A detailed history of Waypoint Capital Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 4,435 shares of WFC stock, worth $262,685. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,435
Previous 4,287 3.45%
Holding current value
$262,685
Previous $211,000 21.8%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Apr 30, 2024

BUY
$46.44 - $57.96 $6,873 - $8,578
148 Added 3.45%
4,435 $257,000
Q4 2023

Jan 22, 2024

BUY
$38.67 - $50.51 $165,778 - $216,536
4,287 New
4,287 $211,000
Q2 2022

Jul 18, 2022

SELL
$37.43 - $49.33 $161,735 - $213,154
-4,321 Closed
0 $0
Q1 2022

Apr 19, 2022

BUY
$45.81 - $59.06 $4,031 - $5,197
88 Added 2.08%
4,321 $209,000
Q4 2021

Feb 07, 2022

BUY
$45.31 - $52.0 $191,797 - $220,116
4,233 New
4,233 $203,000

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 $225B
  • 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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