Baker Tilly Wealth Management, LLC Wells Fargo & Company Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 8,648 shares of WFC stock, worth $614,959. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,648

Previous 15,268 43.36%

Holding current value

$614,959

Previous $906,000 46.14%

% of portfolio

0.22%

Previous 0.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$51.58 - $60.97 $341,459 - $403,621	-6,620 Reduced 43.36%	8,648 $488,000
Q2 2024 Jul 18, 2024	SELL	$56.41 - $62.34 $1.82 Million - $2.01 Million	-32,230 Reduced 67.86%	15,268 $906,000
Q1 2024 May 09, 2024	SELL	$46.44 - $57.96 $415,359 - $518,394	-8,944 Reduced 15.85%	47,498 $2.75 Million
Q4 2023 Jan 10, 2024	SELL	$38.67 - $50.51 $209,784 - $274,016	-5,425 Reduced 8.77%	56,442 $2.78 Million
Q3 2023 Oct 10, 2023	SELL	$40.43 - $47.13 $3.72 Million - $4.34 Million	-92,001 Reduced 59.79%	61,867 $2.53 Million
Q2 2023 Jul 20, 2023	BUY	$36.72 - $42.68 $33,121 - $38,497	902 Added 0.59%	153,868 $6.57 Million
Q1 2023 Apr 12, 2023	BUY	$36.23 - $48.5 $457,367 - $612,264	12,624 Added 9.0%	152,966 $5.72 Million
Q4 2022 Jan 26, 2023	BUY	$40.23 - $47.95 $11,264 - $13,426	280 Added 0.2%	140,342 $0
Q3 2022 Oct 20, 2022	BUY	$1.55 - $45.53 $258 - $7,603	167 Added 0.12%	140,062 $5.63 Million
Q2 2022 Jul 28, 2022	BUY	$37.43 - $49.33 $47,798 - $62,994	1,277 Added 0.92%	139,895 $5.48 Million
Q1 2022 Apr 27, 2022	BUY	$45.81 - $59.06 $6,505 - $8,386	142 Added 0.1%	138,618 $6.72 Million
Q4 2021 Feb 08, 2022	SELL	$45.31 - $52.0 $497,322 - $570,752	-10,976 Reduced 7.34%	138,476 $6.64 Million
Q3 2021 Nov 02, 2021	BUY	$42.32 - $51.15 $95,939 - $115,957	2,267 Added 1.54%	149,452 $6.94 Million
Q2 2021 Jul 30, 2021	BUY	$39.48 - $47.9 $2.51 Million - $3.04 Million	63,473 Added 75.82%	147,185 $6.67 Million
Q1 2021 Apr 28, 2021	BUY	$29.7 - $40.81 $1.98 Million - $2.73 Million	66,826 Added 395.75%	83,712 $3.27 Million
Q4 2020 Feb 03, 2021	BUY	$21.14 - $30.35 $356,970 - $512,490	16,886 New	16,886 $510,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

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 $270B
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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Baker Tilly Wealth Management, LLC Wells Fargo & Company Transaction History