A detailed history of Sweet Financial Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 6,461 shares of WFC stock, worth $454,466. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,461
Previous 6,452 0.14%
Holding current value
$454,466
Previous $383,000 4.96%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 16, 2024

BUY
$51.58 - $60.97 $464 - $548
9 Added 0.14%
6,461 $364,000
Q2 2024

Jul 18, 2024

SELL
$56.41 - $62.34 $11,112 - $12,280
-197 Reduced 2.96%
6,452 $383,000
Q1 2024

Apr 23, 2024

SELL
$46.44 - $57.96 $146,100 - $182,342
-3,146 Reduced 32.12%
6,649 $385,000
Q4 2023

Jan 12, 2024

SELL
$38.67 - $50.51 $1,778 - $2,323
-46 Reduced 0.47%
9,795 $482,000
Q3 2023

Oct 23, 2023

BUY
$40.43 - $47.13 $41,764 - $48,685
1,033 Added 11.73%
9,841 $402,000
Q2 2023

Jul 24, 2023

SELL
$36.72 - $42.68 $2,056 - $2,390
-56 Reduced 0.63%
8,808 $375,000
Q1 2023

Apr 14, 2023

SELL
$36.23 - $48.5 $760 - $1,018
-21 Reduced 0.24%
8,864 $331,000
Q4 2022

Jan 19, 2023

BUY
$40.23 - $47.95 $1,609 - $1,918
40 Added 0.45%
8,885 $0
Q3 2022

Nov 10, 2022

BUY
$1.55 - $45.53 $3,155 - $92,699
2,036 Added 29.9%
8,845 $355,000
Q2 2022

Aug 03, 2022

SELL
$37.43 - $49.33 $3,181 - $4,193
-85 Reduced 1.23%
6,809 $267,000
Q1 2022

Apr 22, 2022

BUY
$45.81 - $59.06 $32,983 - $42,523
720 Added 11.66%
6,894 $334,000
Q4 2021

Feb 07, 2022

BUY
$45.31 - $52.0 $279,743 - $321,048
6,174 New
6,174 $296,000

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 $267B
  • 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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