A detailed history of Wealth Shield Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 9,763 shares of WFC stock, worth $725,781. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,763
Previous 6,595 48.04%
Holding current value
$725,781
Previous $391,000 40.92%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 04, 2024

BUY
$51.58 - $60.97 $163,405 - $193,152
3,168 Added 48.04%
9,763 $551,000
Q2 2024

Jul 26, 2024

SELL
$56.41 - $62.34 $8,179 - $9,039
-145 Reduced 2.15%
6,595 $391,000
Q1 2024

Apr 29, 2024

SELL
$46.44 - $57.96 $147,261 - $183,791
-3,171 Reduced 31.99%
6,740 $390,000
Q4 2023

Jan 23, 2024

BUY
$38.67 - $50.51 $3,944 - $5,152
102 Added 1.04%
9,911 $487,000
Q3 2023

Oct 25, 2023

SELL
$40.43 - $47.13 $8,813 - $10,274
-218 Reduced 2.17%
9,809 $400,000
Q2 2023

Aug 03, 2023

BUY
$36.72 - $42.68 $40,428 - $46,990
1,101 Added 12.33%
10,027 $427,000
Q1 2023

May 08, 2023

SELL
$36.23 - $48.5 $16,448 - $22,019
-454 Reduced 4.84%
8,926 $333,000
Q4 2022

Feb 13, 2023

SELL
$40.23 - $47.95 $3,057 - $3,644
-76 Reduced 0.8%
9,380 $387,000
Q3 2022

Nov 04, 2022

BUY
$1.55 - $45.53 $17 - $500
11 Added 0.12%
9,456 $380,000
Q2 2022

Aug 11, 2022

SELL
$37.43 - $49.33 $1,347 - $1,775
-36 Reduced 0.38%
9,445 $370,000
Q1 2022

May 09, 2022

SELL
$45.81 - $59.06 $56,712 - $73,116
-1,238 Reduced 11.55%
9,481 $459,000
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $485,677 - $557,388
10,719 New
10,719 $514,000
Q3 2021

Nov 12, 2021

SELL
$42.32 - $51.15 $165,259 - $199,740
-3,905 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$39.48 - $47.9 $30,399 - $36,883
770 Added 24.56%
3,905 $177,000
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $93,109 - $127,939
3,135 New
3,135 $122,000
Q3 2018

Nov 05, 2018

SELL
$52.56 - $59.19 $477,139 - $537,326
-9,078 Closed
0 $0
Q2 2018

Aug 02, 2018

BUY
$50.39 - $56.18 $457,440 - $510,002
9,078 New
9,078 $273,000

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 $282B
  • 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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