A detailed history of Union Heritage Capital, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Union Heritage Capital, LLC holds 45,970 shares of WFC stock, worth $3.23 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
45,970
Previous 45,970 -0.0%
Holding current value
$3.23 Million
Previous $1.72 Million 14.2%
% of portfolio
1.06%
Previous 1.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021

BUY
$39.48 - $47.9 $592,200 - $718,500
15,000 Added 48.43%
45,970 $2.08 Million
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $919,809 - $1.26 Million
30,970 New
30,970 $1.21 Billion

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
Track This Portfolio

Track Union Heritage Capital, LLC Portfolio

Follow Union Heritage Capital, 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 Union Heritage Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Union Heritage Capital, LLC with notifications on news.