Ep Wealth Advisors, LLC Wells Fargo & Company Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 128,048 shares of WFC stock, worth $7.63 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

128,048

Previous 138,569 7.59%

Holding current value

$7.63 Million

Previous $6.82 Million 8.81%

% of portfolio

0.09%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$46.44 - $57.96 $488,595 - $609,797	-10,521 Reduced 7.59%	128,048 $7.42 Million
Q4 2023 Feb 28, 2024	SELL	$38.67 - $50.51 $59,010 - $77,078	-1,526 Reduced 1.09%	138,569 $6.82 Million
Q3 2023 Nov 22, 2023	BUY	$40.43 - $47.13 $5.23 Million - $6.09 Million	129,261 Added 1193.11%	140,095 $5.72 Million
Q2 2023 Aug 14, 2023	BUY	$36.72 - $42.68 $270,516 - $314,423	7,367 Added 212.49%	10,834 $462,000
Q1 2023 Jun 05, 2023	SELL	$36.23 - $48.5 $4.23 Million - $5.66 Million	-116,793 Reduced 97.12%	3,467 $129,000

Q4 2022 Jun 12, 2023	BUY	$40.23 - $47.95 $4.3 Million - $5.12 Million	106,817 Added 3080.96%	110,284 $4.55 Million
Q3 2022 Dec 02, 2022	BUY	$1.55 - $45.53 $5,260 - $154,528	3,394 Added 2.9%	120,260 $4.84 Million
Q2 2022 Aug 11, 2022	BUY	$37.43 - $49.33 $96,344 - $126,975	2,574 Added 2.25%	116,866 $4.58 Million
Q1 2022 May 20, 2022	SELL	$45.81 - $59.06 $248,794 - $320,754	-5,431 Reduced 4.54%	114,292 $5.54 Million
Q4 2021 Feb 17, 2022	SELL	$45.31 - $52.0 $17,444 - $20,020	-385 Reduced 0.32%	119,723 $5.74 Million
Q3 2021 Nov 23, 2021	SELL	$42.32 - $51.15 $1.05 Million - $1.27 Million	-24,775 Reduced 17.1%	120,108 $5.57 Million
Q3 2021 Nov 16, 2021	BUY	$42.32 - $51.15 $957,532 - $1.16 Million	22,626 Added 18.51%	144,883 $5.57 Million
Q2 2021 Aug 24, 2021	BUY	$39.48 - $47.9 $995,369 - $1.21 Million	25,212 Added 25.98%	122,257 $5.54 Million
Q1 2021 May 17, 2021	BUY	$29.7 - $40.81 $1.18 Million - $1.62 Million	39,695 Added 69.22%	97,045 $3.79 Million
Q4 2020 Feb 18, 2021	SELL	$21.14 - $30.35 $15,728 - $22,580	-744 Reduced 1.28%	57,350 $1.73 Million
Q3 2020 Nov 17, 2020	SELL	$22.83 - $26.35 $202,821 - $234,093	-8,884 Reduced 13.26%	58,094 $1.37 Million
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $99,605 - $147,307	-4,421 Reduced 6.19%	66,978 $1.72 Million
Q1 2020 May 18, 2020	BUY	$25.25 - $53.75 $492,299 - $1.05 Million	19,497 Added 37.57%	71,399 $2.05 Million
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $329,623 - $375,392	6,893 Added 15.31%	51,902 $2.79 Million
Q3 2019 Nov 18, 2019	SELL	$43.38 - $50.71 $157,426 - $184,026	-3,629 Reduced 7.46%	45,009 $2.27 Million
Q2 2019 Aug 27, 2019	BUY	$44.37 - $49.17 $2.16 Million - $2.39 Million	48,638 New	48,638 $2.3 Million
Q1 2019 May 20, 2019	SELL	$46.57 - $51.73 $2.65 Million - $2.95 Million	-56,955 Closed	0 $0
Q4 2018 Feb 19, 2019	SELL	$43.6 - $54.46 $76,954 - $96,121	-1,765 Reduced 3.01%	56,955 $2.62 Million
Q3 2018 Nov 15, 2018	BUY	$52.56 - $59.19 $956,907 - $1.08 Million	18,206 Added 44.94%	58,720 $3.09 Million
Q2 2018 Aug 14, 2018	SELL	$50.39 - $56.18 $73,519 - $81,966	-1,459 Reduced 3.48%	40,514 $2.25 Million
Q1 2018 May 15, 2018	BUY	$50.98 - $65.93 $305,166 - $394,656	5,986 Added 16.63%	41,973 $2.2 Million
Q4 2017 Feb 15, 2018	BUY	$53.19 - $61.61 $667,960 - $773,698	12,558 Added 53.6%	35,987 $2.18 Million
Q3 2017 Nov 15, 2017	SELL	$49.58 - $55.15 $131,089 - $145,816	-2,644 Reduced 10.14%	23,429 $1.29 Million
Q2 2017 Aug 17, 2017	BUY	N/A	26,073	26,073 $1.45 Million

Others Institutions Holding WFC

# of Institutions

2,394

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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 $226B
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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Ep Wealth Advisors, LLC Wells Fargo & Company Transaction History