A detailed history of Willner & Heller, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Willner & Heller, LLC holds 4,971 shares of WFC stock, worth $354,482. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,971
Previous 4,937 0.69%
Holding current value
$354,482
Previous $293,000 4.44%
% of portfolio
0.26%
Previous 0.29%

Shares

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

Oct 10, 2024

BUY
$51.58 - $60.97 $1,753 - $2,072
34 Added 0.69%
4,971 $280,000
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $1,635 - $1,807
29 Added 0.59%
4,937 $293,000
Q1 2024

Jul 19, 2024

BUY
$46.44 - $57.96 $1,393 - $1,738
30 Added 0.62%
4,908 $284,000
Q4 2023

Mar 06, 2024

BUY
$38.67 - $50.51 $188,632 - $246,387
4,878 New
4,878 $240,000

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 $271B
  • 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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