Avidian Wealth Solutions, LLC Wells Fargo & Company Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 8,160 shares of WFC stock, worth $621,547. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,160

Previous 7,440 9.68%

Holding current value

$621,547

Previous $441,000 4.31%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$51.58 - $60.97 $37,137 - $43,898	720 Added 9.68%	8,160 $460,000
Q2 2024 Aug 06, 2024	BUY	$56.41 - $62.34 $79,707 - $88,086	1,413 Added 23.44%	7,440 $441,000
Q1 2024 May 03, 2024	BUY	$46.44 - $57.96 $67,570 - $84,331	1,455 Added 31.82%	6,027 $349,000
Q4 2023 Feb 06, 2024	SELL	$38.67 - $50.51 $190,527 - $248,862	-4,927 Reduced 51.87%	4,572 $225,000
Q3 2023 Oct 13, 2023	SELL	$40.43 - $47.13 $395,122 - $460,601	-9,773 Reduced 50.71%	9,499 $388,000
Q2 2023 Aug 03, 2023	SELL	$36.72 - $42.68 $1.14 Million - $1.33 Million	-31,165 Reduced 61.79%	19,272 $822,000
Q1 2023 May 08, 2023	BUY	$36.23 - $48.5 $289,042 - $386,933	7,978 Added 18.79%	50,437 $1.89 Million
Q4 2022 Feb 06, 2023	BUY	$40.23 - $47.95 $84,925 - $101,222	2,111 Added 5.23%	42,459 $1.75 Million
Q3 2022 Nov 03, 2022	SELL	$1.55 - $45.53 $458 - $13,476	-296 Reduced 0.73%	40,348 $1.62 Million
Q2 2022 Jul 29, 2022	BUY	$37.43 - $49.33 $39,750 - $52,388	1,062 Added 2.68%	40,644 $1.59 Million
Q1 2022 May 10, 2022	BUY	$45.81 - $59.06 $254,795 - $328,491	5,562 Added 16.35%	39,582 $1.92 Million
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $61,123 - $70,148	-1,349 Reduced 3.81%	34,020 $1.63 Million
Q3 2021 Nov 10, 2021	BUY	$42.32 - $51.15 $29,750 - $35,958	703 Added 2.03%	35,369 $1.64 Million
Q2 2021 Aug 09, 2021	SELL	$39.48 - $47.9 $60,838 - $73,813	-1,541 Reduced 4.26%	34,666 $1.57 Million
Q1 2021 May 05, 2021	BUY	$29.7 - $40.81 $27,472 - $37,749	925 Added 2.62%	36,207 $1.42 Million
Q4 2020 Feb 09, 2021	BUY	$21.14 - $30.35 $105,509 - $151,476	4,991 Added 16.48%	35,282 $1.07 Million
Q3 2020 Feb 03, 2021	BUY	$22.83 - $26.35 $691,543 - $798,167	30,291 New	30,291 $712,000
Q3 2020 Nov 06, 2020	SELL	$22.83 - $26.35 $637,071 - $735,296	-27,905 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$22.53 - $33.32 $150,275 - $222,244	6,670 Added 31.41%	27,905 $714,000
Q1 2020 Apr 22, 2020	BUY	$25.25 - $53.75 $417,054 - $887,788	16,517 Added 350.08%	21,235 $609,000
Q4 2019 Feb 13, 2020	BUY	$47.82 - $54.46 $225,614 - $256,942	4,718 New	4,718 $254,000

Others Institutions Holding WFC

# of Institutions

2,503

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 $289B
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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Avidian Wealth Solutions, LLC Wells Fargo & Company Transaction History