Centerpoint Advisors, LLC Wells Fargo & Company Transaction History

Centerpoint Advisors, LLC

$288 Million
Q3 2024

A detailed history of Centerpoint Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 1,463 shares of WFC stock, worth $94,626. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,463

Previous 1,863 21.47%

Holding current value

$94,626

Previous $111,000 25.23%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$51.58 - $60.97 $20,632 - $24,388	-400 Reduced 21.47%	1,463 $83,000
Q2 2024 Jul 30, 2024	SELL	$56.41 - $62.34 $9,082 - $10,036	-161 Reduced 7.95%	1,863 $111,000
Q1 2024 May 02, 2024	BUY	$46.44 - $57.96 $52,802 - $65,900	1,137 Added 128.18%	2,024 $117,000
Q4 2023 Jan 16, 2024	BUY	$38.67 - $50.51 $29,350 - $38,337	759 Added 592.97%	887 $44,000
Q1 2023 May 03, 2023	BUY	$36.23 - $48.5 $4,637 - $6,208	128 New	128 $5,000
Q1 2022 Apr 27, 2022	SELL	$45.81 - $59.06 $25,561 - $32,955	-558 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$39.48 - $47.9 $22,029 - $26,728	558 New	558 $25,000
Q3 2020 Oct 13, 2020	SELL	$22.83 - $26.35 $2,009 - $2,318	-88 Closed	0 $0
Q2 2020 Jul 31, 2020	SELL	$22.53 - $33.32 $56,325 - $83,300	-2,500 Reduced 96.6%	88 $2,000
Q1 2020 Apr 23, 2020	SELL	$25.25 - $53.75 $11,867 - $25,262	-470 Reduced 15.37%	2,588 $74,000
Q3 2019 Oct 21, 2019	SELL	$43.38 - $50.71 $6,507 - $7,606	-150 Reduced 4.68%	3,058 $154,000
Q4 2018 Feb 05, 2019	BUY	$43.6 - $54.46 $3,052 - $3,812	70 Added 2.23%	3,208 $148,000
Q2 2018 Aug 13, 2018	SELL	$50.39 - $56.18 $75,232 - $83,876	-1,493 Reduced 32.24%	3,138 $174,000
Q1 2018 May 09, 2018	BUY	$50.98 - $65.93 $72,085 - $93,225	1,414 Added 43.95%	4,631 $243,000
Q4 2017 Mar 14, 2018	BUY	$53.19 - $61.61 $171,112 - $198,199	3,217	3,217 $195,000

Others Institutions Holding WFC

# of Institutions

2,479

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $245B
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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Centerpoint Advisors, LLC Wells Fargo & Company Transaction History