A detailed history of Mascoma Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 379 shares of WFC stock, worth $29,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares
379
Previous 681 44.35%
Holding current value
$29,262
Previous $40,000 47.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024

SELL
$51.58 - $60.97 $15,577 - $18,412
-302 Reduced 44.35%
379 $21,000
Q1 2024

May 02, 2024

SELL
$46.44 - $57.96 $27,864 - $34,776
-600 Reduced 46.84%
681 $39,000
Q4 2023

Jan 24, 2024

SELL
$38.67 - $50.51 $4,795 - $6,263
-124 Reduced 8.83%
1,281 $63,000
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $5,013 - $5,844
124 Added 9.68%
1,405 $57,000
Q2 2023

Aug 09, 2023

SELL
$36.72 - $42.68 $1,211 - $1,408
-33 Reduced 2.51%
1,281 $54,000
Q4 2022

Jan 24, 2023

SELL
$40.23 - $47.95 $23,132 - $27,571
-575 Reduced 30.44%
1,314 $0
Q3 2022

Oct 18, 2022

SELL
$1.55 - $45.53 $173 - $5,099
-112 Reduced 5.6%
1,889 $76,000
Q2 2022

Jul 14, 2022

SELL
$37.43 - $49.33 $1,272 - $1,677
-34 Reduced 1.67%
2,001 $78,000
Q1 2022

Apr 25, 2022

BUY
$45.81 - $59.06 $14,338 - $18,485
313 Added 18.18%
2,035 $99,000
Q3 2021

Oct 06, 2021

BUY
$42.32 - $51.15 $72,875 - $88,080
1,722 New
1,722 $80,000
Q2 2021

Jul 06, 2021

SELL
$39.48 - $47.9 $66,681 - $80,903
-1,689 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$29.7 - $40.81 $50,163 - $68,928
1,689 New
1,689 $65,000
Q3 2019

Nov 21, 2019

SELL
$43.38 - $50.71 $63,508 - $74,239
-1,464 Closed
0 $0
Q4 2018

Jan 28, 2019

SELL
$43.6 - $54.46 $23,980 - $29,953
-550 Reduced 27.31%
1,464 $67,000
Q2 2018

Aug 13, 2018

BUY
$50.39 - $56.18 $30,234 - $33,708
600 Added 42.43%
2,014 $112,000
Q1 2018

Apr 24, 2018

SELL
$50.98 - $65.93 $25,490 - $32,965
-500 Reduced 26.12%
1,414 $74,000
Q4 2017

Feb 05, 2018

BUY
$53.19 - $61.61 $13,403 - $15,525
252 Added 15.16%
1,914 $123,000
Q3 2017

Nov 07, 2017

BUY
$49.58 - $55.15 $82,401 - $91,659
1,662
1,662 $92,000

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 $293B
  • 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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