A detailed history of Shakespeare Wealth Management, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 13,709 shares of WFC stock, worth $1.01 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,709
Previous 13,723 0.1%
Holding current value
$1.01 Million
Previous $815,000 5.03%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $722 - $853
-14 Reduced 0.1%
13,709 $774,000
Q2 2024

Aug 13, 2024

BUY
$56.41 - $62.34 $789 - $872
14 Added 0.1%
13,723 $815,000
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $8,086 - $9,426
-200 Reduced 1.44%
13,709 $560,000
Q4 2022

Feb 13, 2023

SELL
$40.23 - $47.95 $603 - $719
-15 Reduced 0.11%
13,909 $574,000
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $116 - $3,414
-75 Reduced 0.54%
13,924 $560,000
Q2 2022

Aug 09, 2022

BUY
$37.43 - $49.33 $2,807 - $3,699
75 Added 0.54%
13,999 $556,000
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $9,849 - $12,697
215 Added 1.57%
13,924 $675,000
Q4 2021

Jan 10, 2022

SELL
$45.31 - $52.0 $12,324 - $14,144
-272 Reduced 1.95%
13,709 $658,000
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $11,511 - $13,912
272 Added 1.98%
13,981 $657,000
Q4 2020

Feb 16, 2021

SELL
$21.14 - $30.35 $211,146 - $303,135
-9,988 Reduced 42.15%
13,709 $414,000
Q2 2020

Aug 11, 2020

SELL
$22.53 - $33.32 $49,002 - $72,471
-2,175 Reduced 8.41%
23,697 $607,000
Q1 2020

Apr 01, 2020

BUY
$25.25 - $53.75 $54,918 - $116,906
2,175 Added 9.18%
25,872 $743,000
Q3 2019

Nov 08, 2019

SELL
$43.38 - $50.71 $88,755 - $103,752
-2,046 Reduced 7.95%
23,697 $1.2 Million
Q2 2019

Aug 12, 2019

BUY
$44.37 - $49.17 $1.14 Million - $1.27 Million
25,743 New
25,743 $1.22 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 $279B
  • 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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