A detailed history of Ica Group Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 3,766 shares of WFC stock, worth $224,528. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,766
Previous 4,758 20.85%
Holding current value
$224,528
Previous $234,000 6.84%
% of portfolio
0.04%
Previous 0.05%

Shares

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

May 14, 2024

SELL
$46.44 - $57.96 $46,068 - $57,496
-992 Reduced 20.85%
3,766 $218,000
Q4 2023

Mar 07, 2024

BUY
$38.67 - $50.51 $183,991 - $240,326
4,758 New
4,758 $234,000
Q2 2023

Aug 11, 2023

SELL
$36.72 - $42.68 $1.26 Million - $1.46 Million
-34,207 Reduced 88.26%
4,551 $194,000
Q1 2023

May 12, 2023

SELL
$36.23 - $48.5 $12,426 - $16,635
-343 Reduced 0.88%
38,758 $1.45 Million
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $955,623 - $1.14 Million
-23,754 Reduced 37.79%
39,101 $1.61 Million
Q3 2022

Nov 10, 2022

BUY
$1.55 - $45.53 $15,527 - $456,119
10,018 Added 18.96%
62,855 $2.53 Million
Q2 2022

Oct 03, 2022

SELL
$37.43 - $49.33 $49,594 - $65,362
-1,325 Reduced 2.45%
52,837 $2.4 Million
Q1 2022

Oct 03, 2022

BUY
$45.81 - $59.06 $2.48 Million - $3.2 Million
54,162 New
54,162 $2.44 Million

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 $226B
  • 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 Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC 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 Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.