A detailed history of Zhang Financial LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Zhang Financial LLC holds 3,703 shares of WFC stock, worth $285,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,703
Previous 3,674 0.79%
Holding current value
$285,908
Previous $218,000 4.13%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 15, 2024

BUY
$51.58 - $60.97 $1,495 - $1,768
29 Added 0.79%
3,703 $209,000
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $207,250 - $229,037
3,674 New
3,674 $218,000
Q2 2022

Jul 14, 2022

SELL
$37.43 - $49.33 $168,547 - $222,132
-4,503 Closed
0 $0
Q1 2022

Apr 21, 2022

BUY
$45.81 - $59.06 $14,521 - $18,722
317 Added 7.57%
4,503 $218,000
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $189,667 - $217,672
4,186 New
4,186 $201,000
Q4 2016

May 28, 2019

SELL
N/A
-5,003 Closed
0 $0
Q3 2016

May 28, 2019

BUY
N/A
25 Added 0.5%
5,003 $222,000
Q2 2015

May 24, 2019

BUY
N/A
51 Added 1.04%
4,978 $280,000
Q3 2014

May 31, 2019

BUY
N/A
337 Added 7.34%
4,927 $256,000
Q4 2013

May 31, 2019

BUY
N/A
4,590 New
4,590 $208,000
Q2 2013

May 31, 2019

SELL
N/A
-5,590 Closed
0 $0
Q1 2013

May 31, 2019

BUY
N/A
5,590
5,590 $207,000

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 $293B
  • 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 Zhang Financial LLC Portfolio

Follow Zhang Financial 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 Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.