A detailed history of Jgp Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 3,533 shares of WFC stock, worth $278,400. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,533
Holding current value
$278,400
% of portfolio
0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$54.98 - $77.35 $194,244 - $273,277
3,533 New
3,533 $248,000
Q1 2020

Apr 14, 2020

SELL
$25.25 - $53.75 $127,007 - $270,362
-5,030 Closed
0 $0
Q4 2019

Jan 09, 2020

SELL
$47.82 - $54.46 $73,164 - $83,323
-1,530 Reduced 23.32%
5,030 $267,000
Q3 2019

Oct 24, 2019

BUY
$43.38 - $50.71 $997 - $1,166
23 Added 0.35%
6,560 $318,000
Q2 2019

Jul 15, 2019

BUY
$44.37 - $49.17 $15,085 - $16,717
340 Added 5.49%
6,537 $309,000
Q3 2018

Nov 27, 2018

SELL
$52.56 - $59.19 $43,046 - $48,476
-819 Reduced 11.67%
6,197 $325,000
Q2 2018

Aug 10, 2018

BUY
$50.39 - $56.18 $353,536 - $394,158
7,016 New
7,016 $389,000

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 $299B
  • 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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