Atlas Capital Advisors LLC Wells Fargo & Company Transaction History

Atlas Capital Advisors LLC

$770 Billion
Q2 2024

A detailed history of Atlas Capital Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 523 shares of WFC stock, worth $33,414. This represents 0.0% of its overall portfolio holdings.

Number of Shares

523

Previous 779 32.86%

Holding current value

$33,414

Previous $45.2 Million 31.2%

% of portfolio

0.0%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$56.41 - $62.34 $14,440 - $15,959	-256 Reduced 32.86%	523 $31.1 Million
Q1 2024 Apr 15, 2024	BUY	$46.44 - $57.96 $19,411 - $24,227	418 Added 115.79%	779 $45.2 Million
Q3 2023 Nov 14, 2023	SELL	$40.43 - $47.13 $68,731 - $80,121	-1,700 Reduced 82.48%	361 $14.8 Million
Q4 2022 Feb 15, 2023	SELL	$40.23 - $47.95 $42,241 - $50,347	-1,050 Reduced 33.75%	2,061 $85.1 Million
Q3 2022 Nov 08, 2022	SELL	$1.55 - $45.53 $3,100 - $91,060	-2,000 Reduced 39.13%	3,111 $125 Million
Q2 2022 Aug 16, 2022	SELL	$37.43 - $49.33 $678,531 - $894,254	-18,128 Reduced 78.01%	5,111 $200 Million
Q1 2022 May 11, 2022	BUY	$45.81 - $59.06 $4,489 - $5,787	98 Added 0.42%	23,239 $1.13 Billion
Q4 2021 Feb 01, 2022	BUY	$45.31 - $52.0 $257,043 - $294,996	5,673 Added 32.48%	23,141 $1.11 Billion
Q3 2021 Oct 28, 2021	BUY	$42.32 - $51.15 $564,210 - $681,931	13,332 Added 322.34%	17,468 $810,000
Q2 2021 Jul 30, 2021	BUY	$39.48 - $47.9 $5,369 - $6,514	136 Added 3.4%	4,136 $187,000
Q1 2021 May 10, 2021	BUY	$29.7 - $40.81 $52,004 - $71,458	1,751 Added 77.86%	4,000 $156,000
Q4 2020 Feb 16, 2021	BUY	$21.14 - $30.35 $47,543 - $68,257	2,249 New	2,249 $67,000
Q3 2020 Oct 23, 2020	SELL	$22.83 - $26.35 $51,344 - $59,261	-2,249 Closed	0 $0
Q2 2020 Jul 28, 2020	SELL	$22.53 - $33.32 $7,885 - $11,662	-350 Reduced 13.47%	2,249 $57,000
Q1 2020 May 04, 2020	SELL	$25.25 - $53.75 $40,400 - $86,000	-1,600 Reduced 38.1%	2,599 $74,000
Q2 2019 Jul 25, 2019	BUY	$44.37 - $49.17 $87,941 - $97,454	1,982 Added 89.4%	4,199 $0
Q4 2018 Jan 29, 2019	SELL	$43.6 - $54.46 $21,930 - $27,393	-503 Reduced 18.49%	2,217 $102,000
Q3 2018 Nov 09, 2018	BUY	$52.56 - $59.19 $58,867 - $66,292	1,120 Added 70.0%	2,720 $0
Q1 2018 Apr 18, 2018	BUY	$50.98 - $65.93 $81,568 - $105,488	1,600 New	1,600 $0

Others Institutions Holding WFC

# of Institutions

2,487

Shares Held

2.39B

Call Options Held

44.1M

Put Options Held

43.9M

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 $242B
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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Atlas Capital Advisors LLC Wells Fargo & Company Transaction History