A detailed history of Spartan Planning & Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 4,457 shares of WFC stock, worth $315,600. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,457
Holding current value
$315,600
% of portfolio
0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$38.67 - $50.51 $172,352 - $225,123
4,457 New
4,457 $219,000
Q3 2022

Nov 01, 2022

BUY
$1.55 - $45.53 $9 - $273
6 New
6 $0
Q2 2022

Aug 10, 2022

SELL
$37.43 - $49.33 $40,424 - $53,276
-1,080 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $49,474 - $63,784
1,080 New
1,080 $52,000

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 $269B
  • 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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