A detailed history of Lummis Asset Management, LP transactions in Wells Fargo & Company stock. As of the latest transaction made, Lummis Asset Management, LP holds 28,074 shares of WFC stock, worth $2.07 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
28,074
Previous 27,878 0.7%
Holding current value
$2.07 Million
Previous $1.66 Billion 4.21%
% of portfolio
1.85%
Previous 2.19%

Shares

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

Nov 06, 2024

BUY
$51.58 - $60.97 $10,109 - $11,950
196 Added 0.7%
28,074 $1.59 Billion
Q1 2024

May 16, 2024

SELL
$46.44 - $57.96 $284,723 - $355,352
-6,131 Reduced 18.03%
27,878 $1.62 Billion
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $1.32 Million - $1.72 Million
34,009 New
34,009 $1.67 Billion

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 $279B
  • 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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