A detailed history of Legacy Capital Wealth Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 12,580 shares of WFC stock, worth $884,877. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,580
Previous 12,463 0.94%
Holding current value
$884,877
Previous $740,000 4.05%
% of portfolio
0.12%
Previous 0.19%

Shares

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

Nov 04, 2024

BUY
$51.58 - $60.97 $6,034 - $7,133
117 Added 0.94%
12,580 $710,000
Q2 2024

Aug 01, 2024

BUY
$56.41 - $62.34 $703,037 - $776,943
12,463 New
12,463 $740,000
Q4 2023

Feb 05, 2024

SELL
$38.67 - $50.51 $11,252 - $14,698
-291 Reduced 2.24%
12,711 $625,000
Q3 2023

Oct 16, 2023

BUY
$40.43 - $47.13 $525,670 - $612,784
13,002 New
13,002 $531,000
Q1 2023

May 10, 2023

BUY
$36.23 - $48.5 $379,364 - $507,843
10,471 New
10,471 $391,000

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 $267B
  • 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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