A detailed history of Portside Wealth Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Portside Wealth Group, LLC holds 57,054 shares of WFC stock, worth $4.01 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
57,054
Previous 60,076 5.03%
Holding current value
$4.01 Million
Previous $3.57 Billion 9.67%
% of portfolio
0.55%
Previous 0.68%

Shares

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

Oct 31, 2024

SELL
$51.58 - $60.97 $155,874 - $184,251
-3,022 Reduced 5.03%
57,054 $3.22 Billion
Q2 2024

Jul 18, 2024

SELL
$56.41 - $62.34 $253,168 - $279,781
-4,488 Reduced 6.95%
60,076 $3.57 Billion
Q1 2024

Apr 17, 2024

SELL
$46.44 - $57.96 $382,015 - $476,778
-8,226 Reduced 11.3%
64,564 $3.74 Billion
Q4 2023

Jan 16, 2024

SELL
$38.67 - $50.51 $248,222 - $324,223
-6,419 Reduced 8.1%
72,790 $3.58 Billion
Q3 2023

Oct 27, 2023

BUY
$40.43 - $47.13 $1.55 Million - $1.81 Million
38,347 Added 93.85%
79,209 $3.24 Billion
Q2 2023

Sep 01, 2023

SELL
$36.72 - $42.68 $63.4 Million - $73.7 Million
-1,727,857 Reduced 97.69%
40,862 $1.74 Billion
Q2 2023

Aug 01, 2023

BUY
$36.72 - $42.68 $64.9 Million - $75.5 Million
1,768,719 New
1,768,719 $75.5 Million

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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