A detailed history of Advisor Os, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Advisor Os, LLC holds 4,656 shares of WFC stock, worth $354,647. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,656
Previous 4,547 2.4%
Holding current value
$354,647
Previous $270,000 2.96%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$51.58 - $60.97 $5,622 - $6,645
109 Added 2.4%
4,656 $262,000
Q2 2024

Aug 05, 2024

BUY
$56.41 - $62.34 $7,784 - $8,602
138 Added 3.13%
4,547 $270,000
Q1 2024

May 08, 2024

SELL
$46.44 - $57.96 $127,106 - $158,636
-2,737 Reduced 38.3%
4,409 $255,000
Q4 2023

Feb 07, 2024

BUY
$38.67 - $50.51 $32,676 - $42,680
845 Added 13.41%
7,146 $351,000
Q3 2023

Nov 02, 2023

BUY
$40.43 - $47.13 $34,850 - $40,626
862 Added 15.85%
6,301 $257,000
Q2 2023

Aug 08, 2023

SELL
$36.72 - $42.68 $22,839 - $26,546
-622 Reduced 10.26%
5,439 $232,000
Q1 2023

Apr 24, 2023

BUY
$36.23 - $48.5 $219,590 - $293,958
6,061 New
6,061 $226,000

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 $289B
  • 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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