A detailed history of Strategic Wealth Investment Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 3,917 shares of WFC stock, worth $278,537. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,917
Previous 3,897 0.51%
Holding current value
$278,537
Previous $231,000 4.33%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$51.58 - $60.97 $1,031 - $1,219
20 Added 0.51%
3,917 $221,000
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $106,163 - $117,323
-1,882 Reduced 32.57%
3,897 $231,000
Q4 2023

Jan 16, 2024

BUY
$38.67 - $50.51 $2,088 - $2,727
54 Added 0.94%
5,779 $284,000
Q3 2023

Nov 03, 2023

SELL
$40.43 - $47.13 $51,507 - $60,043
-1,274 Reduced 18.2%
5,725 $233,000
Q2 2023

Jul 17, 2023

BUY
$36.72 - $42.68 $31,395 - $36,491
855 Added 13.92%
6,999 $298,000
Q1 2023

Apr 24, 2023

SELL
$36.23 - $48.5 $13.5 Million - $18 Million
-371,978 Reduced 98.38%
6,144 $229,000
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $13.7 Million - $18.3 Million
378,122 New
378,122 $14.1 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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