A detailed history of Segment Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Segment Wealth Management, LLC holds 12,860 shares of WFC stock, worth $952,797. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,860
Previous 14,667 12.32%
Holding current value
$952,797
Previous $871,000 16.65%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 22, 2024

SELL
$51.58 - $60.97 $93,205 - $110,172
-1,807 Reduced 12.32%
12,860 $726,000
Q2 2024

Jul 22, 2024

SELL
$56.41 - $62.34 $4,174 - $4,613
-74 Reduced 0.5%
14,667 $871,000
Q1 2024

Apr 24, 2024

BUY
$46.44 - $57.96 $3,436 - $4,289
74 Added 0.5%
14,741 $854,000
Q4 2023

Jan 25, 2024

BUY
$38.67 - $50.51 $567,172 - $740,830
14,667 New
14,667 $721,000
Q2 2022

Jul 20, 2022

SELL
$37.43 - $49.33 $158,366 - $208,715
-4,231 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$45.81 - $59.06 $193,822 - $249,882
4,231 New
4,231 $205,000
Q1 2020

Apr 24, 2020

SELL
$25.25 - $53.75 $193,364 - $411,617
-7,658 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$47.82 - $54.46 $366,205 - $417,054
7,658 New
7,658 $412,000
Q4 2018

Jan 31, 2019

SELL
$43.6 - $54.46 $332,188 - $414,930
-7,619 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$52.56 - $59.19 $20,445 - $23,024
389 Added 5.38%
7,619 $401,000
Q2 2018

Jul 17, 2018

BUY
$50.39 - $56.18 $19,299 - $21,516
383 Added 5.59%
7,230 $400,000
Q1 2018

Apr 30, 2018

SELL
$50.98 - $65.93 $51,795 - $66,984
-1,016 Reduced 12.92%
6,847 $359,000
Q4 2017

Jan 23, 2018

BUY
$53.19 - $61.61 $9,680 - $11,213
182 Added 2.37%
7,863 $477,000
Q3 2017

Oct 26, 2017

SELL
$49.58 - $55.15 $12,444 - $13,842
-251 Reduced 3.16%
7,681 $423,000
Q2 2017

Aug 11, 2017

BUY
N/A
7,932
7,932 $439,000

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 $281B
  • 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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