A detailed history of Journey Strategic Wealth LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 10,129 shares of WFC stock, worth $617,565. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,129
Previous 7,193 40.82%
Holding current value
$617,565
Previous $354,000 65.82%
% of portfolio
0.03%
Previous 0.02%

Shares

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

May 13, 2024

BUY
$46.44 - $57.96 $136,347 - $170,170
2,936 Added 40.82%
10,129 $587,000
Q4 2023

Feb 09, 2024

BUY
$38.67 - $50.51 $278,153 - $363,318
7,193 New
7,193 $354,000
Q1 2023

May 11, 2023

BUY
$36.23 - $48.5 $37,969 - $50,828
1,048 Added 10.3%
11,225 $419,000
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $204,810 - $244,113
-5,091 Reduced 33.34%
10,177 $420,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $7,326 - $215,220
4,727 Added 44.84%
15,268 $614,000
Q2 2022

Aug 15, 2022

SELL
$37.43 - $49.33 $104,017 - $137,088
-2,779 Reduced 20.86%
10,541 $413,000
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $39,350 - $50,732
-859 Reduced 6.06%
13,320 $646,000
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $642,450 - $737,308
14,179 New
14,179 $680,000

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 $231B
  • 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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