A detailed history of First Purpose Wealth LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, First Purpose Wealth LLC holds 12,082 shares of WFC stock, worth $717,549. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,082
Previous 13,744 12.09%
Holding current value
$717,549
Previous $676,000 3.55%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Apr 22, 2024

SELL
$46.44 - $57.96 $77,183 - $96,329
-1,662 Reduced 12.09%
12,082 $700,000
Q4 2023

Apr 22, 2024

BUY
$38.67 - $50.51 $3,828 - $5,000
99 Added 0.73%
13,744 $676,000
Q3 2023

Oct 30, 2023

BUY
$40.43 - $47.13 $125,494 - $146,291
3,104 Added 29.45%
13,645 $557,000
Q2 2023

Jul 21, 2023

BUY
$36.72 - $42.68 $11,676 - $13,572
318 Added 3.11%
10,541 $449,000
Q1 2023

May 03, 2023

BUY
$36.23 - $48.5 $154,991 - $207,483
4,278 Added 71.96%
10,223 $382,000
Q4 2022

Jan 26, 2023

BUY
$40.23 - $47.95 $6,396 - $7,624
159 Added 2.75%
5,945 $0
Q3 2022

Oct 24, 2022

BUY
$1.55 - $45.53 $8,968 - $263,436
5,786 New
5,786 $233,000
Q2 2022

Jul 25, 2022

SELL
$37.43 - $49.33 $163,793 - $215,868
-4,376 Closed
0 $0
Q1 2022

Apr 18, 2022

SELL
$45.81 - $59.06 $12,185 - $15,709
-266 Reduced 5.73%
4,376 $212,000
Q4 2021

Feb 24, 2022

BUY
$45.31 - $52.0 $210,329 - $241,384
4,642 New
4,642 $223,000

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 $225B
  • 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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