A detailed history of Affinity Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Affinity Investment Advisors, LLC holds 20,130 shares of WFC stock, worth $1.13 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
20,130
Previous 20,992 4.11%
Holding current value
$1.13 Million
Previous $1.22 Million 1.73%
% of portfolio
0.9%
Previous 0.89%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $48,625 - $53,737
-862 Reduced 4.11%
20,130 $1.2 Million
Q1 2024

May 03, 2024

SELL
$46.44 - $57.96 $39,891 - $49,787
-859 Reduced 3.93%
20,992 $1.22 Million
Q4 2023

Feb 09, 2024

SELL
$38.67 - $50.51 $66,860 - $87,331
-1,729 Reduced 7.33%
21,851 $1.08 Million
Q3 2023

Oct 26, 2023

SELL
$40.43 - $47.13 $21,468 - $25,026
-531 Reduced 2.2%
23,580 $963,000
Q2 2023

Aug 10, 2023

SELL
$36.72 - $42.68 $215,252 - $250,190
-5,862 Reduced 19.56%
24,111 $1.03 Million
Q1 2023

May 05, 2023

SELL
$36.23 - $48.5 $1.34 Million - $1.79 Million
-36,876 Reduced 55.16%
29,973 $1.12 Million
Q4 2022

Feb 08, 2023

SELL
$40.23 - $47.95 $299,995 - $357,563
-7,457 Reduced 10.04%
66,849 $2.76 Million
Q3 2022

Nov 08, 2022

SELL
$1.55 - $45.53 $620 - $18,212
-400 Reduced 0.54%
74,306 $2.99 Million
Q2 2022

Jul 27, 2022

BUY
$37.43 - $49.33 $230,830 - $304,218
6,167 Added 9.0%
74,706 $2.93 Million
Q1 2022

May 05, 2022

SELL
$45.81 - $59.06 $53,735 - $69,277
-1,173 Reduced 1.68%
68,539 $3.32 Million
Q4 2021

Feb 04, 2022

SELL
$45.31 - $52.0 $38,830 - $44,564
-857 Reduced 1.21%
69,712 $3.35 Million
Q3 2021

Nov 08, 2021

SELL
$42.32 - $51.15 $761 - $920
-18 Reduced 0.03%
70,569 $3.28 Million
Q2 2021

Aug 09, 2021

BUY
$39.48 - $47.9 $2.79 Million - $3.38 Million
70,587 New
70,587 $3.2 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 $212B
  • 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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