A detailed history of Ever Source Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 20,717 shares of WFC stock, worth $1.47 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,717
Previous 21,198 2.27%
Holding current value
$1.47 Million
Previous $1.26 Million 7.07%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$51.58 - $60.97 $24,809 - $29,326
-481 Reduced 2.27%
20,717 $1.17 Million
Q2 2024

Aug 13, 2024

BUY
$56.41 - $62.34 $162,235 - $179,289
2,876 Added 15.7%
21,198 $1.26 Million
Q1 2024

Jun 11, 2024

SELL
$46.44 - $57.96 $18,343 - $22,894
-395 Reduced 2.11%
18,322 $1.06 Million
Q4 2023

Feb 09, 2024

BUY
$38.67 - $50.51 $27,958 - $36,518
723 Added 4.02%
18,717 $921,000
Q3 2023

Nov 03, 2023

SELL
$40.43 - $47.13 $17,789 - $20,737
-440 Reduced 2.39%
17,994 $735,000
Q2 2023

Aug 04, 2023

SELL
$36.72 - $42.68 $17,662 - $20,529
-481 Reduced 2.54%
18,434 $786,000
Q1 2023

May 11, 2023

BUY
$36.23 - $48.5 $30,324 - $40,594
837 Added 4.63%
18,915 $707,000
Q4 2022

Feb 09, 2023

BUY
$40.23 - $47.95 $135,856 - $161,927
3,377 Added 22.97%
18,078 $746,000
Q3 2022

Nov 07, 2022

SELL
$1.55 - $45.53 $252 - $7,421
-163 Reduced 1.1%
14,701 $590,000
Q2 2022

Aug 01, 2022

BUY
$37.43 - $49.33 $89,083 - $117,405
2,380 Added 19.06%
14,864 $582,000
Q1 2022

May 25, 2022

SELL
$45.81 - $59.06 $4,672 - $6,024
-102 Reduced 0.81%
12,484 $605,000
Q4 2021

Feb 07, 2022

BUY
$45.31 - $52.0 $570,271 - $654,472
12,586 New
12,586 $604,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $270B
  • 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
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