A detailed history of Alterna Wealth Management, Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 15,028 shares of WFC stock, worth $886,802. This represents 0.86% of its overall portfolio holdings.

Number of Shares
15,028
Previous 11,219 33.95%
Holding current value
$886,802
Previous $552,000 57.79%
% of portfolio
0.86%
Previous 0.66%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$46.44 - $57.96 $176,889 - $220,769
3,809 Added 33.95%
15,028 $871,000
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $6,064 - $7,069
-150 Reduced 1.32%
11,219 $458,000
Q2 2023

Aug 10, 2023

SELL
$36.72 - $42.68 $23,868 - $27,742
-650 Reduced 5.41%
11,369 $485,000
Q1 2023

May 26, 2023

SELL
$36.23 - $48.5 $49,091 - $65,717
-1,355 Reduced 10.13%
12,019 $449,000
Q4 2022

Feb 13, 2023

BUY
$40.23 - $47.95 $2,293 - $2,733
57 Added 0.43%
13,374 $552,000
Q3 2022

Nov 09, 2022

SELL
$1.55 - $45.53 $2,092 - $61,465
-1,350 Reduced 9.2%
13,317 $536,000
Q2 2022

Aug 12, 2022

SELL
$37.43 - $49.33 $18,715 - $24,665
-500 Reduced 3.3%
14,667 $575,000
Q1 2022

May 12, 2022

BUY
$45.81 - $59.06 $22,905 - $29,530
500 Added 3.41%
15,167 $735,000
Q4 2021

Feb 10, 2022

SELL
$45.31 - $52.0 $1.77 Million - $2.03 Million
-39,090 Reduced 72.72%
14,667 $704,000
Q4 2018

Feb 14, 2019

BUY
$43.6 - $54.46 $2.34 Million - $2.93 Million
53,757 New
53,757 $2.98 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 $224B
  • 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 Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc 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 Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.