Diligent Investors, LLC Wells Fargo & Company Transaction History

Diligent Investors, LLC

$391 Million
Q3 2024

A detailed history of Diligent Investors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Diligent Investors, LLC holds 18,072 shares of WFC stock, worth $1.37 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

18,072

Previous 17,055 5.96%

Holding current value

$1.37 Million

Previous $1.01 Million 0.79%

% of portfolio

0.26%

Previous 0.27%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$51.58 - $60.97 $52,456 - $62,006	1,017 Added 5.96%	18,072 $1.02 Million
Q2 2024 Jul 15, 2024	SELL	$56.41 - $62.34 $16,020 - $17,704	-284 Reduced 1.64%	17,055 $1.01 Million
Q1 2024 May 03, 2024	SELL	$46.44 - $57.96 $28,049 - $35,007	-604 Reduced 3.37%	17,339 $1 Million
Q4 2023 Jan 10, 2024	BUY	$38.67 - $50.51 $1,237 - $1,616	32 Added 0.18%	17,943 $883,000
Q3 2023 Nov 03, 2023	SELL	$40.43 - $47.13 $108,756 - $126,779	-2,690 Reduced 13.06%	17,911 $731,000
Q2 2023 Jul 24, 2023	BUY	$36.72 - $42.68 $193,257 - $224,624	5,263 Added 34.31%	20,601 $879,000
Q1 2023 May 10, 2023	BUY	$36.23 - $48.5 $3,985 - $5,335	110 Added 0.72%	15,338 $573,000
Q4 2022 Jan 20, 2023	SELL	$40.23 - $47.95 $18,787 - $22,392	-467 Reduced 2.98%	15,228 $0
Q3 2022 Oct 14, 2022	SELL	$1.55 - $45.53 $23 - $682	-15 Reduced 0.1%	15,695 $631,000
Q2 2022 Jul 13, 2022	BUY	$37.43 - $49.33 $22,720 - $29,943	607 Added 4.02%	15,710 $615,000
Q1 2022 Apr 26, 2022	BUY	$45.81 - $59.06 $229 - $295	5 Added 0.03%	15,103 $732,000
Q4 2021 Jan 21, 2022	SELL	$45.31 - $52.0 $13,094 - $15,028	-289 Reduced 1.88%	15,098 $724,000
Q2 2021 Aug 12, 2021	SELL	$39.48 - $47.9 $1.61 Million - $1.95 Million	-40,763 Reduced 72.6%	15,387 $697,000
Q1 2021 Apr 23, 2021	BUY	$29.7 - $40.81 $458,983 - $630,677	15,454 Added 37.97%	56,150 $2.19 Million
Q4 2020 Feb 09, 2021	SELL	$21.14 - $30.35 $41,540 - $59,637	-1,965 Reduced 4.61%	40,696 $1.23 Million
Q3 2020 Nov 09, 2020	BUY	$22.83 - $26.35 $631,112 - $728,419	27,644 Added 184.08%	42,661 $1 Million
Q2 2020 Jul 09, 2020	BUY	$22.53 - $33.32 $60,042 - $88,797	2,665 Added 21.58%	15,017 $384,000
Q1 2020 Apr 29, 2020	SELL	$25.25 - $53.75 $4,696 - $9,997	-186 Reduced 1.48%	12,352 $355,000
Q4 2019 Jan 13, 2020	BUY	$47.82 - $54.46 $36,486 - $41,552	763 Added 6.48%	12,538 $675,000
Q3 2019 Oct 22, 2019	BUY	$43.38 - $50.71 $15,746 - $18,407	363 Added 3.18%	11,775 $594,000
Q2 2019 Aug 01, 2019	BUY	$44.37 - $49.17 $269,237 - $298,363	6,068 Added 113.55%	11,412 $540,000
Q1 2019 May 10, 2019	BUY	$46.57 - $51.73 $25,380 - $28,192	545 Added 11.36%	5,344 $258,000
Q4 2018 Jan 17, 2019	BUY	$43.6 - $54.46 $209,236 - $261,353	4,799 New	4,799 $221,000
Q3 2018 Oct 26, 2018	SELL	$52.56 - $59.19 $189,531 - $213,439	-3,606 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$50.39 - $56.18 $181,706 - $202,585	3,606 New	3,606 $200,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

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 $288B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diligent Investors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diligent Investors, LLC with notifications on news.

Account

Diligent Investors, LLC Wells Fargo & Company Transaction History