Birch Hill Investment Advisors LLC Wells Fargo & Company Transaction History

Birch Hill Investment Advisors LLC

$2.06 Billion
Q3 2024

A detailed history of Birch Hill Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 5,079 shares of WFC stock, worth $357,256. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,079

Previous 5,079 -0.0%

Holding current value

$357,256

Previous $301,000 4.98%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$46.44 - $57.96 $235,868 - $294,378	5,079 New	5,079 $294,000
Q4 2020 Jan 27, 2021	SELL	$21.14 - $30.35 $990,197 - $1.42 Million	-46,840 Closed	0 $0
Q3 2020 Oct 22, 2020	SELL	$22.83 - $26.35 $866,056 - $999,587	-37,935 Reduced 44.75%	46,840 $1.1 Million
Q2 2020 Aug 10, 2020	SELL	$22.53 - $33.32 $109,495 - $161,935	-4,860 Reduced 5.42%	84,775 $2.17 Million
Q1 2020 Apr 20, 2020	SELL	$25.25 - $53.75 $33,481 - $71,272	-1,326 Reduced 1.46%	89,635 $2.57 Million
Q4 2019 Jan 17, 2020	SELL	$47.82 - $54.46 $36,582 - $41,661	-765 Reduced 0.83%	90,961 $4.89 Million
Q3 2019 Oct 16, 2019	SELL	$43.38 - $50.71 $59,777 - $69,878	-1,378 Reduced 1.48%	91,726 $4.63 Million
Q2 2019 Jul 22, 2019	SELL	$44.37 - $49.17 $121,174 - $134,283	-2,731 Reduced 2.85%	93,104 $4.41 Million
Q1 2019 May 14, 2019	SELL	$46.57 - $51.73 $307,362 - $341,418	-6,600 Reduced 6.44%	95,835 $4.63 Million
Q4 2018 Feb 13, 2019	SELL	$43.6 - $54.46 $66,272 - $82,779	-1,520 Reduced 1.46%	102,435 $4.72 Million
Q3 2018 Nov 14, 2018	BUY	$52.56 - $59.19 $92,873 - $104,588	1,767 Added 1.73%	103,955 $5.46 Million
Q2 2018 Aug 14, 2018	SELL	$50.39 - $56.18 $80,624 - $89,888	-1,600 Reduced 1.54%	102,188 $5.67 Million
Q1 2018 May 15, 2018	SELL	$50.98 - $65.93 $9.39 Million - $12.1 Million	-184,129 Reduced 63.95%	103,788 $5.44 Million
Q4 2017 Feb 09, 2018	SELL	$53.19 - $61.61 $349,724 - $405,085	-6,575 Reduced 2.23%	287,917 $17.5 Million
Q3 2017 Nov 14, 2017	SELL	$49.58 - $55.15 $408,390 - $454,270	-8,237 Reduced 2.72%	294,492 $16.2 Million
Q2 2017 Aug 11, 2017	BUY	N/A	302,729	302,729 $16.8 Million

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 $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...

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Birch Hill Investment Advisors LLC Wells Fargo & Company Transaction History