A detailed history of Shelton Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 29,615 shares of WFC stock, worth $2.11 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
29,615
Previous 29,589 0.09%
Holding current value
$2.11 Million
Previous $1.76 Million 4.84%
% of portfolio
0.93%
Previous 1.01%

Shares

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

Oct 21, 2024

BUY
$51.58 - $60.97 $1,341 - $1,585
26 Added 0.09%
29,615 $1.67 Million
Q2 2024

Jul 23, 2024

BUY
$56.41 - $62.34 $1,241 - $1,371
22 Added 0.07%
29,589 $1.76 Million
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $1,068 - $1,333
23 Added 0.08%
29,567 $1.71 Million
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $1,121 - $1,464
29 Added 0.1%
29,544 $1.45 Million
Q3 2023

Nov 01, 2023

BUY
$40.43 - $47.13 $1,212 - $1,413
30 Added 0.1%
29,515 $1.21 Million
Q2 2023

Aug 01, 2023

SELL
$36.72 - $42.68 $28,421 - $33,034
-774 Reduced 2.56%
29,485 $1.26 Million
Q1 2023

May 08, 2023

BUY
$36.23 - $48.5 $2,681 - $3,589
74 Added 0.25%
30,259 $1.13 Million
Q4 2022

Feb 09, 2023

BUY
$40.23 - $47.95 $925 - $1,102
23 Added 0.08%
30,185 $1.25 Million
Q3 2022

Nov 08, 2022

BUY
$1.55 - $45.53 $257 - $7,557
166 Added 0.55%
30,162 $1.21 Million
Q2 2022

Jul 28, 2022

BUY
$37.43 - $49.33 $2,133 - $2,811
57 Added 0.19%
29,996 $1.18 Million
Q1 2022

May 10, 2022

BUY
$45.81 - $59.06 $74,578 - $96,149
1,628 Added 5.75%
29,939 $1.45 Million
Q4 2021

Jan 26, 2022

BUY
$45.31 - $52.0 $1.28 Million - $1.47 Million
28,311 New
28,311 $1.36 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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