A detailed history of High Mark Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, High Mark Wealth Management LLC holds 74,770 shares of WFC stock, worth $5.26 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
74,770
Previous 74,785 0.02%
Holding current value
$5.26 Million
Previous $4.44 Million 4.95%
% of portfolio
2.32%
Previous 2.69%

Shares

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

Oct 17, 2024

SELL
$51.58 - $60.97 $773 - $914
-15 Reduced 0.02%
74,770 $4.22 Million
Q2 2024

Jul 29, 2024

BUY
$56.41 - $62.34 $564 - $623
10 Added 0.01%
74,785 $4.44 Million
Q1 2024

Apr 26, 2024

SELL
$46.44 - $57.96 $3,808 - $4,752
-82 Reduced 0.11%
74,775 $4.33 Million
Q4 2023

Jan 22, 2024

SELL
$38.67 - $50.51 $1,546 - $2,020
-40 Reduced 0.05%
74,857 $3.68 Million
Q3 2023

Oct 18, 2023

BUY
$40.43 - $47.13 $4,932 - $5,749
122 Added 0.16%
74,897 $3.06 Million
Q2 2023

Jul 26, 2023

BUY
$36.72 - $42.68 $1,211 - $1,408
33 Added 0.04%
74,775 $3.19 Million
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $494,539 - $662,025
13,650 Added 22.34%
74,742 $2.79 Million
Q4 2022

Feb 01, 2023

BUY
$40.23 - $47.95 $250,431 - $298,488
6,225 Added 11.35%
61,092 $2.52 Million
Q3 2022

Oct 21, 2022

BUY
$1.55 - $45.53 $72 - $2,139
47 Added 0.09%
54,867 $2.21 Million
Q2 2022

Jul 19, 2022

BUY
$37.43 - $49.33 $18,715 - $24,665
500 Added 0.92%
54,820 $2.15 Million
Q1 2022

Apr 25, 2022

BUY
$45.81 - $59.06 $824 - $1,063
18 Added 0.03%
54,320 $2.63 Million
Q4 2021

Jan 20, 2022

BUY
$45.31 - $52.0 $3,579 - $4,108
79 Added 0.15%
54,302 $2.61 Million
Q3 2021

Nov 01, 2021

BUY
$42.32 - $51.15 $2,454 - $2,966
58 Added 0.11%
54,223 $2.52 Million
Q2 2021

Aug 02, 2021

BUY
$39.48 - $47.9 $908 - $1,101
23 Added 0.04%
54,165 $2.45 Million
Q1 2021

Apr 22, 2021

BUY
$29.7 - $40.81 $1.49 Million - $2.05 Million
50,128 Added 1248.83%
54,142 $2.12 Million
Q4 2020

Jan 27, 2021

BUY
$21.14 - $30.35 $76,886 - $110,382
3,637 Added 964.72%
4,014 $121,000
Q3 2020

Oct 26, 2020

SELL
$22.83 - $26.35 $205 - $237
-9 Reduced 2.33%
377 $9,000
Q2 2020

Jul 22, 2020

BUY
$22.53 - $33.32 $157 - $233
7 Added 1.85%
386 $10,000
Q1 2020

Apr 30, 2020

SELL
$25.25 - $53.75 $75 - $161
-3 Reduced 0.79%
379 $10,000
Q4 2019

Mar 19, 2020

BUY
$47.82 - $54.46 $18,267 - $20,803
382 New
382 $20,000

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 $267B
  • 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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