A detailed history of Gradient Capital Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 4,278 shares of WFC stock, worth $316,957. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,278
Previous 4,260 0.42%
Holding current value
$316,957
Previous $253,000 4.74%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 16, 2024

BUY
$51.58 - $60.97 $928 - $1,097
18 Added 0.42%
4,278 $241,000
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $902 - $997
16 Added 0.38%
4,260 $253,000
Q1 2024

Apr 17, 2024

BUY
$46.44 - $57.96 $789 - $985
17 Added 0.4%
4,244 $245,000
Q4 2023

Jan 31, 2024

BUY
$38.67 - $50.51 $163,458 - $213,505
4,227 New
4,227 $208,000

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 $281B
  • 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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