Diversified Trust CO Wells Fargo & Company Transaction History

Diversified Trust CO

$3.55 Billion
Q2 2025

A detailed history of Diversified Trust CO transactions in Wells Fargo & Company stock. As of the latest transaction made, Diversified Trust CO holds 26,779 shares of WFC stock, worth $2.16 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,779

Previous 34,587 22.57%

Holding current value

$2.16 Million

Previous $2.48 Million 13.61%

% of portfolio

0.06%

Previous 0.08%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$60.98 - $80.12 $476,131 - $625,576	-7,808 Reduced 22.57%	26,779 $2.15 Million
Q1 2025 Apr 24, 2025	BUY	$66.78 - $81.42 $7,946 - $9,688	119 Added 0.35%	34,587 $2.48 Million
Q4 2024 Jan 07, 2025	BUY	$54.98 - $77.35 $557,112 - $783,787	10,133 Added 41.64%	34,468 $2.42 Million
Q3 2024 Oct 07, 2024	BUY	$51.58 - $60.97 $118,324 - $139,865	2,294 Added 10.41%	24,335 $1.37 Million
Q2 2024 Jul 16, 2024	SELL	$56.41 - $62.34 $185,081 - $204,537	-3,281 Reduced 12.96%	22,041 $1.31 Million
Q1 2024 Apr 18, 2024	SELL	$46.44 - $57.96 $217,107 - $270,963	-4,675 Reduced 15.58%	25,322 $1.47 Million
Q4 2023 Jan 08, 2024	BUY	$38.67 - $50.51 $41,222 - $53,843	1,066 Added 3.68%	29,997 $1.48 Million
Q3 2023 Nov 17, 2023	SELL	$40.43 - $47.13 $150,723 - $175,700	-3,728 Reduced 11.41%	28,931 $1.18 Million
Q2 2023 Jul 18, 2023	SELL	$36.72 - $42.68 $38,886 - $45,198	-1,059 Reduced 3.14%	32,659 $1.39 Million
Q1 2023 Apr 07, 2023	SELL	$36.23 - $48.5 $15,796 - $21,146	-436 Reduced 1.28%	33,718 $1.26 Million
Q4 2022 Jan 17, 2023	BUY	$40.23 - $47.95 $121,977 - $145,384	3,032 Added 9.74%	34,154 $1.41 Million
Q3 2022 Oct 14, 2022	SELL	$1.55 - $45.53 $15,019 - $441,185	-9,690 Reduced 23.74%	31,122 $1.25 Million
Q2 2022 Jul 12, 2022	SELL	$37.43 - $49.33 $130,368 - $171,816	-3,483 Reduced 7.86%	40,812 $1.6 Million
Q1 2022 Apr 07, 2022	BUY	$45.81 - $59.06 $221,995 - $286,204	4,846 Added 12.28%	44,295 $2.15 Million
Q4 2021 Jan 13, 2022	BUY	$45.31 - $52.0 $12,550 - $14,404	277 Added 0.71%	39,449 $1.89 Million
Q3 2021 Jan 13, 2022	SELL	$42.32 - $51.15 $143,634 - $173,603	-3,394 Reduced 7.97%	39,172 $1.82 Million
Q2 2021 Jul 20, 2021	BUY	$39.48 - $47.9 $78,130 - $94,794	1,979 Added 4.88%	42,566 $1.93 Million
Q1 2021 May 10, 2021	SELL	$29.7 - $40.81 $7,900 - $10,855	-266 Reduced 0.65%	40,587 $1.59 Million
Q4 2020 Jan 08, 2021	SELL	$21.14 - $30.35 $29,109 - $41,791	-1,377 Reduced 3.26%	40,853 $1.23 Million
Q3 2020 Oct 15, 2020	BUY	$22.83 - $26.35 $338,431 - $390,612	14,824 Added 54.09%	42,230 $992,000
Q2 2020 Jul 07, 2020	SELL	$22.53 - $33.32 $48,236 - $71,338	-2,141 Reduced 7.25%	27,406 $701,000
Q1 2020 Apr 10, 2020	SELL	$25.25 - $53.75 $133,673 - $284,552	-5,294 Reduced 15.19%	29,547 $848,000
Q4 2019 Jan 09, 2020	BUY	$47.82 - $54.46 $877,544 - $999,395	18,351 Added 111.29%	34,841 $1.88 Million
Q3 2019 Oct 09, 2019	SELL	$43.38 - $50.71 $37,653 - $44,016	-868 Reduced 5.0%	16,490 $832,000
Q2 2019 Jul 12, 2019	SELL	$44.37 - $49.17 $71,391 - $79,114	-1,609 Reduced 8.48%	17,358 $821,000
Q1 2019 May 22, 2019	SELL	$46.57 - $51.73 $21,887 - $24,313	-470 Reduced 2.42%	18,967 $917,000
Q4 2018 Jan 18, 2019	BUY	$43.6 - $54.46 $129,143 - $161,310	2,962 Added 17.98%	19,437 $896,000
Q3 2018 Nov 26, 2018	SELL	$52.56 - $59.19 $420 - $473	-8 Reduced 0.05%	16,475 $866,000
Q2 2018 Jul 23, 2018	BUY	$50.39 - $56.18 $101,687 - $113,371	2,018 Added 13.95%	16,483 $914,000
Q1 2018 Jun 01, 2018	BUY	$50.98 - $65.93 $866 - $1,120	17 Added 0.12%	14,465 $758,000
Q4 2017 Jan 19, 2018	SELL	$53.19 - $61.61 $4,946 - $5,729	-93 Reduced 0.64%	14,448 $877,000
Q3 2017 Oct 17, 2017	BUY	$49.58 - $55.15 $720,942 - $801,936	14,541	14,541 $802,000

Others Institutions Holding WFC

# of Institutions

3,020

Shares Held

2.32B

Call Options Held

46.5M

Put Options Held

55M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $306B
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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Diversified Trust CO Wells Fargo & Company Transaction History