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 $3.56 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

62,474

Previous 58,815 6.22%

Holding current value

$3.56 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

2,488

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $216B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.

Account

Altium Wealth Management LLC Wells Fargo & Company Transaction History