A detailed history of Liberty Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Liberty Wealth Management LLC holds 12,898 shares of WFC stock, worth $979,732. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,898
Previous 12,150 6.16%
Holding current value
$979,732
Previous $722,000 0.83%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 01, 2024

BUY
$51.58 - $60.97 $38,581 - $45,605
748 Added 6.16%
12,898 $728,000
Q2 2024

Aug 06, 2024

BUY
$56.41 - $62.34 $15,907 - $17,579
282 Added 2.38%
12,150 $722,000
Q1 2024

May 02, 2024

BUY
$46.44 - $57.96 $551,149 - $687,869
11,868 New
11,868 $688,000
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $1,051 - $1,225
26 Added 0.18%
14,821 $606,000
Q2 2023

Aug 10, 2023

BUY
$36.72 - $42.68 $807 - $938
22 Added 0.15%
14,795 $631,000
Q1 2023

May 03, 2023

BUY
$36.23 - $48.5 $77,822 - $104,178
2,148 Added 17.01%
14,773 $552,000
Q3 2022

Nov 15, 2022

BUY
$1.55 - $45.53 $119 - $3,505
77 Added 0.61%
12,625 $507,000
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $8,534 - $11,247
228 Added 1.85%
12,548 $491,000
Q1 2022

May 09, 2022

BUY
$45.81 - $59.06 $1,557 - $2,008
34 Added 0.28%
12,320 $597,000
Q4 2021

Feb 15, 2022

SELL
$45.31 - $52.0 $4,666 - $5,356
-103 Reduced 0.83%
12,286 $589,000
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $1,523 - $1,841
36 Added 0.29%
12,389 $575,000
Q2 2021

Aug 13, 2021

SELL
$39.48 - $47.9 $21.6 Million - $26.2 Million
-547,109 Reduced 97.79%
12,353 $559,000
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $21.7 Million - $26.3 Million
549,726 Added 5646.32%
559,462 $12.4 Million
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $34,183 - $49,075
-1,617 Reduced 14.24%
9,736 $291,000
Q3 2020

Nov 05, 2020

BUY
$22.83 - $26.35 $259,188 - $299,151
11,353 New
11,353 $267,000
Q3 2019

Oct 30, 2019

SELL
$43.38 - $50.71 $481,951 - $563,388
-11,110 Closed
0 $0
Q2 2019

Jul 30, 2019

BUY
$44.37 - $49.17 $165,278 - $183,158
3,725 Added 50.44%
11,110 $526,000
Q1 2019

Apr 18, 2019

SELL
$46.57 - $51.73 $9,593 - $10,656
-206 Reduced 2.71%
7,385 $356,000
Q4 2018

Mar 26, 2019

BUY
$43.6 - $54.46 $330,967 - $413,405
7,591 New
7,591 $349,000

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 $288B
  • 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 Liberty Wealth Management LLC Portfolio

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.