A detailed history of Legacy Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Legacy Advisors, LLC holds 8,633 shares of WFC stock, worth $526,354. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,633
Previous 7,776 11.02%
Holding current value
$526,354
Previous $382,000 30.89%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 30, 2024

BUY
$46.44 - $57.96 $39,799 - $49,671
857 Added 11.02%
8,633 $500,000
Q4 2023

Feb 12, 2024

BUY
$38.67 - $50.51 $300,697 - $392,765
7,776 New
7,776 $382,000
Q3 2019

Oct 10, 2019

SELL
$43.38 - $50.71 $96,303 - $112,576
-2,220 Closed
0 $0
Q2 2019

Jul 15, 2019

BUY
$44.37 - $49.17 $46,588 - $51,628
1,050 Added 89.74%
2,220 $105,000
Q1 2019

Apr 08, 2019

BUY
$46.57 - $51.73 $54,486 - $60,524
1,170 New
1,170 $57,000
Q4 2018

Jan 14, 2019

SELL
$43.6 - $54.46 $162,366 - $202,809
-3,724 Closed
0 $0
Q3 2018

Oct 18, 2018

BUY
$52.56 - $59.19 $126,354 - $142,292
2,404 Added 182.12%
3,724 $196,000
Q2 2018

Jul 19, 2018

BUY
$50.39 - $56.18 $40,664 - $45,337
807 Added 157.31%
1,320 $73,000
Q1 2018

Apr 17, 2018

BUY
$50.98 - $65.93 $10,196 - $13,186
200 Added 63.9%
513 $26,000
Q4 2017

Jan 26, 2018

SELL
$53.19 - $61.61 $5,744 - $6,653
-108 Reduced 25.65%
313 $18,000
Q3 2017

Nov 03, 2017

BUY
$49.58 - $55.15 $396 - $441
8 Added 1.94%
421 $23,000
Q2 2017

Nov 01, 2017

BUY
N/A
200 Added 93.9%
413 $22,000
Q4 2016

Nov 03, 2017

BUY
N/A
213
213 $11,000

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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