A detailed history of Wr Wealth Planners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,062 shares of WFC stock, worth $74,148. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,867 43.12%
Holding current value
$74,148
Previous $110,000 46.36%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 17, 2024

SELL
$51.58 - $60.97 $41,521 - $49,080
-805 Reduced 43.12%
1,062 $59,000
Q2 2024

Jul 31, 2024

BUY
$56.41 - $62.34 $19,405 - $21,444
344 Added 22.59%
1,867 $110,000
Q1 2024

Jul 31, 2024

BUY
$46.44 - $57.96 $70,728 - $88,273
1,523 New
1,523 $88,000
Q3 2023

Aug 01, 2024

BUY
$40.43 - $47.13 $8,854 - $10,321
219 Added 18.0%
1,436 $58.7 Million
Q2 2023

Aug 01, 2024

SELL
$36.72 - $42.68 $23,868 - $27,742
-650 Reduced 34.82%
1,217 $51.9 Million
Q1 2023

Aug 01, 2024

SELL
$36.23 - $48.5 $47,714 - $63,874
-1,317 Reduced 70.54%
550 $20.6 Million

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 $265B
  • 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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.