A detailed history of Western Pacific Wealth Management, LP transactions in Wells Fargo & Company stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 8,571 shares of WFC stock, worth $602,884. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,571
Previous 8,570 0.01%
Holding current value
$602,884
Previous $508,000 4.92%
% of portfolio
0.33%
Previous 0.39%

Shares

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

Oct 31, 2024

BUY
$51.58 - $60.97 $51 - $60
1 Added 0.01%
8,571 $483,000
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $9,251 - $10,223
-164 Reduced 1.88%
8,570 $508,000
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $68,127 - $85,027
1,467 Added 20.19%
8,734 $506,000
Q4 2023

Feb 09, 2024

BUY
$38.67 - $50.51 $22,892 - $29,901
592 Added 8.87%
7,267 $357,000
Q3 2023

Oct 26, 2023

BUY
$40.43 - $47.13 $24,864 - $28,984
615 Added 10.15%
6,675 $272,000
Q4 2022

Feb 03, 2023

BUY
$40.23 - $47.95 $66,379 - $79,117
1,650 Added 37.41%
6,060 $250,000
Q3 2022

Oct 27, 2022

BUY
$1.55 - $45.53 $5,612 - $164,864
3,621 Added 458.94%
4,410 $177,000
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $35,749 - $41,028
789 New
789 $37,000

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 $267B
  • 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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