A detailed history of Key Client Fiduciary Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 6,658 shares of WFC stock, worth $514,064. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,658
Previous 6,245 6.61%
Holding current value
$514,064
Previous $370,000 1.35%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Oct 18, 2024

BUY
$51.58 - $60.97 $21,302 - $25,180
413 Added 6.61%
6,658 $375,000
Q2 2024

Jul 16, 2024

SELL
$56.41 - $62.34 $8,179 - $9,039
-145 Reduced 2.27%
6,245 $370,000
Q1 2024

Apr 15, 2024

BUY
$46.44 - $57.96 $59,350 - $74,072
1,278 Added 25.0%
6,390 $370,000
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $1,617 - $1,885
40 Added 0.79%
5,112 $208,000
Q2 2023

Jul 13, 2023

BUY
$36.72 - $42.68 $186,243 - $216,472
5,072 New
5,072 $216,000
Q4 2022

Jan 17, 2023

BUY
$40.23 - $47.95 $201,793 - $240,517
5,016 New
5,016 $0

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 $293B
  • 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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