A detailed history of Kathleen S. Wright Associates Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 7,094 shares of WFC stock, worth $430,322. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,094
Previous 7,075 0.27%
Holding current value
$430,322
Previous $348,000 18.1%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Apr 17, 2024

BUY
$46.44 - $57.96 $882 - $1,101
19 Added 0.27%
7,094 $411,000
Q4 2023

Jan 31, 2024

SELL
$38.67 - $50.51 $77,340 - $101,020
-2,000 Reduced 22.04%
7,075 $348,000
Q3 2023

Oct 20, 2023

BUY
$40.43 - $47.13 $64,688 - $75,408
1,600 Added 21.4%
9,075 $370,000
Q2 2023

Jul 20, 2023

SELL
$36.72 - $42.68 $128,520 - $149,380
-3,500 Reduced 31.89%
7,475 $319,000
Q4 2022

Feb 01, 2023

SELL
$40.23 - $47.95 $154,563 - $184,223
-3,842 Reduced 25.93%
10,975 $453,000
Q4 2021

Feb 02, 2022

BUY
$45.31 - $52.0 $671,358 - $770,484
14,817 New
14,817 $711,000

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 $230B
  • 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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