A detailed history of Annex Advisory Services, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Annex Advisory Services, LLC holds 4,546 shares of WFC stock, worth $256,667. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,546
Previous 5,142 11.59%
Holding current value
$256,667
Previous $298,000 9.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 12, 2024

SELL
$56.41 - $62.34 $33,620 - $37,154
-596 Reduced 11.59%
4,546 $269,000
Q1 2024

Apr 12, 2024

BUY
$46.44 - $57.96 $238,794 - $298,030
5,142 New
5,142 $298,000
Q2 2022

Jul 27, 2022

SELL
$37.43 - $49.33 $180,262 - $237,573
-4,816 Closed
0 $0
Q1 2022

Apr 13, 2022

SELL
$45.81 - $59.06 $472,209 - $608,790
-10,308 Reduced 68.16%
4,816 $233,000
Q4 2021

Jan 31, 2022

BUY
$45.31 - $52.0 $685,268 - $786,448
15,124 New
15,124 $726,000
Q1 2019

May 15, 2019

SELL
$46.57 - $51.73 $207,981 - $231,026
-4,466 Closed
0 $0
Q4 2018

Feb 12, 2019

SELL
$43.6 - $54.46 $1,351 - $1,688
-31 Reduced 0.69%
4,466 $206,000
Q3 2018

Nov 13, 2018

BUY
$52.56 - $59.19 $11,510 - $12,962
219 Added 5.12%
4,497 $236,000
Q2 2018

Aug 13, 2018

SELL
$50.39 - $56.18 $44,847 - $50,000
-890 Reduced 17.22%
4,278 $237,000
Q1 2018

May 03, 2018

SELL
$50.98 - $65.93 $18,556 - $23,998
-364 Reduced 6.58%
5,168 $271,000
Q4 2017

Feb 13, 2018

SELL
$53.19 - $61.61 $59,253 - $68,633
-1,114 Reduced 16.76%
5,532 $336,000
Q3 2017

Nov 02, 2017

BUY
$49.58 - $55.15 $329,508 - $366,526
6,646
6,646 $367,000

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 $214B
  • 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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