Delta Investment Management, LLC Wells Fargo & Company Transaction History

Delta Investment Management, LLC

$456 Million
Q4 2024

A detailed history of Delta Investment Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Delta Investment Management, LLC holds 7,320 shares of WFC stock, worth $567,300. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,320

Previous 7,320 -0.0%

Holding current value

$567,300

Previous $413,000 24.46%

% of portfolio

0.11%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	BUY	$38.67 - $50.51 $14,849 - $19,395	384 Added 5.54%	7,320 $360,000
Q2 2023 Aug 03, 2023	SELL	$36.72 - $42.68 $16,083 - $18,693	-438 Reduced 5.94%	6,936 $296,000
Q1 2023 May 05, 2023	SELL	$36.23 - $48.5 $55,939 - $74,884	-1,544 Reduced 17.31%	7,374 $275,000
Q4 2022 Jan 19, 2023	BUY	$40.23 - $47.95 $62,115 - $74,034	1,544 Added 20.94%	8,918 $0
Q3 2022 Oct 21, 2022	BUY	$1.55 - $45.53 $403 - $11,837	260 Added 3.65%	7,374 $297,000
Q1 2022 May 11, 2022	SELL	$45.81 - $59.06 $91,620 - $118,120	-2,000 Reduced 21.94%	7,114 $345,000
Q4 2021 Feb 07, 2022	SELL	$45.31 - $52.0 $174,443 - $200,200	-3,850 Reduced 29.7%	9,114 $437,000
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $55,185 - $66,699	-1,304 Reduced 9.14%	12,964 $602,000
Q2 2021 Aug 06, 2021	SELL	$39.48 - $47.9 $13,620 - $16,525	-345 Reduced 2.36%	14,268 $646,000
Q1 2021 May 14, 2021	SELL	$29.7 - $40.81 $59,400 - $81,620	-2,000 Reduced 12.04%	14,613 $571,000
Q4 2020 Feb 04, 2021	SELL	$21.14 - $30.35 $29,934 - $42,975	-1,416 Reduced 7.85%	16,613 $501,000
Q3 2020 Nov 12, 2020	SELL	$22.83 - $26.35 $70,407 - $81,263	-3,084 Reduced 14.61%	18,029 $423,000
Q2 2020 Aug 05, 2020	SELL	$22.53 - $33.32 $92,215 - $136,378	-4,093 Reduced 16.24%	21,113 $540,000
Q1 2020 May 14, 2020	SELL	$25.25 - $53.75 $2.28 Million - $4.85 Million	-90,251 Reduced 78.17%	25,206 $723,000
Q4 2019 Feb 12, 2020	BUY	$47.82 - $54.46 $1.64 Million - $1.87 Million	34,369 Added 42.38%	115,457 $6.21 Million
Q3 2019 Nov 05, 2019	BUY	$43.38 - $50.71 $1.7 Million - $1.99 Million	39,251 Added 93.82%	81,088 $4.09 Million
Q2 2019 Aug 08, 2019	BUY	$44.37 - $49.17 $1.86 Million - $2.06 Million	41,837 New	41,837 $1.98 Million

Others Institutions Holding WFC

# of Institutions

2,845

Shares Held

2.31B

Call Options Held

67.4M

Put Options Held

55.1M

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 $294B
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...

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Delta Investment Management, LLC Wells Fargo & Company Transaction History