Appleton Partners Inc Wells Fargo & Company Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Appleton Partners Inc holds 9,107 shares of WFC stock, worth $691,767. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,107
Previous 9,557 4.71%
Holding current value
$691,767
Previous $568,000 9.51%
% of portfolio
0.04%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
SELL
$51.58 - $60.97 $23,211 - $27,436
-450 Reduced 4.71%
9,107 $514,000
Q2 2024

Jul 02, 2024
SELL
$56.41 - $62.34 $26,117 - $28,863
-463 Reduced 4.62%
9,557 $568,000
Q1 2024

Apr 01, 2024
SELL
$46.44 - $57.96 $273,810 - $341,732
-5,896 Reduced 37.04%
10,020 $581,000
Q4 2023

Jan 02, 2024
SELL
$38.67 - $50.51 $39,211 - $51,217
-1,014 Reduced 5.99%
15,916 $783,000
Q3 2023

Oct 03, 2023
SELL
$40.43 - $47.13 $90,239 - $105,194
-2,232 Reduced 11.65%
16,930 $692,000
Q2 2023

Jul 10, 2023
SELL
$36.72 - $42.68 $109,866 - $127,698
-2,992 Reduced 13.51%
19,162 $818,000
Q1 2023

Apr 10, 2023
SELL
$36.23 - $48.5 $17,644 - $23,619
-487 Reduced 2.15%
22,154 $828,000
Q4 2022

Jan 19, 2023
SELL
$40.23 - $47.95 $32,988 - $39,319
-820 Reduced 3.5%
22,641 $935,000
Q3 2022

Oct 27, 2022
SELL
$1.55 - $45.53 $11,866 - $348,577
-7,656 Reduced 24.6%
23,461 $944,000
Q2 2022

Jul 08, 2022
BUY
$37.43 - $49.33 $368,910 - $486,196
9,856 Added 46.36%
31,117 $1.22 Million
Q1 2022

Apr 05, 2022
SELL
$45.81 - $59.06 $9,803 - $12,638
-214 Reduced 1.0%
21,261 $1.03 Million
Q4 2021

Feb 03, 2022
SELL
$45.31 - $52.0 $10,194 - $11,700
-225 Reduced 1.04%
21,475 $1.03 Million
Q3 2021

Oct 14, 2021
SELL
$42.32 - $51.15 $32,713 - $39,538
-773 Reduced 3.44%
21,700 $1.01 Million
Q2 2021

Jul 07, 2021
BUY
$39.48 - $47.9 $13,028 - $15,807
330 Added 1.49%
22,473 $1.02 Million
Q1 2021

Apr 19, 2021
SELL
$29.7 - $40.81 $30,888 - $42,442
-1,040 Reduced 4.49%
22,143 $865,000
Q4 2020

Jan 19, 2021
BUY
$21.14 - $30.35 $2,114 - $3,035
100 Added 0.43%
23,183 $700,000
Q3 2020

Oct 14, 2020
SELL
$22.83 - $26.35 $70,727 - $81,632
-3,098 Reduced 11.83%
23,083 $543,000
Q2 2020

Aug 14, 2020
SELL
$22.53 - $33.32 $102,038 - $150,906
-4,529 Reduced 14.75%
26,181 $670,000
Q1 2020

May 04, 2020
SELL
$25.25 - $53.75 $41,157 - $87,612
-1,630 Reduced 5.04%
30,710 $881,000
Q4 2019

Jan 13, 2020
SELL
$47.82 - $54.46 $16,593 - $18,897
-347 Reduced 1.06%
32,340 $1.74 Million
Q3 2019

Nov 04, 2019
SELL
$43.38 - $50.71 $53,487 - $62,525
-1,233 Reduced 3.64%
32,687 $1.65 Million
Q2 2019

Jul 25, 2019
SELL
$44.37 - $49.17 $84,036 - $93,127
-1,894 Reduced 5.29%
33,920 $1.61 Million
Q1 2019

Apr 17, 2019
SELL
$46.57 - $51.73 $571,413 - $634,727
-12,270 Reduced 25.52%
35,814 $1.73 Million
Q4 2018

Jan 17, 2019
SELL
$43.6 - $54.46 $223,973 - $279,761
-5,137 Reduced 9.65%
48,084 $2.22 Million
Q3 2018

Oct 09, 2018
SELL
$52.56 - $59.19 $104,541 - $117,728
-1,989 Reduced 3.6%
53,221 $2.8 Million
Q2 2018

Aug 08, 2018
SELL
$50.39 - $56.18 $78,658 - $87,696
-1,561 Reduced 2.75%
55,210 $3.06 Million
Q1 2018

Apr 11, 2018
SELL
$50.98 - $65.93 $246,335 - $318,573
-4,832 Reduced 7.84%
56,771 $2.98 Million
Q4 2017

Jan 12, 2018
SELL
$53.19 - $61.61 $243,610 - $282,173
-4,580 Reduced 6.92%
61,603 $3.74 Million
Q3 2017

Oct 12, 2017
BUY
$49.58 - $55.15 $3.28 Million - $3.65 Million
66,183
66,183 $3.65 Million

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

WFC Quotes by TradingView
  • 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
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