A detailed history of Delap Wealth Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 18,350 shares of WFC stock, worth $1.29 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
18,350
Previous 18,350 -0.0%
Holding current value
$1.29 Million
Previous $1.09 Billion 4.88%
% of portfolio
0.66%
Previous 0.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $274,603 - $303,471
-4,868 Reduced 20.97%
18,350 $1.09 Billion
Q1 2024

May 14, 2024

SELL
$46.44 - $57.96 $659,262 - $822,800
-14,196 Reduced 37.94%
23,218 $1.35 Billion
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $737,204 - $962,922
19,064 Added 103.89%
37,414 $1.84 Billion
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $25,026 - $29,173
619 Added 3.49%
18,350 $750 Million
Q2 2023

Aug 08, 2023

SELL
$36.72 - $42.68 $22,729 - $26,418
-619 Reduced 3.37%
17,731 $757 Million
Q1 2023

Aug 08, 2023

SELL
$36.23 - $48.5 $58,221 - $77,939
-1,607 Reduced 8.05%
18,350 $686 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $723,042 - $967,914
19,957 New
19,957 $746 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 $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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