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 $2.32 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
31,148
Previous 31,412 0.84%
Holding current value
$2.32 Million
Previous $1.87 Million 5.74%
% of portfolio
0.18%
Previous 0.2%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $282B
  • 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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