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 $345,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,546
Previous 4,546 -0.0%
Holding current value
$345,314
Previous $269,000 4.83%
% 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 $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...
More about WFC
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.