A detailed history of Cornerstone Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 7,327 shares of WFC stock, worth $515,381. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,327
Previous 7,245 1.13%
Holding current value
$515,381
Previous $430,000 3.95%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2024

BUY
$51.58 - $60.97 $4,229 - $4,999
82 Added 1.13%
7,327 $413,000
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $1,748 - $1,932
31 Added 0.43%
7,245 $430,000
Q1 2024

May 08, 2024

SELL
$46.44 - $57.96 $39,984 - $49,903
-861 Reduced 10.66%
7,214 $418,000
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $26,991 - $35,255
698 Added 9.46%
8,075 $397,000
Q3 2023

Nov 14, 2023

SELL
$40.43 - $47.13 $62,504 - $72,862
-1,546 Reduced 17.33%
7,377 $301,000
Q2 2023

Jul 20, 2023

SELL
$36.72 - $42.68 $27,870 - $32,394
-759 Reduced 7.84%
8,923 $380,000
Q1 2023

May 04, 2023

BUY
$36.23 - $48.5 $61,663 - $82,547
1,702 Added 21.33%
9,682 $361,000
Q4 2022

Feb 13, 2023

SELL
$40.23 - $47.95 $18,747 - $22,344
-466 Reduced 5.52%
7,980 $329,000
Q3 2022

Oct 26, 2022

BUY
$1.55 - $45.53 $35 - $1,047
23 Added 0.27%
8,446 $340,000
Q2 2022

Aug 02, 2022

BUY
$37.43 - $49.33 $3,630 - $4,785
97 Added 1.17%
8,423 $330,000
Q1 2022

May 20, 2022

SELL
$45.81 - $59.06 $3,252 - $4,193
-71 Reduced 0.85%
8,326 $404,000
Q4 2021

Feb 23, 2022

BUY
$45.31 - $52.0 $8,472 - $9,724
187 Added 2.28%
8,397 $403,000
Q3 2021

Nov 16, 2021

BUY
$42.32 - $51.15 $211 - $255
5 Added 0.06%
8,210 $381,000
Q2 2021

Aug 16, 2021

BUY
$39.48 - $47.9 $78 - $95
2 Added 0.02%
8,205 $372,000
Q1 2021

May 13, 2021

SELL
$29.7 - $40.81 $29,610 - $40,687
-997 Reduced 10.84%
8,203 $321,000
Q4 2020

May 11, 2021

SELL
$21.14 - $30.35 $17,905 - $25,706
-847 Reduced 8.43%
9,200 $278,000
Q3 2020

Nov 12, 2020

SELL
$22.83 - $26.35 $69,791 - $80,551
-3,057 Reduced 23.33%
10,047 $236,000
Q2 2020

Aug 10, 2020

BUY
$22.53 - $33.32 $45,803 - $67,739
2,033 Added 18.36%
13,104 $335,000
Q1 2020

May 11, 2020

BUY
$25.25 - $53.75 $58,756 - $125,076
2,327 Added 26.61%
11,071 $318,000
Q4 2019

Feb 12, 2020

SELL
$47.82 - $54.46 $34,286 - $39,047
-717 Reduced 7.58%
8,744 $470,000
Q3 2019

Nov 12, 2019

BUY
$43.38 - $50.71 $57,044 - $66,683
1,315 Added 16.14%
9,461 $477,000
Q2 2019

Aug 08, 2019

SELL
$44.37 - $49.17 $9,362 - $10,374
-211 Reduced 2.52%
8,146 $385,000
Q1 2019

May 08, 2019

SELL
$46.57 - $51.73 $86,294 - $95,855
-1,853 Reduced 18.15%
8,357 $404,000
Q4 2018

Feb 12, 2019

BUY
$43.6 - $54.46 $9,286 - $11,599
213 Added 2.13%
10,210 $470,000
Q3 2018

Nov 13, 2018

SELL
$52.56 - $59.19 $76,054 - $85,647
-1,447 Reduced 12.64%
9,997 $525,000
Q2 2018

Aug 09, 2018

SELL
$50.39 - $56.18 $27,714 - $30,899
-550 Reduced 4.59%
11,444 $634,000
Q1 2018

May 10, 2018

SELL
$50.98 - $65.93 $137,187 - $177,417
-2,691 Reduced 18.32%
11,994 $629,000
Q4 2017

Feb 09, 2018

BUY
$53.19 - $61.61 $4,414 - $5,113
83 Added 0.57%
14,685 $891,000
Q3 2017

Nov 14, 2017

SELL
$49.58 - $55.15 $51,414 - $57,190
-1,037 Reduced 6.63%
14,602 $805,000
Q2 2017

Aug 08, 2017

BUY
N/A
15,639
15,639 $867,000

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 $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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