A detailed history of Heritage Investment Group, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 6,205 shares of WFC stock, worth $479,088. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,205
Previous 6,205 -0.0%
Holding current value
$479,088
Previous $368,000 4.89%
% of portfolio
0.07%
Previous 0.05%

Shares

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

May 02, 2024

SELL
$46.44 - $57.96 $17,136 - $21,387
-369 Reduced 5.61%
6,205 $359,000
Q4 2023

Feb 01, 2024

SELL
$38.67 - $50.51 $9,706 - $12,678
-251 Reduced 3.68%
6,574 $323,000
Q3 2023

Nov 03, 2023

BUY
$40.43 - $47.13 $19,931 - $23,235
493 Added 7.79%
6,825 $278,000
Q2 2023

Jul 17, 2023

SELL
$36.72 - $42.68 $13,549 - $15,748
-369 Reduced 5.51%
6,332 $270,000
Q1 2023

May 02, 2023

BUY
$36.23 - $48.5 $13,368 - $17,896
369 Added 5.83%
6,701 $250,000
Q4 2022

Feb 06, 2023

SELL
$40.23 - $47.95 $14,844 - $17,693
-369 Reduced 5.51%
6,332 $261,000
Q3 2022

Nov 07, 2022

BUY
$1.55 - $45.53 $571 - $16,800
369 Added 5.83%
6,701 $270,000
Q4 2021

Feb 09, 2022

BUY
$45.31 - $52.0 $286,902 - $329,264
6,332 New
6,332 $304,000

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 $293B
  • 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
Track This Portfolio

Track Heritage Investment Group, Inc. Portfolio

Follow Heritage Investment Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Investment Group, Inc. with notifications on news.