A detailed history of Athena Investment Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Athena Investment Management holds 9,758 shares of WFC stock, worth $700,234. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,758
Previous 9,758 -0.0%
Holding current value
$700,234
Previous $579,000 5.01%
% of portfolio
0.34%
Previous 0.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$56.41 - $62.34 $18,728 - $20,696
-332 Reduced 3.29%
9,758 $579,000
Q1 2024

May 09, 2024

SELL
$46.44 - $57.96 $1,857 - $2,318
-40 Reduced 0.39%
10,090 $584,000
Q4 2023

Feb 12, 2024

SELL
$38.67 - $50.51 $2,900 - $3,788
-75 Reduced 0.73%
10,130 $498,000
Q3 2023

Nov 16, 2023

BUY
$40.43 - $47.13 $40 - $47
1 Added 0.01%
10,205 $416,000
Q2 2023

Jul 31, 2023

SELL
$36.72 - $42.68 $2,313 - $2,688
-63 Reduced 0.61%
10,204 $435,000
Q4 2022

Feb 23, 2023

SELL
$40.23 - $47.95 $4,827 - $5,754
-120 Reduced 1.16%
10,267 $423,000
Q3 2022

Nov 09, 2022

BUY
$1.55 - $45.53 $232 - $6,829
150 Added 1.47%
10,387 $418,000
Q2 2022

Aug 03, 2022

BUY
$37.43 - $49.33 $226,638 - $298,693
6,055 Added 144.79%
10,237 $401,000
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $191,577 - $246,988
4,182 New
4,182 $200,000

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 $272B
  • 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 Athena Investment Management Portfolio

Follow Athena Investment Management 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 Athena Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Athena Investment Management with notifications on news.