A detailed history of Pensionmark Financial Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 75,432 shares of WFC stock, worth $5.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
75,432
Previous 213,714 64.7%
Holding current value
$5.68 Million
Previous $12.1 Million 64.71%
% of portfolio
0.14%
Previous 0.07%

Shares

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

Nov 25, 2024

SELL
$51.58 - $60.97 $7.13 Million - $8.43 Million
-138,282 Reduced 64.7%
75,432 $4.26 Million
Q3 2024

Nov 14, 2024

BUY
$51.58 - $60.97 $10.7 Million - $12.7 Million
208,183 Added 3763.93%
213,714 $12.1 Million
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $312,003 - $344,802
5,531 New
5,531 $328,000
Q4 2021

Feb 11, 2022

SELL
$45.31 - $52.0 $243,586 - $279,552
-5,376 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
$42.32 - $51.15 $17,012 - $20,562
-402 Reduced 6.96%
5,376 $250,000
Q2 2021

Aug 12, 2021

SELL
$39.48 - $47.9 $62,615 - $75,969
-1,586 Reduced 21.54%
5,778 $259,000
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $3,623 - $4,978
122 Added 1.68%
7,364 $302,000
Q4 2020

Feb 16, 2021

BUY
$21.14 - $30.35 $153,095 - $219,794
7,242 New
7,242 $229,000
Q4 2019

Feb 13, 2020

SELL
$47.82 - $54.46 $384,568 - $437,967
-8,042 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $20.7 Million - $24.1 Million
-476,117 Reduced 98.34%
8,042 $245,000
Q2 2019

Aug 12, 2019

BUY
$44.37 - $49.17 $21.5 Million - $23.8 Million
484,159 New
484,159 $753,000

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 $286B
  • 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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