A detailed history of Marotta Asset Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Marotta Asset Management holds 35,237 shares of WFC stock, worth $1.9 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
35,237
Previous 35,181 0.16%
Holding current value
$1.9 Million
Previous $2.04 Million 2.6%
% of portfolio
0.43%
Previous 0.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$56.41 - $62.34 $3,158 - $3,491
56 Added 0.16%
35,237 $2.09 Million
Q4 2022

Jan 03, 2023

SELL
$40.23 - $47.95 $18,063 - $21,529
-449 Reduced 1.26%
35,181 $0
Q2 2022

Jul 21, 2022

SELL
$37.43 - $49.33 $7,448 - $9,816
-199 Reduced 0.56%
35,630 $1.4 Million
Q4 2021

Jan 13, 2022

BUY
$45.31 - $52.0 $33,982 - $39,000
750 Added 2.14%
35,829 $1.72 Million
Q2 2021

Jul 09, 2021

SELL
$39.48 - $47.9 $26,806 - $32,524
-679 Reduced 1.9%
35,079 $1.59 Million
Q1 2021

Apr 09, 2021

SELL
$29.7 - $40.81 $5,940 - $8,162
-200 Reduced 0.56%
35,758 $1.4 Million
Q4 2020

Jan 07, 2021

SELL
$21.14 - $30.35 $9,893 - $14,203
-468 Reduced 1.28%
35,958 $1.09 Million
Q2 2020

Jul 06, 2020

SELL
$22.53 - $33.32 $8,403 - $12,428
-373 Reduced 1.01%
36,426 $932,000
Q1 2020

Apr 02, 2020

SELL
$25.25 - $53.75 $5,605 - $11,932
-222 Reduced 0.6%
36,799 $1.06 Million
Q4 2019

Feb 04, 2020

BUY
$47.82 - $54.46 $1.77 Million - $2.02 Million
37,021 New
37,021 $1.99 Million

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 $205B
  • 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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