A detailed history of Sea Crest Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 18,316 shares of WFC stock, worth $1.3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,316
Previous 18,362 0.25%
Holding current value
$1.3 Million
Previous $1.09 Million 5.14%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 16, 2024

SELL
$51.58 - $60.97 $2,372 - $2,804
-46 Reduced 0.25%
18,316 $1.03 Million
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $75,025 - $82,912
1,330 Added 7.81%
18,362 $1.09 Million
Q1 2024

Apr 18, 2024

SELL
$46.44 - $57.96 $686,940 - $857,344
-14,792 Reduced 46.48%
17,032 $987,000
Q4 2023

Jan 18, 2024

BUY
$38.67 - $50.51 $79,273 - $103,545
2,050 Added 6.89%
31,824 $1.57 Million
Q3 2023

Oct 12, 2023

SELL
$40.43 - $47.13 $60,038 - $69,988
-1,485 Reduced 4.75%
29,774 $1.22 Million
Q2 2023

Jul 14, 2023

SELL
$36.72 - $42.68 $278,154 - $323,301
-7,575 Reduced 19.51%
31,259 $1.33 Million
Q1 2023

May 11, 2023

SELL
$36.23 - $48.5 $44,490 - $59,558
-1,228 Reduced 3.07%
38,834 $1.45 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $299,874 - $357,419
7,454 Added 22.86%
40,062 $1.65 Million
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $2,645 - $77,719
-1,707 Reduced 4.97%
32,608 $1.31 Million
Q2 2022

Aug 09, 2022

BUY
$37.43 - $49.33 $83,730 - $110,351
2,237 Added 6.97%
34,315 $1.34 Million
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $143,614 - $185,153
3,135 Added 10.83%
32,078 $1.56 Million
Q4 2021

Feb 11, 2022

BUY
$45.31 - $52.0 $29,315 - $33,644
647 Added 2.29%
28,943 $1.39 Million
Q3 2021

Nov 16, 2021

BUY
$42.32 - $51.15 $38,088 - $46,035
900 Added 3.29%
28,296 $1.31 Million
Q2 2021

Aug 12, 2021

SELL
$39.48 - $47.9 $54,561 - $66,197
-1,382 Reduced 4.8%
27,396 $1.24 Million
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $31,214 - $42,891
1,051 Added 3.79%
28,778 $1.12 Million
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $27,608 - $39,637
-1,306 Reduced 4.5%
27,727 $837,000
Q3 2020

Nov 12, 2020

SELL
$22.83 - $26.35 $121,478 - $140,208
-5,321 Reduced 15.49%
29,033 $683,000
Q2 2020

Jul 27, 2020

BUY
$22.53 - $33.32 $97,464 - $144,142
4,326 Added 14.41%
34,354 $879,000
Q1 2020

May 13, 2020

SELL
$25.25 - $53.75 $42,874 - $91,267
-1,698 Reduced 5.35%
30,028 $862,000
Q4 2019

Jan 22, 2020

BUY
$47.82 - $54.46 $104,056 - $118,504
2,176 Added 7.36%
31,726 $1.71 Million
Q3 2019

Oct 15, 2019

BUY
$43.38 - $50.71 $13,534 - $15,821
312 Added 1.07%
29,550 $1.49 Million
Q2 2019

Jul 19, 2019

SELL
$44.37 - $49.17 $43,083 - $47,744
-971 Reduced 3.21%
29,238 $1.38 Million
Q1 2019

May 10, 2019

SELL
$46.57 - $51.73 $26,125 - $29,020
-561 Reduced 1.82%
30,209 $1.46 Million
Q4 2018

Feb 13, 2019

SELL
$43.6 - $54.46 $77,956 - $97,374
-1,788 Reduced 5.49%
30,770 $1.42 Million
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $86,513 - $97,426
-1,646 Reduced 4.81%
32,558 $1.71 Million
Q2 2018

Aug 03, 2018

SELL
$50.39 - $56.18 $2,217 - $2,471
-44 Reduced 0.13%
34,204 $1.9 Million
Q1 2018

Apr 20, 2018

SELL
$50.98 - $65.93 $34,564 - $44,700
-678 Reduced 1.94%
34,248 $1.8 Million
Q4 2017

Feb 02, 2018

BUY
$53.19 - $61.61 $1.86 Million - $2.15 Million
34,926
34,926 $2.12 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 $269B
  • 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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.