Brio Consultants, LLC Wells Fargo & Company Transaction History

Brio Consultants, LLC

$624 Million
Q3 2024

A detailed history of Brio Consultants, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Brio Consultants, LLC holds 3,769 shares of WFC stock, worth $269,822. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,769

Previous 3,769 -0.0%

Holding current value

$269,822

Previous $223,000 4.93%

% of portfolio

0.03%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$46.44 - $57.96 $175,032 - $218,451	3,769 New	3,769 $218,000
Q4 2021 Jan 19, 2022	SELL	$45.31 - $52.0 $2.13 Million - $2.45 Million	-47,079 Closed	0 $0
Q3 2021 Oct 29, 2021	SELL	$42.32 - $51.15 $191,921 - $231,965	-4,535 Reduced 8.79%	47,079 $2.19 Million
Q2 2021 Jul 22, 2021	SELL	$39.48 - $47.9 $59,693 - $72,424	-1,512 Reduced 2.85%	51,614 $2.34 Million
Q4 2020 Jan 11, 2021	SELL	$21.14 - $30.35 $2,346 - $3,368	-111 Reduced 0.21%	53,126 $1.6 Million
Q2 2020 Jul 14, 2020	SELL	$22.53 - $33.32 $14,599 - $21,591	-648 Reduced 1.2%	53,237 $1.36 Million
Q1 2020 Apr 16, 2020	BUY	$25.25 - $53.75 $50 - $107	2 Added 0.0%	53,885 $1.55 Million
Q4 2019 Jan 27, 2020	BUY	$47.82 - $54.46 $334 - $381	7 Added 0.01%	53,883 $2.9 Million
Q3 2019 Oct 10, 2019	BUY	$43.38 - $50.71 $246,398 - $288,032	5,680 Added 11.79%	53,876 $2.72 Million
Q2 2019 Jul 17, 2019	BUY	$44.37 - $49.17 $1.44 Million - $1.6 Million	32,521 Added 207.47%	48,196 $2.28 Million
Q1 2019 Apr 23, 2019	BUY	$46.57 - $51.73 $2,142 - $2,379	46 Added 0.29%	15,675 $757,000
Q4 2018 Feb 04, 2019	BUY	$43.6 - $54.46 $681,424 - $851,155	15,629 New	15,629 $720,000

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 $272B
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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Brio Consultants, LLC Wells Fargo & Company Transaction History