A detailed history of Claris Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Claris Advisors, LLC holds 424 shares of WFC stock, worth $29,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
424
Holding current value
$29,908
% of portfolio
0.01%

Shares

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

Oct 31, 2024

BUY
$51.58 - $60.97 $21,869 - $25,851
424 New
424 $23,000
Q4 2022

Feb 10, 2023

BUY
$40.23 - $47.95 $4,183 - $4,986
104 Added 0.51%
20,405 $842,000
Q3 2022

Nov 01, 2022

SELL
$1.55 - $45.53 $5,845 - $171,693
-3,771 Reduced 15.67%
20,301 $817,000
Q2 2022

Jul 28, 2022

SELL
$37.43 - $49.33 $299 - $394
-8 Reduced 0.03%
24,072 $943,000
Q1 2022

Apr 21, 2022

SELL
$45.81 - $59.06 $334,046 - $430,665
-7,292 Reduced 23.24%
24,080 $1.17 Million
Q4 2021

Jan 28, 2022

BUY
$45.31 - $52.0 $1.42 Million - $1.63 Million
31,372 New
31,372 $1.51 Million

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
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.