A detailed history of Life Steps Financial, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Life Steps Financial, Inc. holds 14,410 shares of WFC stock, worth $1.07 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
14,410
Previous 14,405 0.03%
Holding current value
$1.07 Million
Previous $855,000 4.91%
% of portfolio
0.64%
Previous 0.71%

Shares

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

Oct 16, 2024

BUY
$51.58 - $60.97 $257 - $304
5 Added 0.03%
14,410 $813,000
Q2 2024

Jul 17, 2024

BUY
$56.41 - $62.34 $169 - $187
3 Added 0.02%
14,405 $855,000
Q1 2024

Apr 26, 2024

BUY
$46.44 - $57.96 $4,829 - $6,027
104 Added 0.73%
14,402 $834,000
Q4 2023

Jan 18, 2024

BUY
$38.67 - $50.51 $154 - $202
4 Added 0.03%
14,298 $703,000
Q3 2023

Oct 25, 2023

BUY
$40.43 - $47.13 $202 - $235
5 Added 0.03%
14,294 $584,000
Q2 2023

Jul 14, 2023

SELL
$36.72 - $42.68 $1,689 - $1,963
-46 Reduced 0.32%
14,289 $609,000
Q1 2023

Apr 12, 2023

SELL
$36.23 - $48.5 $4,709 - $6,305
-130 Reduced 0.9%
14,335 $535,000
Q4 2022

Jan 18, 2023

BUY
$40.23 - $47.95 $581,926 - $693,596
14,465 New
14,465 $0
Q2 2022

Jul 13, 2022

SELL
$37.43 - $49.33 $171,129 - $225,536
-4,572 Closed
0 $0
Q1 2022

Apr 12, 2022

BUY
$45.81 - $59.06 $209,443 - $270,022
4,572 New
4,572 $222,000
Q1 2020

May 21, 2020

SELL
$25.25 - $53.75 $129,431 - $275,522
-5,126 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$47.82 - $54.46 $245,125 - $279,161
5,126 New
5,126 $276,000

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 $281B
  • 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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