Evermay Wealth Management LLC Wells Fargo & Company Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Evermay Wealth Management LLC holds 8,701 shares of WFC stock, worth $513,446. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,701

Previous 8,734 0.38%

Holding current value

$513,446

Previous $429,000 17.48%

% of portfolio

0.08%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$46.44 - $57.96 $1,532 - $1,912	-33 Reduced 0.38%	8,701 $504,000
Q4 2023 Feb 09, 2024	BUY	$38.67 - $50.51 $1,276 - $1,666	33 Added 0.38%	8,734 $429,000
Q2 2023 Aug 10, 2023	BUY	$36.72 - $42.68 $1,321 - $1,536	36 Added 0.42%	8,701 $371,000
Q1 2023 May 15, 2023	BUY	$36.23 - $48.5 $13,079 - $17,508	361 Added 4.35%	8,665 $323,000
Q2 2022 Aug 15, 2022	SELL	$37.43 - $49.33 $4,865 - $6,412	-130 Reduced 1.54%	8,304 $325,000

Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $297,169 - $383,122	6,487 Added 333.18%	8,434 $409,000
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $89,930 - $108,693	-2,125 Reduced 52.19%	1,947 $90,000
Q2 2021 Aug 13, 2021	BUY	$39.48 - $47.9 $160,762 - $195,048	4,072 New	4,072 $184,000
Q1 2020 Apr 24, 2020	SELL	$25.25 - $53.75 $166,422 - $354,266	-6,591 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$47.82 - $54.46 $17,406 - $19,823	364 Added 5.85%	6,591 $355,000
Q3 2019 Oct 29, 2019	SELL	$43.38 - $50.71 $13,447 - $15,720	-310 Reduced 4.74%	6,227 $314,000
Q2 2019 Jul 23, 2019	SELL	$44.37 - $49.17 $42,462 - $47,055	-957 Reduced 12.77%	6,537 $309,000
Q1 2019 May 03, 2019	BUY	$46.57 - $51.73 $93 - $103	2 Added 0.03%	7,494 $362,000
Q4 2018 Jan 24, 2019	BUY	$43.6 - $54.46 $35,664 - $44,548	818 Added 12.26%	7,492 $345,000
Q3 2018 Oct 29, 2018	BUY	$52.56 - $59.19 $52 - $59	1 Added 0.01%	6,674 $351,000
Q2 2018 Aug 06, 2018	SELL	$50.39 - $56.18 $2,418 - $2,696	-48 Reduced 0.71%	6,673 $370,000
Q1 2018 May 04, 2018	BUY	$50.98 - $65.93 $122,912 - $158,957	2,411 Added 55.94%	6,721 $352,000
Q4 2017 Feb 07, 2018	BUY	$53.19 - $61.61 $229,248 - $265,539	4,310	4,310 $261,000

Others Institutions Holding WFC

# of Institutions

2,396

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 $224B
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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Evermay Wealth Management LLC Wells Fargo & Company Transaction History