A detailed history of Avitas Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Avitas Wealth Management LLC holds 45,838 shares of WFC stock, worth $3.52 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
45,838
Previous 45,242 1.32%
Holding current value
$3.52 Million
Previous $2.69 Million 3.65%
% of portfolio
0.37%
Previous 0.4%

Shares

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

Oct 25, 2024

BUY
$51.58 - $60.97 $30,741 - $36,338
596 Added 1.32%
45,838 $2.59 Million
Q2 2024

Jul 24, 2024

BUY
$56.41 - $62.34 $3,666 - $4,052
65 Added 0.14%
45,242 $2.69 Million
Q1 2024

Apr 24, 2024

BUY
$46.44 - $57.96 $2.1 Million - $2.62 Million
45,177 New
45,177 $2.62 Million
Q3 2018

Nov 13, 2018

SELL
$52.56 - $59.19 $3.4 Million - $3.83 Million
-64,715 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$50.39 - $56.18 $3.26 Million - $3.64 Million
64,715 New
64,715 $3.59 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 $292B
  • 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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