A detailed history of Tortoise Investment Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 828 shares of WFC stock, worth $61,387. This represents 0.01% of its overall portfolio holdings.

Number of Shares
828
Previous 880 5.91%
Holding current value
$61,387
Previous $52,000 11.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$51.58 - $60.97 $2,682 - $3,170
-52 Reduced 5.91%
828 $46,000
Q1 2024

May 09, 2024

BUY
$46.44 - $57.96 $3,715 - $4,636
80 Added 10.0%
880 $51,000
Q4 2023

Feb 08, 2024

SELL
$38.67 - $50.51 $812 - $1,060
-21 Reduced 2.56%
800 $39,000
Q3 2023

Nov 09, 2023

BUY
$40.43 - $47.13 $849 - $989
21 Added 2.63%
821 $33,000
Q2 2022

Aug 03, 2022

BUY
$37.43 - $49.33 $14,972 - $19,732
400 Added 100.0%
800 $31,000
Q1 2021

May 05, 2021

BUY
$29.7 - $40.81 $10,395 - $14,283
350 Added 700.0%
400 $16,000
Q4 2020

Feb 05, 2021

BUY
$21.14 - $30.35 $1,057 - $1,517
50 New
50 $2,000
Q4 2019

Feb 06, 2020

SELL
$47.82 - $54.46 $17,836 - $20,313
-373 Closed
0 $0
Q3 2019

Nov 06, 2019

SELL
$43.38 - $50.71 $29,238 - $34,178
-674 Reduced 64.37%
373 $19,000
Q2 2019

Aug 07, 2019

BUY
$44.37 - $49.17 $754 - $835
17 Added 1.65%
1,047 $50,000
Q1 2019

May 07, 2019

BUY
$46.57 - $51.73 $12,620 - $14,018
271 Added 35.7%
1,030 $50,000
Q3 2018

Nov 20, 2018

SELL
$52.56 - $59.19 $4,625 - $5,208
-88 Reduced 10.39%
759 $40,000
Q2 2018

Aug 09, 2018

BUY
$50.39 - $56.18 $4,434 - $4,943
88 Added 11.59%
847 $47,000
Q1 2018

May 11, 2018

SELL
$50.98 - $65.93 $3,466 - $4,483
-68 Reduced 8.22%
759 $40,000
Q4 2017

Jan 31, 2018

BUY
$53.19 - $61.61 $10,372 - $12,013
195 Added 30.85%
827 $50,000
Q3 2017

Nov 15, 2017

BUY
$49.58 - $55.15 $31,334 - $34,854
632
632 $35,000

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 $281B
  • 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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