%
9,960 $577,000
Q4 2023

Feb 06, 2024

BUY
$38.67 - $50.51 $47,641 - $62,228
1,232 Added 19.77%
7,465 $367,000
Q3 2023

Nov 02, 2023

BUY
$40.43 - $47.13 $40,106 - $46,752
992 Added 18.93%
6,233 $254,000
Q2 2023

Aug 11, 2023

SELL
$36.72 - $42.68 $66,426 - $77,208
-1,809 Reduced 25.66%
5,241 $223,000
Q1 2023

May 09, 2023

BUY
$36.23 - $48.5 $61,953 - $82,935
1,710 Added 32.02%
7,050 $263,000
Q4 2022

Feb 07, 2023

SELL
$40.23 - $47.95 $127,810 - $152,337
-3,177 Reduced 37.3%
5,340 $220,000
Q3 2022

Nov 02, 2022

BUY
$1.55 - $45.53 $13,201 - $387,779
8,517 New
8,517 $343,000
Q2 2022

Aug 02, 2022

SELL
$37.43 - $49.33 $210,955 - $278,023
-5,636 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $258,185 - $332,862
5,636 New
5,636 $273,000
Q3 2021

Nov 02, 2021

SELL
$42.32 - $51.15 $283,840 - $343,063
-6,707 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$39.48 - $47.9 $264,792 - $321,265
6,707 New
6,707 $304,000
Q3 2020

Nov 12, 2020

SELL
$22.83 - $26.35 $331,605 - $382,733
-14,525 Closed
0 $0
Q2 2020

Aug 12, 2020

BUY
$22.53 - $33.32 $131,147 - $193,955
5,821 Added 66.88%
14,525 $372,000
Q1 2020

May 11, 2020

SELL
$25.25 - $53.75 $141,804 - $301,860
-5,616 Reduced 39.22%
8,704 $250,000
Q4 2019

Feb 13, 2020

BUY
$47.82 - $54.46 $376,104 - $428,327
7,865 Added 121.84%
14,320 $770,000
Q3 2019

Nov 13, 2019

BUY
$43.38 - $50.71 $51,665 - $60,395
1,191 Added 22.63%
6,455 $326,000
Q2 2019

Aug 12, 2019

BUY
$44.37 - $49.17 $13,799 - $15,291
311 Added 6.28%
5,264 $249,000
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $230,661 - $256,218
4,953 New
4,953 $239,000

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 $288B
  • 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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