A detailed history of Venturi Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 7,388 shares of WFC stock, worth $582,174. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,388
Previous 2,773 166.43%
Holding current value
$582,174
Previous $156,000 232.05%
% of portfolio
0.03%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$54.98 - $77.35 $253,732 - $356,970
4,615 Added 166.43%
7,388 $518,000
Q3 2024

Nov 04, 2024

BUY
$51.58 - $60.97 $25,532 - $30,180
495 Added 21.73%
2,773 $156,000
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $86,984 - $96,128
1,542 Added 209.51%
2,278 $135,000
Q1 2024

Apr 23, 2024

BUY
$46.44 - $57.96 $557 - $695
12 Added 1.66%
736 $42,000
Q4 2023

Jan 23, 2024

BUY
$38.67 - $50.51 $14,539 - $18,991
376 Added 108.05%
724 $35,000
Q3 2023

Nov 02, 2023

SELL
$40.43 - $47.13 $115,306 - $134,414
-2,852 Reduced 89.13%
348 $14,000
Q2 2023

Jul 24, 2023

SELL
$36.72 - $42.68 $72,411 - $84,164
-1,972 Reduced 38.13%
3,200 $136,000
Q1 2023

May 02, 2023

BUY
$36.23 - $48.5 $1,739 - $2,328
48 Added 0.94%
5,172 $193,000
Q4 2022

Jan 31, 2023

BUY
$40.23 - $47.95 $206,138 - $245,695
5,124 New
5,124 $211,000
Q3 2019

Oct 29, 2019

BUY
$43.38 - $50.71 $36,482 - $42,647
841 New
841 $42,000

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 $299B
  • 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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