A detailed history of Adviser Investments LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Adviser Investments LLC holds 17,864 shares of WFC stock, worth $1.33 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,864
Previous 18,475 3.31%
Holding current value
$1.33 Million
Previous $1.1 Million 8.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$51.58 - $60.97 $31,515 - $37,252
-611 Reduced 3.31%
17,864 $1.01 Million
Q2 2024

Aug 12, 2024

BUY
$56.41 - $62.34 $2,594 - $2,867
46 Added 0.25%
18,475 $1.1 Million
Q1 2024

Apr 29, 2024

SELL
$46.44 - $57.96 $14.2 Million - $17.7 Million
-305,589 Reduced 94.31%
18,429 $1.07 Million
Q4 2023

Feb 01, 2024

BUY
$38.67 - $50.51 $12.2 Million - $16 Million
316,406 Added 4156.67%
324,018 $15.9 Million
Q3 2023

Oct 11, 2023

BUY
$40.43 - $47.13 $307,753 - $358,753
7,612 New
7,612 $311,000
Q1 2023

Apr 25, 2023

BUY
$36.23 - $48.5 $36,266 - $48,548
1,001 Added 16.58%
7,039 $263,000
Q4 2022

Jan 19, 2023

SELL
$40.23 - $47.95 $46,827 - $55,813
-1,164 Reduced 16.16%
6,038 $0
Q3 2022

Oct 14, 2022

BUY
$1.55 - $45.53 $1 - $45
1 Added 0.01%
7,202 $290,000
Q2 2022

Jul 14, 2022

BUY
$37.43 - $49.33 $44,204 - $58,258
1,181 Added 19.62%
7,201 $282,000
Q1 2022

May 04, 2022

SELL
$45.81 - $59.06 $84,794 - $109,320
-1,851 Reduced 23.52%
6,020 $292,000
Q4 2021

Jan 31, 2022

BUY
$45.31 - $52.0 $3,352 - $3,848
74 Added 0.95%
7,871 $378,000
Q1 2021

May 05, 2021

BUY
$29.7 - $40.81 $29 - $40
1 Added 0.01%
7,797 $305,000
Q4 2020

Jan 26, 2021

BUY
$21.14 - $30.35 $164,807 - $236,608
7,796 New
7,796 $235,000
Q3 2020

Nov 13, 2020

SELL
$22.83 - $26.35 $227,797 - $262,920
-9,978 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$22.53 - $33.32 $1,779 - $2,632
79 Added 0.8%
9,978 $255,000
Q1 2020

Apr 08, 2020

SELL
$25.25 - $53.75 $103,777 - $220,912
-4,110 Reduced 29.34%
9,899 $284,000
Q4 2019

Feb 07, 2020

BUY
$47.82 - $54.46 $58,149 - $66,223
1,216 Added 9.51%
14,009 $754,000
Q3 2019

Nov 13, 2019

SELL
$43.38 - $50.71 $2.43 Million - $2.84 Million
-56,102 Reduced 81.43%
12,793 $645,000
Q2 2019

Aug 12, 2019

SELL
$44.37 - $49.17 $361,792 - $400,932
-8,154 Reduced 10.58%
68,895 $3.26 Million
Q1 2019

May 07, 2019

BUY
$46.57 - $51.73 $37,209 - $41,332
799 Added 1.05%
77,049 $3.72 Million
Q4 2018

Jan 25, 2019

BUY
$43.6 - $54.46 $124,260 - $155,211
2,850 Added 3.88%
76,250 $3.51 Million
Q3 2018

Nov 14, 2018

BUY
$52.56 - $59.19 $55,555 - $62,563
1,057 Added 1.46%
73,400 $3.86 Million
Q2 2018

Aug 02, 2018

BUY
$50.39 - $56.18 $56,134 - $62,584
1,114 Added 1.56%
72,343 $4.01 Million
Q1 2018

May 14, 2018

SELL
$50.98 - $65.93 $1.83 Million - $2.37 Million
-35,918 Reduced 33.52%
71,229 $3.73 Million
Q4 2017

Feb 12, 2018

SELL
$53.19 - $61.61 $239,886 - $277,861
-4,510 Reduced 4.04%
107,147 $6.5 Million
Q3 2017

Oct 23, 2017

BUY
$49.58 - $55.15 $426,189 - $474,069
8,596 Added 8.34%
111,657 $6.16 Million
Q2 2017

Aug 14, 2017

BUY
N/A
103,061
103,061 $5.71 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 $282B
  • 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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