A detailed history of Aviso Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Aviso Wealth Management holds 16,595 shares of WFC stock, worth $1.17 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
16,595
Previous 11,227 47.81%
Holding current value
$1.17 Million
Previous $667 Million 40.6%
% of portfolio
0.51%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$51.58 - $60.97 $276,881 - $327,286
5,368 Added 47.81%
16,595 $937 Million
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $25,892 - $28,614
459 Added 4.26%
11,227 $667 Million
Q1 2024

May 14, 2024

SELL
$46.44 - $57.96 $8,405 - $10,490
-181 Reduced 1.65%
10,768 $624 Million
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $423,397 - $553,033
10,949 New
10,949 $539 Million

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 $267B
  • 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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