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 $1.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,864
Previous 18,475 3.31%
Holding current value
$1.23 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 $261B
  • 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 Adviser Investments LLC Portfolio

Follow Adviser Investments 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 Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.