A detailed history of Everhart Financial Group, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 15,275 shares of WFC stock, worth $870,064. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,275
Previous 10,220 49.46%
Holding current value
$870,064
Previous $592,000 53.21%
% of portfolio
0.24%
Previous 0.17%

Shares

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

Jul 24, 2024

BUY
$56.41 - $62.34 $285,152 - $315,128
5,055 Added 49.46%
15,275 $907,000
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $89,257 - $111,399
1,922 Added 23.16%
10,220 $592,000
Q4 2023

Jan 12, 2024

SELL
$38.67 - $50.51 $21,693 - $28,336
-561 Reduced 6.33%
8,298 $408,000
Q3 2023

Oct 25, 2023

BUY
$40.43 - $47.13 $59,553 - $69,422
1,473 Added 19.94%
8,859 $361,000
Q2 2023

Jul 13, 2023

BUY
$36.72 - $42.68 $45,496 - $52,880
1,239 Added 20.16%
7,386 $315,000
Q1 2023

Apr 25, 2023

BUY
$36.23 - $48.5 $222,705 - $298,129
6,147 New
6,147 $229,000
Q3 2022

Oct 12, 2022

BUY
$1.55 - $45.53 $7,695 - $226,056
4,965 Added 92.18%
10,351 $417,000
Q2 2022

Jul 12, 2022

SELL
$37.43 - $49.33 $69,282 - $91,309
-1,851 Reduced 25.58%
5,386 $211,000
Q1 2022

Apr 18, 2022

BUY
$45.81 - $59.06 $331,526 - $427,417
7,237 New
7,237 $351,000

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
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