A detailed history of Steel Peak Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 7,323 shares of WFC stock, worth $566,434. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,323
Previous 7,012 4.44%
Holding current value
$566,434
Previous $416,000 0.72%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

BUY
$51.58 - $60.97 $16,041 - $18,961
311 Added 4.44%
7,323 $413,000
Q2 2024

Jul 16, 2024

SELL
$56.41 - $62.34 $598,058 - $660,928
-10,602 Reduced 60.19%
7,012 $416,000
Q1 2024

Apr 17, 2024

SELL
$46.44 - $57.96 $3.14 Million - $3.92 Million
-67,622 Reduced 79.34%
17,614 $1.02 Million
Q4 2023

Jan 23, 2024

SELL
$38.67 - $50.51 $8.16 Million - $10.7 Million
-210,949 Reduced 71.22%
85,236 $4.2 Million
Q3 2023

Nov 02, 2023

BUY
$40.43 - $47.13 $10.7 Million - $12.5 Million
265,081 Added 852.24%
296,185 $12.1 Million
Q2 2023

Aug 02, 2023

BUY
$36.72 - $42.68 $98,886 - $114,937
2,693 Added 9.48%
31,104 $1.33 Million
Q1 2023

May 05, 2023

BUY
$36.23 - $48.5 $236,907 - $317,141
6,539 Added 29.9%
28,411 $1.06 Million
Q4 2022

Jan 25, 2023

BUY
$40.23 - $47.95 $308,564 - $367,776
7,670 Added 54.01%
21,872 $0
Q3 2022

Oct 26, 2022

SELL
$1.55 - $45.53 $1,705 - $50,083
-1,100 Reduced 7.19%
14,202 $571,000
Q2 2022

Aug 02, 2022

SELL
$37.43 - $49.33 $33,687 - $44,397
-900 Reduced 5.55%
15,302 $599,000
Q1 2022

May 10, 2022

BUY
$45.81 - $59.06 $64,912 - $83,688
1,417 Added 9.58%
16,202 $785,000
Q4 2021

Jan 31, 2022

SELL
$45.31 - $52.0 $55,006 - $63,128
-1,214 Reduced 7.59%
14,785 $709,000
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $37,834 - $45,728
-894 Reduced 5.29%
15,999 $743,000
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $93,449 - $113,379
2,367 Added 16.29%
16,893 $765,000
Q1 2021

May 18, 2021

SELL
$29.7 - $40.81 $103,266 - $141,896
-3,477 Reduced 19.31%
14,526 $568,000
Q4 2020

Feb 04, 2021

SELL
$21.14 - $30.35 $526,512 - $755,897
-24,906 Reduced 58.04%
18,003 $543,000
Q3 2020

Oct 26, 2020

SELL
$22.83 - $26.35 $162,412 - $187,453
-7,114 Reduced 14.22%
42,909 $1.01 Million
Q2 2020

Jul 21, 2020

BUY
$22.53 - $33.32 $804,568 - $1.19 Million
35,711 Added 249.52%
50,023 $1.28 Million
Q1 2020

Apr 16, 2020

BUY
$25.25 - $53.75 $9,418 - $20,048
373 Added 2.68%
14,312 $411,000
Q4 2019

Feb 06, 2020

BUY
$47.82 - $54.46 $666,562 - $759,117
13,939 New
13,939 $750,000

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
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