A detailed history of Surevest, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Surevest, LLC holds 11,592 shares of WFC stock, worth $895,018. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,592
Previous 11,549 0.37%
Holding current value
$895,018
Previous $452,000 3.1%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $66 - $1,957
43 Added 0.37%
11,592 $466,000
Q3 2021

Oct 13, 2021

BUY
$42.32 - $51.15 $4,274 - $5,166
101 Added 0.88%
11,549 $536,000
Q2 2020

Jul 15, 2020

BUY
$22.53 - $33.32 $257,923 - $381,447
11,448 New
11,448 $293,000

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 $293B
  • 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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