A detailed history of Golden State Equity Partners transactions in Wells Fargo & Company stock. As of the latest transaction made, Golden State Equity Partners holds 60,646 shares of WFC stock, worth $3.58 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
60,646
Previous 60,998 0.58%
Holding current value
$3.58 Million
Previous $2.49 Million 19.74%
% of portfolio
0.74%
Previous 0.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024

SELL
$38.67 - $50.51 $13,611 - $17,779
-352 Reduced 0.58%
60,646 $2.98 Million
Q3 2023

Oct 20, 2023

BUY
$40.43 - $47.13 $1.66 Million - $1.93 Million
41,007 Added 205.13%
60,998 $2.49 Million
Q2 2023

Jul 19, 2023

SELL
$36.72 - $42.68 $176,733 - $205,418
-4,813 Reduced 19.4%
19,991 $853,000
Q1 2023

Jun 01, 2023

BUY
$36.23 - $48.5 $593,157 - $794,042
16,372 Added 194.17%
24,804 $927 Million
Q1 2022

May 18, 2022

SELL
$45.81 - $59.06 $172,108 - $221,888
-3,757 Reduced 30.82%
8,432 $409,000
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $558,378 - $719,882
12,189 New
12,189 $476,000
Q4 2021

Feb 11, 2022

SELL
$45.31 - $52.0 $281,103 - $322,608
-6,204 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $491,377 - $593,902
-11,611 Reduced 65.18%
6,204 $288,000
Q2 2021

Aug 12, 2021

BUY
$39.48 - $47.9 $222,114 - $269,485
5,626 Added 46.16%
17,815 $807,000
Q1 2021

May 13, 2021

SELL
$29.7 - $40.81 $74,962 - $103,004
-2,524 Reduced 17.15%
12,189 $476,000
Q4 2020

Feb 08, 2021

BUY
$21.14 - $30.35 $311,032 - $446,539
14,713 New
14,713 $444,000

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 $224B
  • 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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