A detailed history of Bay Harbor Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 1,515 shares of WFC stock, worth $106,868. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,515
Previous 1,577 3.93%
Holding current value
$106,868
Previous $93,000 8.6%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

SELL
$51.58 - $60.97 $3,197 - $3,780
-62 Reduced 3.93%
1,515 $85,000
Q2 2024

Jul 24, 2024

BUY
$56.41 - $62.34 $1,523 - $1,683
27 Added 1.74%
1,577 $93,000
Q1 2024

Apr 22, 2024

SELL
$46.44 - $57.96 $417 - $521
-9 Reduced 0.58%
1,550 $89,000
Q3 2023

Oct 24, 2023

BUY
$40.43 - $47.13 $1,091 - $1,272
27 Added 1.76%
1,559 $63,000
Q2 2023

Jul 19, 2023

SELL
$36.72 - $42.68 $4,259 - $4,950
-116 Reduced 7.04%
1,532 $65,000
Q1 2023

May 03, 2023

BUY
$36.23 - $48.5 $217 - $291
6 Added 0.37%
1,648 $61,000
Q4 2022

Jan 25, 2023

SELL
$40.23 - $47.95 $241 - $287
-6 Reduced 0.36%
1,642 $68,000
Q3 2022

Nov 02, 2022

BUY
$1.55 - $45.53 $2,554 - $75,033
1,648 New
1,648 $66,000
Q1 2021

May 05, 2021

SELL
$29.7 - $40.81 $3,564 - $4,897
-120 Closed
0 $0
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $401 - $576
-19 Reduced 13.67%
120 $4,000
Q2 2020

Jul 16, 2020

SELL
$22.53 - $33.32 $45 - $66
-2 Reduced 1.42%
139 $4,000
Q4 2018

Feb 14, 2019

BUY
$43.6 - $54.46 $6,147 - $7,678
141 New
141 $6,000

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 $268B
  • 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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