A detailed history of One Ascent Financial Services LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, One Ascent Financial Services LLC holds 20,013 shares of WFC stock, worth $1.41 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
20,013
Holding current value
$1.41 Million
% of portfolio
0.81%

Shares

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

Nov 07, 2024

BUY
$51.58 - $60.97 $1.03 Million - $1.22 Million
20,013 New
20,013 $1.13 Million
Q1 2024

Apr 16, 2024

SELL
$46.44 - $57.96 $23,080 - $28,806
-497 Reduced 1.98%
24,549 $1.42 Million
Q4 2023

Jan 11, 2024

BUY
$38.67 - $50.51 $474,442 - $619,707
12,269 Added 96.02%
25,046 $1.23 Million
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $516,574 - $602,180
12,777 New
12,777 $522,000
Q1 2023

Apr 17, 2023

SELL
$36.23 - $48.5 $17,825 - $23,862
-492 Reduced 6.51%
7,066 $264,000
Q4 2022

Jan 12, 2023

BUY
$40.23 - $47.95 $304,058 - $362,406
7,558 New
7,558 $312,000
Q2 2022

Aug 08, 2022

SELL
$37.43 - $49.33 $336,795 - $443,871
-8,998 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$45.81 - $59.06 $11,589 - $14,942
253 Added 2.89%
8,998 $436,000
Q4 2021

Feb 08, 2022

BUY
$45.31 - $52.0 $396,235 - $454,740
8,745 New
8,745 $420,000
Q1 2020

Apr 14, 2020

SELL
$25.25 - $53.75 $159,428 - $339,377
-6,314 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$47.82 - $54.46 $301,935 - $343,860
6,314 New
6,314 $340,000
Q3 2019

Nov 15, 2019

SELL
$43.38 - $50.71 $389,031 - $454,767
-8,968 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$44.37 - $49.17 $397,910 - $440,956
8,968 New
8,968 $424,000

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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