A detailed history of Proficio Capital Partners LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Proficio Capital Partners LLC holds 6,419 shares of WFC stock, worth $451,512. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,419
Previous 7,760 17.28%
Holding current value
$451,512
Previous $460,000 21.3%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 01, 2024

SELL
$51.58 - $60.97 $69,168 - $81,760
-1,341 Reduced 17.28%
6,419 $362,000
Q2 2024

Jul 25, 2024

BUY
$56.41 - $62.34 $28,261 - $31,232
501 Added 6.9%
7,760 $460,000
Q1 2024

May 02, 2024

BUY
$46.44 - $57.96 $14,860 - $18,547
320 Added 4.61%
7,259 $420,000
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $4,872 - $6,364
126 Added 1.85%
6,939 $341,000
Q3 2023

Oct 18, 2023

SELL
$40.43 - $47.13 $385,621 - $449,525
-9,538 Reduced 58.33%
6,813 $278,000
Q2 2023

Aug 14, 2023

SELL
$36.72 - $42.68 $13,659 - $15,876
-372 Reduced 2.22%
16,351 $697,000
Q1 2023

Apr 21, 2023

SELL
$36.23 - $48.5 $22.4 Million - $30 Million
-618,153 Reduced 97.37%
16,723 $625,000
Q1 2023

Apr 19, 2023

BUY
$36.23 - $48.5 $22.4 Million - $30 Million
617,555 Added 3565.35%
634,876 $23.7 Million
Q4 2022

Jan 30, 2023

SELL
$40.23 - $47.95 $75,753 - $90,289
-1,883 Reduced 9.81%
17,321 $715,000
Q3 2022

Oct 11, 2022

BUY
$1.55 - $45.53 $2,129 - $62,558
1,374 Added 7.71%
19,204 $776,000
Q2 2022

Aug 15, 2022

SELL
$37.43 - $49.33 $11,491 - $15,144
-307 Reduced 1.69%
17,830 $698,000
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $372,893 - $480,748
8,140 Added 81.42%
18,137 $879,000
Q4 2021

Feb 11, 2022

SELL
$45.31 - $52.0 $21,658 - $24,856
-478 Reduced 4.56%
9,997 $480,000
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $59,248 - $71,610
1,400 Added 15.43%
10,475 $486,000
Q2 2021

Aug 16, 2021

BUY
$39.48 - $47.9 $151,326 - $183,600
3,833 Added 73.12%
9,075 $411,000
Q1 2021

May 14, 2021

BUY
$29.7 - $40.81 $155,687 - $213,926
5,242 New
5,242 $205,000
Q3 2020

Nov 02, 2020

SELL
$22.83 - $26.35 $1.02 Million - $1.18 Million
-44,762 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$22.53 - $33.32 $62,340 - $92,196
-2,767 Reduced 5.82%
44,762 $1.14 Million
Q1 2020

May 06, 2020

BUY
$25.25 - $53.75 $432,456 - $920,576
17,127 Added 56.34%
47,529 $1.41 Million
Q4 2019

Feb 13, 2020

BUY
$47.82 - $54.46 $1.13 Million - $1.29 Million
23,652 Added 350.4%
30,402 $1.64 Million
Q3 2019

Nov 13, 2019

BUY
$43.38 - $50.71 $129,792 - $151,724
2,992 Added 79.62%
6,750 $340,000
Q2 2019

Aug 13, 2019

SELL
$44.37 - $49.17 $89,671 - $99,372
-2,021 Reduced 34.97%
3,758 $178,000
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $5,215 - $5,793
112 Added 1.98%
5,779 $279,000
Q4 2018

Feb 08, 2019

BUY
$43.6 - $54.46 $3,095 - $3,866
71 Added 1.27%
5,667 $261,000
Q3 2018

Nov 13, 2018

SELL
$52.56 - $59.19 $5,413 - $6,096
-103 Reduced 1.81%
5,596 $294,000
Q2 2018

Aug 10, 2018

BUY
$50.39 - $56.18 $44,645 - $49,775
886 Added 18.41%
5,699 $316,000
Q1 2018

May 14, 2018

SELL
$50.98 - $65.93 $37,572 - $48,590
-737 Reduced 13.28%
4,813 $252,000
Q4 2017

Feb 09, 2018

BUY
$53.19 - $61.61 $19,999 - $23,165
376 Added 7.27%
5,550 $337,000
Q3 2017

Nov 14, 2017

BUY
$49.58 - $55.15 $256,526 - $285,346
5,174
5,174 $285,000

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 $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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