A detailed history of Uma Financial Services, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,162 shares of WFC stock, worth $545,529. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,162
Previous 7,159 0.04%
Holding current value
$545,529
Previous $425,000 4.94%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 16, 2024

BUY
$51.58 - $60.97 $154 - $182
3 Added 0.04%
7,162 $404,000
Q2 2024

Jul 17, 2024

BUY
$56.41 - $62.34 $169 - $187
3 Added 0.04%
7,159 $425,000
Q1 2024

Apr 17, 2024

BUY
$46.44 - $57.96 $19,179 - $23,937
413 Added 6.12%
7,156 $414,000
Q4 2023

Jan 23, 2024

SELL
$38.67 - $50.51 $1,044 - $1,363
-27 Reduced 0.4%
6,743 $331,000
Q3 2023

Oct 10, 2023

SELL
$40.43 - $47.13 $3,436 - $4,006
-85 Reduced 1.24%
6,770 $276,000
Q4 2022

Jan 25, 2023

BUY
$40.23 - $47.95 $2,454 - $2,924
61 Added 0.9%
6,855 $0
Q3 2022

Oct 06, 2022

SELL
$1.55 - $45.53 $155 - $4,553
-100 Reduced 1.45%
6,794 $294,000
Q2 2022

Aug 02, 2022

BUY
$37.43 - $49.33 $57,679 - $76,017
1,541 Added 28.79%
6,894 $300,000
Q1 2022

May 05, 2022

BUY
$45.81 - $59.06 $245,220 - $316,148
5,353 New
5,353 $246,000

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
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