A detailed history of Regent Peak Wealth Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 5,288 shares of WFC stock, worth $408,286. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,288
Previous 5,172 2.24%
Holding current value
$408,286
Previous $307,000 2.93%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024

BUY
$51.58 - $60.97 $5,983 - $7,072
116 Added 2.24%
5,288 $298,000
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $15,343 - $16,956
272 Added 5.55%
5,172 $307,000
Q1 2024

May 01, 2024

BUY
$46.44 - $57.96 $1,904 - $2,376
41 Added 0.84%
4,900 $284,000
Q4 2023

Jan 23, 2024

BUY
$38.67 - $50.51 $187,897 - $245,428
4,859 New
4,859 $239,000
Q1 2021

Apr 28, 2021

SELL
$29.7 - $40.81 $63,528 - $87,292
-2,139 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $45,218 - $64,918
2,139 New
2,139 $65,000
Q1 2020

Apr 27, 2020

SELL
$25.25 - $53.75 $184,224 - $392,160
-7,296 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $348,894 - $397,340
7,296 New
7,296 $392,000

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 $293B
  • 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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