Acorn Wealth Advisors, LLC Wells Fargo & Company Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$46.44 - $57.96 $10,449 - $13,041	-225 Reduced 4.94%	4,329 $250,000
Q4 2023 Feb 07, 2024	BUY	$38.67 - $50.51 $176,103 - $230,022	4,554 New	4,554 $224,000
Q2 2023 Aug 02, 2023	SELL	$36.72 - $42.68 $7,564 - $8,792	-206 Reduced 3.79%	5,230 $223,000
Q1 2023 May 09, 2023	SELL	$36.23 - $48.5 $15,144 - $20,273	-418 Reduced 7.14%	5,436 $203,000
Q4 2022 Feb 10, 2023	SELL	$40.23 - $47.95 $10,580 - $12,610	-263 Reduced 4.3%	5,854 $241,000
Q3 2022 Nov 09, 2022	SELL	$1.55 - $45.53 $167 - $4,917	-108 Reduced 1.73%	6,117 $246,000
Q2 2022 Aug 08, 2022	SELL	$37.43 - $49.33 $2,283 - $3,009	-61 Reduced 0.97%	6,225 $244,000
Q1 2022 May 03, 2022	SELL	$45.81 - $59.06 $11,818 - $15,237	-258 Reduced 3.94%	6,286 $305,000
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $32,668 - $37,492	-721 Reduced 9.92%	6,544 $314,000
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $42,277 - $51,098	-999 Reduced 12.09%	7,265 $337,000
Q2 2021 Aug 16, 2021	SELL	$39.48 - $47.9 $33,518 - $40,667	-849 Reduced 9.32%	8,264 $374,000
Q1 2021 May 14, 2021	BUY	$29.7 - $40.81 $2,732 - $3,754	92 Added 1.02%	9,113 $356,000
Q4 2020 Feb 16, 2021	SELL	$21.14 - $30.35 $7,948 - $11,411	-376 Reduced 4.0%	9,021 $272,000
Q3 2020 Nov 04, 2020	BUY	$22.83 - $26.35 $23,309 - $26,903	1,021 Added 12.19%	9,397 $221,000
Q2 2020 Aug 19, 2020	BUY	$22.53 - $33.32 $188,711 - $279,088	8,376 New	8,376 $214,000
Q3 2018 Nov 13, 2018	SELL	$52.56 - $59.19 $50,194 - $56,526	-955 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$50.98 - $65.93 $12,745 - $16,482	-250 Reduced 20.75%	955 $50,000
Q4 2017 Feb 14, 2018	BUY	$53.19 - $61.61 $64,093 - $74,240	1,205	1,205 $75,000

Others Institutions Holding WFC

# of Institutions

2,487

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $210B
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...

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