A detailed history of West Branch Capital LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, West Branch Capital LLC holds 11,208 shares of WFC stock, worth $797,000. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,208
Previous 10,340 8.39%
Holding current value
$797,000
Previous $614,000 2.93%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Oct 18, 2024

BUY
$51.58 - $60.97 $44,771 - $52,921
868 Added 8.39%
11,208 $632,000
Q2 2024

Jul 26, 2024

BUY
$56.41 - $62.34 $118,573 - $131,038
2,102 Added 25.52%
10,340 $614,000
Q1 2024

Apr 23, 2024

BUY
$46.44 - $57.96 $30,464 - $38,021
656 Added 8.65%
8,238 $477,000
Q4 2023

Jan 19, 2024

SELL
$38.67 - $50.51 $60,093 - $78,492
-1,554 Reduced 17.01%
7,582 $373,000
Q3 2023

Oct 20, 2023

SELL
$40.43 - $47.13 $30,160 - $35,158
-746 Reduced 7.55%
9,136 $373,000
Q2 2023

Aug 04, 2023

SELL
$36.72 - $42.68 $31,065 - $36,107
-846 Reduced 7.89%
9,882 $421,000
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $15,325 - $20,515
423 Added 4.1%
10,728 $401,000
Q4 2022

Jan 27, 2023

BUY
$40.23 - $47.95 $120 - $143
3 Added 0.03%
10,305 $0
Q3 2022

Oct 19, 2022

SELL
$1.55 - $45.53 $1,005 - $29,548
-649 Reduced 5.93%
10,302 $414,000
Q2 2022

Jul 28, 2022

SELL
$37.43 - $49.33 $11,603 - $15,292
-310 Reduced 2.75%
10,951 $429,000
Q1 2022

May 03, 2022

SELL
$45.81 - $59.06 $45,306 - $58,410
-989 Reduced 8.07%
11,261 $546,000
Q4 2021

Jan 24, 2022

BUY
$45.31 - $52.0 $31,581 - $36,244
697 Added 6.03%
12,250 $588,000
Q3 2021

Nov 09, 2021

SELL
$42.32 - $51.15 $3,766 - $4,552
-89 Reduced 0.76%
11,553 $536,000
Q2 2021

Aug 17, 2021

BUY
$39.48 - $47.9 $191,596 - $232,458
4,853 Added 71.48%
11,642 $527,000
Q1 2021

May 14, 2021

BUY
$29.7 - $40.81 $201,633 - $277,059
6,789 New
6,789 $265,000
Q1 2020

Apr 20, 2020

SELL
$25.25 - $53.75 $297,773 - $633,873
-11,793 Closed
0 $0
Q4 2019

Jan 07, 2020

BUY
$47.82 - $54.46 $563,941 - $642,246
11,793 New
11,793 $634,000

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 $270B
  • 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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