A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 758 shares of WFC stock, worth $54,955. This represents 0.04% of its overall portfolio holdings.

Number of Shares
758
Previous 535 41.68%
Holding current value
$54,955
Previous $37.6 Million 44.81%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$66.78 - $81.42 $14,891 - $18,156
223 Added 41.68%
758 $54.4 Million
Q4 2024

Feb 14, 2025

BUY
$54.98 - $77.35 $29,414 - $41,382
535 New
535 $37.6 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 $275B
  • 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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