A detailed history of Talisman Wealth Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 4,522 shares of WFC stock, worth $344,440. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,522
Previous 4,717 4.13%
Holding current value
$344,440
Previous $280,000 8.93%
% of portfolio
0.27%
Previous 0.32%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $10,058 - $11,889
-195 Reduced 4.13%
4,522 $255,000
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $2,820 - $3,117
50 Added 1.07%
4,717 $280,000
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $3,575 - $4,462
77 Added 1.68%
4,667 $270,000
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $177,495 - $231,840
4,590 New
4,590 $225,000

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 $289B
  • 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
Track This Portfolio

Track Talisman Wealth Advisors LLC Portfolio

Follow Talisman Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.