Altium Wealth Management LLC Wells Fargo & Company Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Altium Wealth Management LLC holds 62,474 shares of WFC stock, worth $4.75 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

62,474

Previous 58,815 6.22%

Holding current value

$4.75 Million

Previous $2.85 Million 14.14%

% of portfolio

0.18%

Previous 0.18%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$37.43 - $49.33 $136,956 - $180,498	3,659 Added 6.22%	62,474 $2.45 Million
Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $319,249 - $411,589	6,969 Added 13.44%	58,815 $2.85 Million
Q4 2021 Jan 31, 2022	BUY	$45.31 - $52.0 $226,142 - $259,532	4,991 Added 10.65%	51,846 $2.49 Million
Q3 2021 Nov 15, 2021	BUY	$42.32 - $51.15 $127,891 - $154,575	3,022 Added 6.89%	46,855 $2.18 Million
Q2 2021 Aug 13, 2021	BUY	$39.48 - $47.9 $38,019 - $46,127	963 Added 2.25%	43,833 $1.99 Million
Q1 2021 May 06, 2021	BUY	$29.7 - $40.81 $101,811 - $139,896	3,428 Added 8.69%	42,870 $1.68 Million
Q4 2020 Feb 04, 2021	BUY	$21.14 - $30.35 $82,995 - $119,154	3,926 Added 11.05%	39,442 $1.19 Million
Q3 2020 Oct 26, 2020	BUY	$22.83 - $26.35 $142,687 - $164,687	6,250 Added 21.36%	35,516 $835,000
Q2 2020 Jul 31, 2020	SELL	$22.53 - $33.32 $39,517 - $58,443	-1,754 Reduced 5.65%	29,266 $749,000
Q1 2020 Apr 23, 2020	SELL	$25.25 - $53.75 $193,642 - $412,208	-7,669 Reduced 19.82%	31,020 $890,000
Q4 2019 Jan 17, 2020	BUY	$47.82 - $54.46 $167,274 - $190,501	3,498 Added 9.94%	38,689 $2.08 Million
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $277,284 - $324,138	6,392 Added 22.2%	35,191 $1.78 Million
Q2 2019 Jul 18, 2019	BUY	$44.37 - $49.17 $11,403 - $12,636	257 Added 0.9%	28,799 $1.36 Million
Q1 2019 Apr 26, 2019	BUY	$46.57 - $51.73 $50,714 - $56,333	1,089 Added 3.97%	28,542 $1.38 Million
Q4 2018 Jan 18, 2019	BUY	$43.6 - $54.46 $80,747 - $100,859	1,852 Added 7.23%	27,453 $1.27 Million
Q3 2018 Nov 13, 2018	BUY	$52.56 - $59.19 $163,198 - $183,784	3,105 Added 13.8%	25,601 $1.35 Million
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $768,145 - $856,407	15,244 Added 210.2%	22,496 $1.25 Million
Q1 2018 Jun 06, 2018	BUY	$50.98 - $65.93 $101,195 - $130,871	1,985 Added 37.69%	7,252 $380,000
Q4 2017 Jun 01, 2018	BUY	$53.19 - $61.61 $280,151 - $324,499	5,267	5,267 $319,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $288B
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...

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Altium Wealth Management LLC Wells Fargo & Company Transaction History