A detailed history of Northwest Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 14,415 shares of WFC stock, worth $1.01 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,415
Previous 14,571 1.07%
Holding current value
$1.01 Million
Previous $865,000 6.01%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Nov 04, 2024

SELL
$51.58 - $60.97 $8,046 - $9,511
-156 Reduced 1.07%
14,415 $813,000
Q2 2024

Aug 05, 2024

SELL
$56.41 - $62.34 $7,897 - $8,727
-140 Reduced 0.95%
14,571 $865,000
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $4,829 - $6,027
104 Added 0.71%
14,711 $852,000
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $28,847 - $37,680
-746 Reduced 4.86%
14,607 $718,000
Q3 2023

Nov 01, 2023

BUY
$40.43 - $47.13 $33,920 - $39,542
839 Added 5.78%
15,353 $627,000
Q2 2023

Aug 07, 2023

SELL
$36.72 - $42.68 $4,920 - $5,719
-134 Reduced 0.91%
14,514 $619,000
Q1 2023

May 10, 2023

SELL
$36.23 - $48.5 $30,034 - $40,206
-829 Reduced 5.36%
14,648 $547,000
Q4 2022

Feb 07, 2023

SELL
$40.23 - $47.95 $53,707 - $64,013
-1,335 Reduced 7.94%
15,477 $639,000
Q3 2022

Oct 27, 2022

SELL
$1.55 - $45.53 $271 - $7,967
-175 Reduced 1.03%
16,812 $676,000
Q2 2022

Jul 26, 2022

BUY
$37.43 - $49.33 $102,633 - $135,262
2,742 Added 19.25%
16,987 $665,000
Q1 2022

Apr 29, 2022

BUY
$45.81 - $59.06 $20,064 - $25,868
438 Added 3.17%
14,245 $690,000
Q4 2021

Jan 24, 2022

BUY
$45.31 - $52.0 $223,197 - $256,152
4,926 Added 55.47%
13,807 $662,000
Q3 2021

Oct 20, 2021

SELL
$42.32 - $51.15 $19,848 - $23,989
-469 Reduced 5.02%
8,881 $412,000
Q2 2021

Aug 02, 2021

SELL
$39.48 - $47.9 $1,381 - $1,676
-35 Reduced 0.37%
9,350 $423,000
Q1 2021

May 10, 2021

SELL
$29.7 - $40.81 $1,306 - $1,795
-44 Reduced 0.47%
9,385 $367,000
Q4 2020

Jan 28, 2021

BUY
$21.14 - $30.35 $199,329 - $286,170
9,429 New
9,429 $285,000
Q3 2020

Oct 19, 2020

SELL
$22.83 - $26.35 $191,817 - $221,392
-8,402 Closed
0 $0
Q2 2020

Jul 13, 2020

BUY
$22.53 - $33.32 $189,297 - $279,954
8,402 New
8,402 $215,000
Q1 2020

Apr 29, 2020

SELL
$25.25 - $53.75 $146,828 - $312,556
-5,815 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$47.82 - $54.46 $116,632 - $132,827
-2,439 Reduced 29.55%
5,815 $313,000
Q3 2019

Oct 28, 2019

SELL
$43.38 - $50.71 $4,554 - $5,324
-105 Reduced 1.26%
8,254 $416,000
Q2 2019

Jul 23, 2019

SELL
$44.37 - $49.17 $5,501 - $6,097
-124 Reduced 1.46%
8,359 $396,000
Q1 2019

Apr 12, 2019

SELL
$46.57 - $51.73 $3,958 - $4,397
-85 Reduced 0.99%
8,483 $410,000
Q4 2018

Jan 24, 2019

SELL
$43.6 - $54.46 $87,156 - $108,865
-1,999 Reduced 18.92%
8,568 $395,000
Q2 2018

Jul 10, 2018

SELL
$50.39 - $56.18 $27,613 - $30,786
-548 Reduced 4.93%
10,567 $586,000
Q1 2018

Apr 13, 2018

SELL
$50.98 - $65.93 $14,070 - $18,196
-276 Reduced 2.42%
11,115 $582,000
Q4 2017

Jan 31, 2018

BUY
$53.19 - $61.61 $206,217 - $238,861
3,877 Added 51.6%
11,391 $691,000
Q3 2017

Oct 30, 2017

BUY
$49.58 - $55.15 $372,544 - $414,397
7,514
7,514 $414,000

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 $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...
More about WFC
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