A detailed history of Srs Capital Advisors, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 3,840 shares of WFC stock, worth $291,686. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,840
Previous 3,499 9.75%
Holding current value
$291,686
Previous $207,000 4.35%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2024

BUY
$51.58 - $60.97 $17,588 - $20,790
341 Added 9.75%
3,840 $216,000
Q2 2024

Aug 06, 2024

BUY
$56.41 - $62.34 $51,671 - $57,103
916 Added 35.46%
3,499 $207,000
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $185 - $231
4 Added 0.16%
2,583 $149,000
Q4 2023

Feb 06, 2024

SELL
$38.67 - $50.51 $18,986 - $24,800
-491 Reduced 15.99%
2,579 $126,000
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $363 - $424
9 Added 0.29%
3,070 $125,000
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $293 - $341
8 Added 0.26%
3,061 $130,000
Q1 2023

May 16, 2023

BUY
$36.23 - $48.5 $253 - $339
7 Added 0.23%
3,053 $114,000
Q4 2022

Feb 24, 2023

SELL
$40.23 - $47.95 $90,758 - $108,175
-2,256 Reduced 42.55%
3,046 $125,000
Q3 2022

Nov 03, 2022

SELL
$1.55 - $45.53 $534 - $15,707
-345 Reduced 6.11%
5,302 $213,000
Q2 2022

Aug 22, 2022

BUY
$37.43 - $49.33 $224 - $295
6 Added 0.11%
5,647 $221,000
Q1 2022

May 12, 2022

BUY
$45.81 - $59.06 $110,860 - $142,925
2,420 Added 75.13%
5,641 $273,000
Q4 2021

Feb 08, 2022

BUY
$45.31 - $52.0 $3,443 - $3,952
76 Added 2.42%
3,221 $155,000
Q3 2021

Nov 05, 2021

SELL
$42.32 - $51.15 $243,932 - $294,828
-5,764 Reduced 64.7%
3,145 $146,000
Q2 2021

Aug 02, 2021

SELL
$39.48 - $47.9 $8,922 - $10,825
-226 Reduced 2.47%
8,909 $403,000
Q4 2020

Feb 03, 2021

SELL
$21.14 - $30.35 $1,923 - $2,761
-91 Reduced 0.99%
9,135 $276,000
Q3 2020

Nov 12, 2020

BUY
$22.83 - $26.35 $1,917 - $2,213
84 Added 0.92%
9,226 $217,000
Q2 2020

Aug 06, 2020

BUY
$22.53 - $33.32 $1,329 - $1,965
59 Added 0.65%
9,142 $234,000
Q1 2020

May 13, 2020

SELL
$25.25 - $53.75 $128,068 - $272,620
-5,072 Reduced 35.83%
9,083 $261,000
Q4 2019

Feb 07, 2020

SELL
$47.82 - $54.46 $84,832 - $96,612
-1,774 Reduced 11.14%
14,155 $762,000
Q3 2019

Nov 01, 2019

BUY
$43.38 - $50.71 $34,009 - $39,756
784 Added 5.18%
15,929 $803,000
Q2 2019

Aug 08, 2019

BUY
$44.37 - $49.17 $9,495 - $10,522
214 Added 1.43%
15,145 $717,000
Q4 2018

Feb 06, 2019

BUY
$43.6 - $54.46 $15,172 - $18,952
348 Added 2.39%
14,931 $688,000
Q3 2018

Nov 06, 2018

SELL
$52.56 - $59.19 $2.14 Million - $2.41 Million
-40,769 Reduced 73.65%
14,583 $766,000
Q2 2018

Aug 21, 2018

BUY
$50.39 - $56.18 $26,555 - $29,606
527 Added 0.96%
55,352 $3.07 Million
Q1 2018

May 14, 2018

SELL
$50.98 - $65.93 $41,956 - $54,260
-823 Reduced 1.48%
54,825 $2.87 Million
Q4 2017

Feb 15, 2018

BUY
$53.19 - $61.61 $8,882 - $10,288
167 Added 0.3%
55,648 $3.38 Million
Q3 2017

Nov 15, 2017

BUY
$49.58 - $55.15 $2.75 Million - $3.06 Million
55,481
55,481 $3.06 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 $288B
  • 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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