A detailed history of Pds Planning, Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Pds Planning, Inc holds 9,943 shares of WFC stock, worth $767,699. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,943
Previous 9,387 5.92%
Holding current value
$767,699
Previous $557,000 0.72%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 29, 2024

BUY
$51.58 - $60.97 $28,678 - $33,899
556 Added 5.92%
9,943 $561,000
Q2 2024

Aug 07, 2024

BUY
$56.41 - $62.34 $56,692 - $62,651
1,005 Added 11.99%
9,387 $557,000
Q1 2024

May 01, 2024

BUY
$46.44 - $57.96 $25,867 - $32,283
557 Added 7.12%
8,382 $485,000
Q4 2023

Feb 01, 2024

SELL
$38.67 - $50.51 $44,122 - $57,631
-1,141 Reduced 12.73%
7,825 $385,000
Q3 2023

Oct 20, 2023

BUY
$40.43 - $47.13 $10,754 - $12,536
266 Added 3.06%
8,966 $366,000
Q2 2023

Jul 20, 2023

BUY
$36.72 - $42.68 $20,820 - $24,199
567 Added 6.97%
8,700 $371,000
Q1 2023

May 01, 2023

BUY
$36.23 - $48.5 $99,849 - $133,666
2,756 Added 51.26%
8,133 $304,000
Q4 2022

Jan 26, 2023

BUY
$40.23 - $47.95 $216,316 - $257,827
5,377 New
5,377 $0
Q2 2022

Jul 15, 2022

SELL
$37.43 - $49.33 $159,713 - $210,491
-4,267 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$45.81 - $59.06 $3,985 - $5,138
87 Added 2.08%
4,267 $207,000
Q4 2021

Jan 25, 2022

BUY
$45.31 - $52.0 $189,395 - $217,360
4,180 New
4,180 $201,000

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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