Concord Wealth Partners Wells Fargo & Company Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Wells Fargo & Company stock. As of the latest transaction made, Concord Wealth Partners holds 8,405 shares of WFC stock, worth $590,367. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,405
Previous 7,165 17.31%
Holding current value
$590,367
Previous $425,000 11.53%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 24, 2024
BUY
$51.58 - $60.97 $63,959 - $75,602
1,240 Added 17.31%
8,405 $474,000
Q2 2024

Jul 31, 2024
SELL
$56.41 - $62.34 $147,173 - $162,645
-2,609 Reduced 26.69%
7,165 $425,000
Q1 2024

Apr 30, 2024
SELL
$46.44 - $57.96 $148,236 - $185,008
-3,192 Reduced 24.62%
9,774 $566,000
Q4 2023

Apr 30, 2024
SELL
$38.67 - $50.51 $142,885 - $186,634
-3,695 Reduced 22.18%
12,966 $638,000
Q4 2023

Feb 05, 2024
SELL
$38.67 - $50.51 $142,885 - $186,634
-3,695 Reduced 22.18%
12,966 $638,000
Q3 2023

Apr 30, 2024
BUY
$40.43 - $47.13 $149,388 - $174,145
3,695 Added 28.5%
16,661 $680,000
Q3 2023

Oct 25, 2023
BUY
$40.43 - $47.13 $120,157 - $140,070
2,972 Added 21.71%
16,661 $680,000
Q2 2023

Aug 07, 2023
BUY
$36.72 - $42.68 $240,736 - $279,810
6,556 Added 91.91%
13,689 $584,000
Q1 2023

Apr 26, 2023
BUY
$36.23 - $48.5 $28,295 - $37,878
781 Added 12.3%
7,133 $266,000
Q4 2022

Jan 27, 2023
SELL
$40.23 - $47.95 $7,523 - $8,966
-187 Reduced 2.86%
6,352 $262,000
Q3 2022

Nov 10, 2022
BUY
$1.55 - $45.53 $860 - $25,269
555 Added 9.27%
6,539 $263,000
Q2 2022

Aug 04, 2022
SELL
$37.43 - $49.33 $13,063 - $17,216
-349 Reduced 5.51%
5,984 $234,000
Q1 2022

Apr 20, 2022
SELL
$45.81 - $59.06 $916 - $1,181
-20 Reduced 0.31%
6,333 $307,000
Q4 2021

Jan 21, 2022
BUY
$45.31 - $52.0 $54,372 - $62,400
1,200 Added 23.29%
6,353 $305,000
Q3 2021

Nov 09, 2021
SELL
$42.32 - $51.15 $79,900 - $96,571
-1,888 Reduced 26.81%
5,153 $239,000
Q2 2021

Jul 29, 2021
SELL
$39.48 - $47.9 $65,418 - $79,370
-1,657 Reduced 19.05%
7,041 $319,000
Q1 2021

May 13, 2021
SELL
$29.7 - $40.81 $60,380 - $82,966
-2,033 Reduced 18.95%
8,698 $340,000
Q4 2020

Feb 16, 2021
BUY
$21.14 - $30.35 $226,853 - $325,685
10,731 New
10,731 $324,000

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

WFC Quotes by TradingView
  • 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...
More about WFC
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