Avion Wealth Wells Fargo & Company Transaction History

Avion Wealth

$362 Million
Q2 2024

A detailed history of Avion Wealth transactions in Wells Fargo & Company stock. As of the latest transaction made, Avion Wealth holds 14,020 shares of WFC stock, worth $783,577. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,020

Previous 15,472 9.38%

Holding current value

$783,577

Previous $897,000 7.25%

% of portfolio

0.23%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$56.41 - $62.34 $81,907 - $90,517	-1,452 Reduced 9.38%	14,020 $832,000
Q1 2024 May 03, 2024	SELL	$46.44 - $57.96 $82,523 - $102,994	-1,777 Reduced 10.3%	15,472 $897,000
Q4 2023 Jan 26, 2024	SELL	$38.67 - $50.51 $154 - $202	-4 Reduced 0.02%	17,249 $849,000
Q3 2023 Oct 20, 2023	BUY	$40.43 - $47.13 $131,720 - $153,549	3,258 Added 23.28%	17,253 $704,000
Q2 2023 Jul 14, 2023	BUY	$36.72 - $42.68 $248,043 - $288,303	6,755 Added 93.3%	13,995 $597,000
Q1 2023 May 05, 2023	BUY	$36.23 - $48.5 $3,333 - $4,462	92 Added 1.29%	7,240 $298,000
Q3 2022 Oct 31, 2022	SELL	$1.55 - $45.53 $1,108 - $32,553	-715 Reduced 9.09%	7,148 $287,000
Q1 2021 May 06, 2021	SELL	$29.7 - $40.81 $4,455 - $6,121	-150 Reduced 1.87%	7,863 $307,000
Q4 2020 Jan 26, 2021	BUY	$21.14 - $30.35 $13,149 - $18,877	622 Added 8.42%	8,013 $242,000
Q3 2020 Oct 30, 2020	BUY	$22.83 - $26.35 $5,547 - $6,403	243 Added 3.4%	7,391 $174,000
Q3 2019 Oct 31, 2019	BUY	$43.38 - $50.71 $310,080 - $362,475	7,148 New	7,148 $361,000

Others Institutions Holding WFC

# of Institutions

2,486

Shares Held

2.39B

Call Options Held

44.2M

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 $212B
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

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