A detailed history of Wealthspan Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealthspan Partners, LLC holds 10,295 shares of WFC stock, worth $858,808. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,295
Previous 12,028 14.41%
Holding current value
$858,808
Previous $963,000 10.49%
% of portfolio
0.36%
Previous 0.43%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$77.05 - $85.16 $133,527 - $147,582
-1,733 Reduced 14.41%
10,295 $862,000
Q2 2025

Jul 28, 2025

BUY
$60.98 - $80.12 $975 - $1,281
16 Added 0.13%
12,028 $963,000
Q1 2025

Apr 21, 2025

SELL
$66.78 - $81.42 $33,657 - $41,035
-504 Reduced 4.03%
12,012 $862,000
Q4 2024

Jan 24, 2025

SELL
$54.98 - $77.35 $79,995 - $112,544
-1,455 Reduced 10.41%
12,516 $879,000
Q3 2024

Nov 04, 2024

SELL
$51.58 - $60.97 $19,806 - $23,412
-384 Reduced 2.68%
13,971 $788,000
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $46,594 - $51,492
826 Added 6.11%
14,355 $852,000
Q1 2024

Apr 29, 2024

BUY
$46.44 - $57.96 $628,286 - $784,140
13,529 New
13,529 $784,000

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 $317B
  • 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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