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 $1.47 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

19,801

Previous 16,573 19.48%

Holding current value

$1.47 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

2,505

Shares Held

2.27B

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 $282B
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...

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Arkadios Wealth Advisors Wells Fargo & Company Transaction History