A detailed history of Signature Estate & Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 6,515 shares of WFC stock, worth $503,935. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,515
Previous 6,470 0.7%
Holding current value
$503,935
Previous $384,000 4.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$51.58 - $60.97 $2,321 - $2,743
45 Added 0.7%
6,515 $367,000
Q2 2024

Jul 25, 2024

BUY
$56.41 - $62.34 $364,972 - $403,339
6,470 New
6,470 $384,000
Q4 2019

Feb 06, 2020

SELL
$47.82 - $54.46 $111,038 - $126,456
-2,322 Reduced 49.85%
2,336 $125,000
Q2 2019

Aug 01, 2019

SELL
$44.37 - $49.17 $22,185 - $24,585
-500 Reduced 9.69%
4,658 $220,000
Q1 2019

Oct 13, 2020

BUY
$46.57 - $51.73 $23,285 - $25,865
500 Added 10.73%
5,158 $249,000
Q1 2019

May 01, 2019

SELL
$46.57 - $51.73 $18,628 - $20,692
-400 Reduced 7.91%
4,658 $225,000
Q4 2018

Feb 01, 2019

BUY
$43.6 - $54.46 $4,578 - $5,718
105 Added 2.12%
5,058 $233,000
Q3 2018

Oct 18, 2018

BUY
$52.56 - $59.19 $260,329 - $293,168
4,953 New
4,953 $260,000
Q3 2017

Nov 07, 2017

SELL
$49.58 - $55.15 $91,276 - $101,531
-1,841 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
1,841
1,841 $102,000

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 $294B
  • 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 Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.