A detailed history of Ullmann Wealth Partners Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 7,589 shares of WFC stock, worth $460,348. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,589
Previous 7,233 4.92%
Holding current value
$460,348
Previous $356,000 23.31%
% of portfolio
0.07%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$46.44 - $57.96 $16,532 - $20,633
356 Added 4.92%
7,589 $439,000
Q4 2023

Jan 11, 2024

BUY
$38.67 - $50.51 $38,553 - $50,358
997 Added 15.99%
7,233 $356,000
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $1,132 - $1,319
28 Added 0.45%
6,236 $254,000
Q2 2023

Jul 13, 2023

SELL
$36.72 - $42.68 $3,488 - $4,054
-95 Reduced 1.51%
6,208 $264,000
Q1 2023

Apr 11, 2023

BUY
$36.23 - $48.5 $8,043 - $10,767
222 Added 3.65%
6,303 $235,000
Q2 2022

Jul 13, 2022

SELL
$37.43 - $49.33 $32,863 - $43,311
-878 Reduced 12.62%
6,081 $238,000
Q1 2022

Apr 14, 2022

BUY
$45.81 - $59.06 $1,694 - $2,185
37 Added 0.53%
6,959 $337,000
Q3 2021

Oct 19, 2021

BUY
$42.32 - $51.15 $41,812 - $50,536
988 Added 16.65%
6,922 $321,000
Q1 2021

Apr 14, 2021

BUY
$29.7 - $40.81 $176,239 - $242,166
5,934 New
5,934 $232,000
Q1 2020

Apr 09, 2020

SELL
$25.25 - $53.75 $126,300 - $268,857
-5,002 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$47.82 - $54.46 $23,910 - $27,230
-500 Reduced 9.09%
5,002 $269,000
Q1 2018

May 07, 2018

SELL
$50.98 - $65.93 $35,686 - $46,151
-700 Reduced 11.29%
5,502 $288,000
Q4 2017

Feb 09, 2018

BUY
$53.19 - $61.61 $329,884 - $382,105
6,202
6,202 $384,000

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 $230B
  • 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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