A detailed history of Roosevelt Investment Group LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Roosevelt Investment Group LLC holds 8,742 shares of WFC stock, worth $677,854. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,742
Previous 7,317 19.48%
Holding current value
$677,854
Previous $287,000 22.65%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 19, 2022

BUY
$1.55 - $45.53 $2,208 - $64,880
1,425 Added 19.48%
8,742 $352,000
Q2 2022

Aug 03, 2022

BUY
$37.43 - $49.33 $7,486 - $9,866
200 Added 2.81%
7,317 $287,000
Q1 2022

May 02, 2022

SELL
$45.81 - $59.06 $9,162 - $11,812
-200 Reduced 2.73%
7,117 $345,000
Q4 2021

Feb 02, 2022

BUY
$45.31 - $52.0 $331,533 - $380,484
7,317 New
7,317 $351,000
Q1 2018

May 08, 2018

SELL
$50.98 - $65.93 $245,417 - $317,387
-4,814 Closed
0 $0
Q4 2017

Feb 08, 2018

BUY
$53.19 - $61.61 $256,056 - $296,590
4,814
4,814 $292,000

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 $294B
  • 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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