A detailed history of Executive Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Executive Wealth Management, LLC holds 3,981 shares of WFC stock, worth $237,347. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,981
Holding current value
$237,347
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $184,877 - $230,738
3,981 New
3,981 $230,000
Q3 2019

Oct 30, 2019

SELL
$43.38 - $50.71 $13,838 - $16,176
-319 Reduced 18.82%
1,376 $69,000
Q2 2019

Aug 01, 2019

BUY
$44.37 - $49.17 $27,110 - $30,042
611 Added 56.37%
1,695 $80,000
Q1 2019

May 02, 2019

SELL
$46.57 - $51.73 $82,987 - $92,182
-1,782 Reduced 62.18%
1,084 $52,000
Q4 2018

Feb 19, 2019

BUY
$43.6 - $54.46 $124,957 - $156,082
2,866 New
2,866 $132,000

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 $226B
  • 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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