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 $917,176. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,898
Previous 12,150 6.16%
Holding current value
$917,176
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 $270B
  • 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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