A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 54,825 shares of WFC stock, worth $4.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
54,825
Previous 58,288 5.94%
Holding current value
$4.27 Million
Previous $3.46 Million 10.57%
% of portfolio
0.11%
Previous 0.18%

Shares

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

Nov 12, 2024

SELL
$51.58 - $60.97 $178,621 - $211,139
-3,463 Reduced 5.94%
54,825 $3.1 Million
Q2 2024

Aug 13, 2024

BUY
$56.41 - $62.34 $55,733 - $61,591
988 Added 1.72%
58,288 $3.46 Million
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $382,665 - $477,590
8,240 Added 16.8%
57,300 $3.32 Million
Q4 2023

Feb 06, 2024

BUY
$38.67 - $50.51 $52,320 - $68,340
1,353 Added 2.84%
49,060 $2.41 Million
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $73,340 - $85,493
-1,814 Reduced 3.66%
47,707 $1.95 Million
Q2 2023

Aug 11, 2023

BUY
$36.72 - $42.68 $9,914 - $11,523
270 Added 0.55%
49,521 $2.11 Million
Q1 2023

May 11, 2023

BUY
$36.23 - $48.5 $165,172 - $221,111
4,559 Added 10.2%
49,251 $1.84 Million
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $38,781 - $46,223
-964 Reduced 2.11%
44,692 $1.85 Million
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $26,278 - $771,915
-16,954 Reduced 27.08%
45,656 $1.84 Million
Q2 2022

Aug 12, 2022

BUY
$37.43 - $49.33 $86,575 - $114,100
2,313 Added 3.84%
62,610 $2.45 Million
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $1.34 Million - $1.73 Million
29,289 Added 94.46%
60,297 $2.92 Million
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $1.4 Million - $1.61 Million
31,008 New
31,008 $1.49 Million
Q1 2021

May 07, 2021

SELL
$29.7 - $40.81 $630,293 - $866,069
-21,222 Closed
0 $0
Q3 2020

Nov 10, 2020

BUY
$22.83 - $26.35 $484,498 - $559,199
21,222 New
21,222 $498,000
Q2 2020

Aug 12, 2020

SELL
$22.53 - $33.32 $236,339 - $349,526
-10,490 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$47.82 - $54.46 $57,384 - $65,352
-1,200 Reduced 10.27%
10,490 $564,000
Q3 2019

Nov 14, 2019

BUY
$43.38 - $50.71 $507,112 - $592,799
11,690 New
11,690 $590,000

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 $295B
  • 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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