A detailed history of Personal Cfo Solutions, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 16,965 shares of WFC stock, worth $1.21 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,965
Previous 17,228 1.53%
Holding current value
$1.21 Million
Previous $1.02 Million 6.45%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $13,565 - $16,035
-263 Reduced 1.53%
16,965 $957,000
Q2 2024

Aug 09, 2024

SELL
$56.41 - $62.34 $26,456 - $29,237
-469 Reduced 2.65%
17,228 $1.02 Million
Q1 2024

May 13, 2024

SELL
$46.44 - $57.96 $124,970 - $155,970
-2,691 Reduced 13.2%
17,697 $1.03 Million
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $141,454 - $184,765
3,658 Added 21.86%
20,388 $1 Million
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $42,936 - $50,052
1,062 Added 6.78%
16,730 $683,000
Q2 2023

Aug 10, 2023

BUY
$36.72 - $42.68 $81,004 - $94,152
2,206 Added 16.39%
15,668 $668,000
Q1 2023

May 09, 2023

BUY
$36.23 - $48.5 $86,227 - $115,430
2,380 Added 21.48%
13,462 $503,000
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $47,833 - $57,012
1,189 Added 12.02%
11,082 $457,000
Q3 2022

Nov 01, 2022

SELL
$1.55 - $45.53 $1,108 - $32,553
-715 Reduced 6.74%
9,893 $398,000
Q2 2022

Aug 05, 2022

BUY
$37.43 - $49.33 $108,097 - $142,465
2,888 Added 37.41%
10,608 $416,000
Q1 2022

May 02, 2022

BUY
$45.81 - $59.06 $159,968 - $206,237
3,492 Added 82.59%
7,720 $374,000
Q4 2021

Feb 11, 2022

BUY
$45.31 - $52.0 $191,570 - $219,856
4,228 New
4,228 $203,000
Q3 2020

Nov 02, 2020

SELL
$22.83 - $26.35 $187,959 - $216,939
-8,233 Closed
0 $0
Q2 2020

Aug 03, 2020

SELL
$22.53 - $33.32 $100,438 - $148,540
-4,458 Reduced 35.13%
8,233 $211,000
Q1 2020

Apr 30, 2020

BUY
$25.25 - $53.75 $93,021 - $198,015
3,684 Added 40.9%
12,691 $364,000
Q4 2019

Feb 13, 2020

BUY
$47.82 - $54.46 $212,512 - $242,020
4,444 Added 97.39%
9,007 $504,000
Q3 2019

Nov 13, 2019

BUY
$43.38 - $50.71 $197,942 - $231,389
4,563 New
4,563 $230,000

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 $270B
  • 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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