Marks Group Wealth Management, Inc Wells Fargo & Company Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 31,148 shares of WFC stock, worth $2.19 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

31,148

Previous 31,412 0.84%

Holding current value

$2.19 Million

Previous $1.87 Million 5.74%

% of portfolio

0.18%

Previous 0.2%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$51.58 - $60.97 $13,617 - $16,096	-264 Reduced 0.84%	31,148 $1.76 Million
Q2 2024 Aug 14, 2024	SELL	$56.41 - $62.34 $309,183 - $341,685	-5,481 Reduced 14.86%	31,412 $1.87 Million
Q1 2024 Apr 29, 2024	SELL	$46.44 - $57.96 $179,211 - $223,667	-3,859 Reduced 9.47%	36,893 $2.14 Million
Q4 2023 Feb 01, 2024	SELL	$38.67 - $50.51 $160,364 - $209,464	-4,147 Reduced 9.24%	40,752 $2.01 Million
Q3 2023 Oct 30, 2023	SELL	$40.43 - $47.13 $415,943 - $484,873	-10,288 Reduced 18.64%	44,899 $1.83 Million
Q2 2023 Jul 19, 2023	BUY	$36.72 - $42.68 $111,702 - $129,832	3,042 Added 5.83%	55,187 $2.36 Million
Q1 2023 May 03, 2023	BUY	$36.23 - $48.5 $205,387 - $274,946	5,669 Added 12.2%	52,145 $1.95 Million
Q4 2022 Feb 06, 2023	BUY	$40.23 - $47.95 $193,425 - $230,543	4,808 Added 11.54%	46,476 $1.92 Million
Q3 2022 Nov 10, 2022	BUY	$1.55 - $45.53 $8,170 - $239,988	5,271 Added 14.48%	41,668 $1.68 Million
Q2 2022 Aug 09, 2022	BUY	$37.43 - $49.33 $298,766 - $393,752	7,982 Added 28.09%	36,397 $1.43 Million
Q1 2022 May 10, 2022	BUY	$45.81 - $59.06 $230,057 - $296,599	5,022 Added 21.47%	28,415 $1.38 Million
Q4 2021 Feb 14, 2022	BUY	$45.31 - $52.0 $171,770 - $197,132	3,791 Added 19.34%	23,393 $837,000
Q3 2021 Nov 15, 2021	BUY	$42.32 - $51.15 $144,268 - $174,370	3,409 Added 21.05%	19,602 $908,000
Q2 2021 Aug 10, 2021	SELL	$39.48 - $47.9 $51,876 - $62,940	-1,314 Reduced 7.51%	16,193 $734,000
Q1 2021 May 17, 2021	BUY	$29.7 - $40.81 $74,695 - $102,637	2,515 Added 16.78%	17,507 $681,000
Q4 2020 Feb 08, 2021	SELL	$21.14 - $30.35 $211,061 - $303,014	-9,984 Reduced 39.97%	14,992 $452,000
Q3 2020 Nov 10, 2020	BUY	$22.83 - $26.35 $20,204 - $23,319	885 Added 3.67%	24,976 $587,000
Q2 2020 Aug 10, 2020	BUY	$22.53 - $33.32 $119,769 - $177,129	5,316 Added 28.31%	24,091 $621,000
Q1 2020 Apr 23, 2020	BUY	$25.25 - $53.75 $54,514 - $116,046	2,159 Added 12.99%	18,775 $540,000
Q4 2019 Feb 12, 2020	BUY	$47.82 - $54.46 $794,577 - $904,907	16,616 New	16,616 $894,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

View Full List

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...

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Marks Group Wealth Management, Inc Wells Fargo & Company Transaction History