A detailed history of Phoenix Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Phoenix Wealth Advisors holds 2,939 shares of WFC stock, worth $255,722. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,939
Holding current value
$255,722
% of portfolio
0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$77.05 - $85.16 $226,449 - $250,285
2,939 New
2,939 $246,000
Q2 2022

Aug 01, 2022

BUY
$37.43 - $49.33 $238,129 - $313,837
6,362 New
6,362 $249,000
Q1 2022

May 02, 2022

SELL
$45.81 - $59.06 $291,443 - $375,739
-6,362 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$21.14 - $30.35 $134,492 - $193,086
6,362 New
6,362 $192,000

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 $330B
  • 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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