A detailed history of Keebeck Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 3,586 shares of WFC stock, worth $250,876. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,586
Previous 3,533 1.5%
Holding current value
$250,876
Previous $209,000 3.35%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$51.58 - $60.97 $2,733 - $3,231
53 Added 1.5%
3,586 $202,000
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $164,072 - $204,772
3,533 New
3,533 $204,000
Q3 2021

Nov 16, 2021

SELL
$42.32 - $51.15 $229,332 - $277,181
-5,419 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$29.7 - $40.81 $160,944 - $221,149
5,419 New
5,419 $212,000
Q3 2020

Nov 02, 2020

SELL
$22.83 - $26.35 $127,847 - $147,560
-5,600 Closed
0 $0
Q2 2020

Aug 06, 2020

BUY
$22.53 - $33.32 $126,168 - $186,592
5,600 New
5,600 $143,000
Q1 2020

May 14, 2020

SELL
$25.25 - $53.75 $67,543 - $143,781
-2,675 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $127,918 - $145,680
2,675 New
2,675 $143,000

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 $266B
  • 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 Keebeck Wealth Management, LLC Portfolio

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

News

Stay updated on Keebeck Wealth Management, LLC with notifications on news.