A detailed history of Aprio Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 6,377 shares of WFC stock, worth $492,368. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,377
Previous 6,749 5.51%
Holding current value
$492,368
Previous $400,000 10.0%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 07, 2024

SELL
$51.58 - $60.97 $19,187 - $22,680
-372 Reduced 5.51%
6,377 $360,000
Q2 2024

Jul 10, 2024

BUY
$56.41 - $62.34 $58,609 - $64,771
1,039 Added 18.2%
6,749 $400,000
Q1 2024

Apr 10, 2024

BUY
$46.44 - $57.96 $32,322 - $40,340
696 Added 13.88%
5,710 $330,000
Q4 2023

Jan 17, 2024

SELL
$38.67 - $50.51 $18,561 - $24,244
-480 Reduced 8.74%
5,014 $246,000
Q3 2023

Oct 10, 2023

SELL
$40.43 - $47.13 $33,799 - $39,400
-836 Reduced 13.21%
5,494 $224,000
Q2 2023

Jul 13, 2023

BUY
$36.72 - $42.68 $232,437 - $270,164
6,330 New
6,330 $270,000
Q2 2022

Jul 26, 2022

BUY
$37.43 - $49.33 $204,405 - $269,391
5,461 New
5,461 $214,000
Q1 2020

Apr 16, 2020

SELL
$25.25 - $53.75 $128,118 - $272,727
-5,074 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $242,638 - $276,330
5,074 New
5,074 $273,000

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 $293B
  • 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 Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, 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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.