Arkadios Wealth Advisors Wells Fargo & Company Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Arkadios Wealth Advisors holds 19,801 shares of WFC stock, worth $1.39 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

19,801

Previous 16,573 19.48%

Holding current value

$1.39 Million

Previous $984,000 13.52%

% of portfolio

0.07%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$51.58 - $60.97 $166,500 - $196,811	3,228 Added 19.48%	19,801 $1.12 Million
Q2 2024 Jul 29, 2024	BUY	$56.41 - $62.34 $100,861 - $111,463	1,788 Added 12.09%	16,573 $984,000
Q1 2024 Apr 30, 2024	BUY	$46.44 - $57.96 $20,851 - $26,024	449 Added 3.13%	14,785 $856,000
Q4 2023 Jan 24, 2024	SELL	$38.67 - $50.51 $39,056 - $51,015	-1,010 Reduced 6.58%	14,336 $705,000
Q3 2023 Oct 13, 2023	SELL	$40.43 - $47.13 $76,008 - $88,604	-1,880 Reduced 10.91%	15,346 $627,000
Q2 2023 Jul 26, 2023	BUY	$36.72 - $42.68 $8,188 - $9,517	223 Added 1.31%	17,226 $735,000
Q1 2023 May 02, 2023	BUY	$36.23 - $48.5 $16,665 - $22,310	460 Added 2.78%	17,003 $635,000
Q4 2022 Jan 11, 2023	BUY	$40.23 - $47.95 $29,327 - $34,955	729 Added 4.61%	16,543 $0
Q3 2022 Oct 21, 2022	BUY	$1.55 - $45.53 $20 - $591	13 Added 0.08%	15,814 $636,000
Q2 2022 Jul 14, 2022	SELL	$37.43 - $49.33 $1,572 - $2,071	-42 Reduced 0.27%	15,801 $619,000
Q1 2022 May 02, 2022	SELL	$45.81 - $59.06 $293,779 - $378,751	-6,413 Reduced 28.81%	15,843 $768,000
Q4 2021 Feb 03, 2022	SELL	$45.31 - $52.0 $55,595 - $63,804	-1,227 Reduced 5.23%	22,256 $1.07 Million
Q3 2021 Oct 19, 2021	SELL	$42.32 - $51.15 $526,672 - $636,561	-12,445 Reduced 34.64%	23,483 $1.09 Million
Q2 2021 Jul 28, 2021	BUY	$39.48 - $47.9 $691,097 - $838,489	17,505 Added 95.02%	35,928 $1.63 Million
Q1 2021 Apr 26, 2021	BUY	$29.7 - $40.81 $435,609 - $598,560	14,667 Added 390.5%	18,423 $719,000
Q4 2020 Feb 09, 2021	BUY	$21.14 - $30.35 $67,182 - $96,452	3,178 Added 549.83%	3,756 $113,000
Q3 2020 Nov 10, 2020	BUY	$22.83 - $26.35 $936 - $1,080	41 Added 7.64%	578 $13.2 Million
Q2 2020 Aug 10, 2020	SELL	$22.53 - $33.32 $16,199 - $23,957	-719 Reduced 57.25%	537 $13 Million
Q1 2020 May 14, 2020	SELL	$25.25 - $53.75 $19,972 - $42,516	-791 Reduced 38.64%	1,256 $36 Million
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $97,887 - $111,479	2,047 New	2,047 $110,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

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 $267B
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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Wells Fargo & Company Transaction History