A detailed history of Keystone Wealth Services, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 35,970 shares of WFC stock, worth $2.55 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
35,970
Previous 36,078 0.3%
Holding current value
$2.55 Million
Previous $2.14 Million 5.23%
% of portfolio
0.6%
Previous 0.72%

Shares

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

Oct 15, 2024

SELL
$51.58 - $60.97 $5,570 - $6,584
-108 Reduced 0.3%
35,970 $2.03 Million
Q2 2024

Jul 12, 2024

BUY
$56.41 - $62.34 $112 - $124
2 Added 0.01%
36,078 $2.14 Million
Q1 2024

Apr 12, 2024

SELL
$46.44 - $57.96 $5,061 - $6,317
-109 Reduced 0.3%
36,076 $2.09 Million
Q4 2023

Jan 17, 2024

BUY
$38.67 - $50.51 $82,405 - $107,636
2,131 Added 6.26%
36,185 $1.78 Million
Q3 2023

Oct 05, 2023

SELL
$40.43 - $47.13 $15,403 - $17,956
-381 Reduced 1.11%
34,054 $1.39 Million
Q2 2023

Jul 20, 2023

SELL
$36.72 - $42.68 $2,680 - $3,115
-73 Reduced 0.21%
34,435 $1.47 Million
Q1 2023

Apr 07, 2023

SELL
$36.23 - $48.5 $833 - $1,115
-23 Reduced 0.07%
34,508 $1.29 Million
Q4 2022

Feb 09, 2023

BUY
$40.23 - $47.95 $3,218 - $3,836
80 Added 0.23%
34,531 $1.43 Million
Q3 2022

Oct 31, 2022

BUY
$1.55 - $45.53 $53,399 - $1.57 Million
34,451 New
34,451 $1.39 Million

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 $269B
  • 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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