A detailed history of Sheets Smith Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Sheets Smith Wealth Management holds 10,255 shares of WFC stock, worth $729,233. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,255
Previous 10,292 0.36%
Holding current value
$729,233
Previous $611,000 5.4%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 01, 2024

SELL
$51.58 - $60.97 $1,908 - $2,255
-37 Reduced 0.36%
10,255 $578,000
Q2 2024

Jul 30, 2024

BUY
$56.41 - $62.34 $6,769 - $7,480
120 Added 1.18%
10,292 $611,000
Q1 2024

May 08, 2024

BUY
$46.44 - $57.96 $1,021 - $1,275
22 Added 0.22%
10,172 $589,000
Q4 2023

Feb 06, 2024

SELL
$38.67 - $50.51 $67,981 - $88,796
-1,758 Reduced 14.76%
10,150 $499,000
Q3 2023

Oct 23, 2023

BUY
$40.43 - $47.13 $1,172 - $1,366
29 Added 0.24%
11,908 $486,000
Q2 2023

Aug 09, 2023

SELL
$36.72 - $42.68 $37,160 - $43,192
-1,012 Reduced 7.85%
11,879 $506,000
Q1 2023

May 26, 2023

BUY
$36.23 - $48.5 $465,700 - $623,419
12,854 Added 34740.54%
12,891 $481,000
Q1 2023

May 12, 2023

SELL
$36.23 - $48.5 $465,591 - $623,273
-12,851 Reduced 99.71%
37 $1,000
Q4 2022

Mar 08, 2023

BUY
$40.23 - $47.95 $362 - $431
9 Added 0.07%
12,888 $532,000
Q3 2022

Nov 01, 2022

BUY
$1.55 - $45.53 $13 - $409
9 Added 0.07%
12,879 $518,000
Q2 2022

Jul 27, 2022

SELL
$37.43 - $49.33 $22,458 - $29,598
-600 Reduced 4.45%
12,870 $504,000
Q1 2022

May 02, 2022

SELL
$45.81 - $59.06 $18,003 - $23,210
-393 Reduced 2.83%
13,470 $653,000
Q4 2021

Jan 20, 2022

BUY
$45.31 - $52.0 $271 - $312
6 Added 0.04%
13,863 $665,000
Q3 2021

Oct 15, 2021

BUY
$42.32 - $51.15 $8,717 - $10,536
206 Added 1.51%
13,857 $643,000
Q2 2021

Aug 03, 2021

BUY
$39.48 - $47.9 $118 - $143
3 Added 0.02%
13,651 $618,000
Q1 2021

Apr 23, 2021

BUY
$29.7 - $40.81 $14,968 - $20,568
504 Added 3.83%
13,648 $533,000
Q4 2020

Jan 13, 2021

SELL
$21.14 - $30.35 $5,496 - $7,891
-260 Reduced 1.94%
13,144 $397,000
Q3 2020

Oct 26, 2020

BUY
$22.83 - $26.35 $39,244 - $45,295
1,719 Added 14.71%
13,404 $315,000
Q2 2020

Jul 17, 2020

BUY
$22.53 - $33.32 $49,070 - $72,570
2,178 Added 22.91%
11,685 $299,000
Q1 2020

Apr 28, 2020

SELL
$25.25 - $53.75 $38,152 - $81,216
-1,511 Reduced 13.71%
9,507 $273,000
Q4 2019

Jan 24, 2020

BUY
$47.82 - $54.46 $33,187 - $37,795
694 Added 6.72%
11,018 $593,000
Q3 2019

Oct 28, 2019

BUY
$43.38 - $50.71 $1,735 - $2,028
40 Added 0.39%
10,324 $521,000
Q2 2019

Jul 12, 2019

SELL
$44.37 - $49.17 $44,015 - $48,776
-992 Reduced 8.8%
10,284 $487,000
Q1 2019

May 13, 2019

SELL
$46.57 - $51.73 $27,196 - $30,210
-584 Reduced 4.92%
11,276 $545,000
Q4 2018

Jan 11, 2019

SELL
$43.6 - $54.46 $110,918 - $138,546
-2,544 Reduced 17.66%
11,860 $547,000
Q3 2018

Oct 15, 2018

BUY
$52.56 - $59.19 $2,207 - $2,485
42 Added 0.29%
14,404 $757,000
Q2 2018

Jul 26, 2018

BUY
$50.39 - $56.18 $41,067 - $45,786
815 Added 6.02%
14,362 $796,000
Q1 2018

Apr 09, 2018

SELL
$50.98 - $65.93 $905,455 - $1.17 Million
-17,761 Reduced 56.73%
13,547 $710,000
Q4 2017

Jan 12, 2018

SELL
$53.19 - $61.61 $38,775 - $44,913
-729 Reduced 2.28%
31,308 $1.9 Million
Q3 2017

Oct 12, 2017

BUY
$49.58 - $55.15 $1.59 Million - $1.77 Million
32,037
32,037 $1.77 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 $270B
  • 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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