Creative Planning Wells Fargo & Company Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Wells Fargo & Company stock. As of the latest transaction made, Creative Planning holds 943,238 shares of WFC stock, worth $73.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

943,238

Previous 877,185 7.53%

Holding current value

$73.2 Million

Previous $61.6 Million 9.9%

% of portfolio

0.06%

Previous 0.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$66.78 - $81.42 $4.41 Million - $5.38 Million	66,053 Added 7.53%	943,238 $67.7 Million
Q4 2024 Feb 14, 2025	SELL	$54.98 - $77.35 $3.5 Million - $4.93 Million	-63,749 Reduced 6.78%	877,185 $61.6 Million
Q3 2024 Oct 11, 2024	BUY	$51.58 - $60.97 $6.4 Million - $7.56 Million	124,037 Added 15.18%	940,934 $53.1 Million
Q2 2024 Aug 15, 2024	BUY	$56.41 - $62.34 $2.2 Million - $2.43 Million	38,985 Added 5.01%	816,897 $48.5 Million
Q1 2024 May 10, 2024	BUY	$46.44 - $57.96 $1.6 Million - $2 Million	34,424 Added 4.63%	777,912 $45.1 Million
Q4 2023 Feb 14, 2024	SELL	$38.67 - $50.51 $2.39 Million - $3.13 Million	-61,916 Reduced 7.69%	743,488 $36.6 Million
Q3 2023 Nov 16, 2023	BUY	$40.43 - $47.13 $5.14 Million - $6 Million	127,210 Added 18.76%	805,404 $32.9 Million
Q2 2023 Jul 21, 2023	BUY	$36.72 - $42.68 $886,714 - $1.03 Million	24,148 Added 3.69%	678,194 $28.9 Million
Q1 2023 May 15, 2023	BUY	$36.23 - $48.5 $1.59 Million - $2.13 Million	43,980 Added 7.21%	654,046 $24.4 Million
Q4 2022 Feb 10, 2023	SELL	$40.23 - $47.95 $903,042 - $1.08 Million	-22,447 Reduced 3.55%	610,066 $25.2 Million
Q3 2022 Nov 03, 2022	SELL	$1.55 - $45.53 $110,178 - $3.24 Million	-71,083 Reduced 10.1%	632,513 $25.4 Million
Q2 2022 Aug 15, 2022	BUY	$37.43 - $49.33 $1.76 Million - $2.32 Million	46,950 Added 7.15%	703,596 $27.6 Million
Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $1.38 Million - $1.78 Million	30,124 Added 4.81%	656,646 $31.8 Million
Q4 2021 Feb 11, 2022	SELL	$45.31 - $52.0 $4.34 Million - $4.98 Million	-95,807 Reduced 13.26%	626,522 $30.1 Million
Q3 2021 Nov 10, 2021	BUY	$42.32 - $51.15 $3.77 Million - $4.56 Million	89,097 Added 14.07%	722,329 $33.5 Million
Q2 2021 Aug 04, 2021	BUY	$39.48 - $47.9 $4.82 Million - $5.84 Million	121,966 Added 23.86%	633,232 $28.7 Million
Q1 2021 Apr 30, 2021	BUY	$29.7 - $40.81 $308,167 - $423,444	10,376 Added 2.07%	511,266 $20 Million
Q4 2020 Jan 29, 2021	BUY	$21.14 - $30.35 $136,796 - $196,394	6,471 Added 1.31%	500,890 $15.1 Million
Q3 2020 Nov 05, 2020	BUY	$22.83 - $26.35 $1.1 Million - $1.27 Million	48,384 Added 10.85%	494,419 $11.6 Million
Q2 2020 Jul 23, 2020	SELL	$22.53 - $33.32 $435,054 - $643,409	-19,310 Reduced 4.15%	446,035 $11.4 Million
Q1 2020 May 05, 2020	SELL	$25.25 - $53.75 $1.5 Million - $3.19 Million	-59,317 Reduced 11.31%	465,345 $13.4 Million
Q4 2019 Jan 30, 2020	SELL	$47.82 - $54.46 $429,710 - $489,377	-8,986 Reduced 1.68%	524,662 $28.2 Million
Q3 2019 Nov 01, 2019	SELL	$43.38 - $50.71 $1.07 Million - $1.25 Million	-24,691 Reduced 4.42%	533,648 $26.9 Million
Q2 2019 Jul 26, 2019	BUY	$44.37 - $49.17 $2.01 Million - $2.22 Million	45,232 Added 8.82%	558,339 $26.4 Million
Q1 2019 Apr 24, 2019	SELL	$46.57 - $51.73 $873,513 - $970,299	-18,757 Reduced 3.53%	513,107 $24.8 Million
Q4 2018 Feb 01, 2019	SELL	$43.6 - $54.46 $180,198 - $225,083	-4,133 Reduced 0.77%	531,864 $24.5 Million
Q3 2018 Oct 25, 2018	SELL	$52.56 - $59.19 $1.59 Million - $1.79 Million	-30,237 Reduced 5.34%	535,997 $28.2 Million
Q2 2018 Jul 20, 2018	BUY	$50.39 - $56.18 $2.04 Million - $2.27 Million	40,480 Added 7.7%	566,234 $31.4 Million
Q1 2018 Apr 18, 2018	BUY	$50.98 - $65.93 $495,525 - $640,839	9,720 Added 1.88%	525,754 $27.6 Million
Q4 2017 Jan 17, 2018	SELL	$53.19 - $61.61 $14,946 - $17,312	-281 Reduced 0.05%	516,034 $31.3 Million
Q3 2017 Oct 17, 2017	BUY	$49.58 - $55.15 $25.6 Million - $28.5 Million	516,315	516,315 $28.5 Million

Others Institutions Holding WFC

# of Institutions

2,973

Shares Held

2.29B

Call Options Held

46.6M

Put Options Held

46.8M

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 $295B
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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Creative Planning Wells Fargo & Company Transaction History