A detailed history of Sage View Advisory Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 19,983 shares of WFC stock, worth $1.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,983
Holding current value
$1.05 Million
% of portfolio
0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $1.13 Million - $1.25 Million
19,983 New
19,983 $1.19 Billion
Q4 2023

Feb 09, 2024

BUY
$38.67 - $50.51 $441,379 - $576,521
11,414 Added 169.1%
18,164 $930 Million
Q3 2023

Nov 02, 2023

BUY
$40.43 - $47.13 $9,339 - $10,887
231 Added 3.54%
6,750 $276 Million
Q2 2023

Aug 11, 2023

BUY
$36.72 - $42.68 $29,229 - $33,973
796 Added 13.91%
6,519 $278 Million
Q1 2023

May 01, 2023

SELL
$36.23 - $48.5 $21,013 - $28,130
-580 Reduced 9.2%
5,723 $214 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $253,569 - $302,228
6,303 New
6,303 $260 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 $200B
  • 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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.