Family Firm, Inc. Wells Fargo & Company Transaction History

Family Firm, Inc.

$897 Million
Q2 2024

A detailed history of Family Firm, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Family Firm, Inc. holds 6,064 shares of WFC stock, worth $342,373. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,064

Previous 6,146 1.33%

Holding current value

$342,373

Previous $356,000 1.12%

% of portfolio

0.04%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$56.41 - $62.34 $4,625 - $5,111	-82 Reduced 1.33%	6,064 $360,000
Q1 2024 May 01, 2024	BUY	$46.44 - $57.96 $22,337 - $27,878	481 Added 8.49%	6,146 $356,000
Q4 2023 Feb 05, 2024	BUY	$38.67 - $50.51 $270 - $353	7 Added 0.12%	5,665 $278,000
Q3 2023 Oct 19, 2023	BUY	$40.43 - $47.13 $283 - $329	7 Added 0.12%	5,658 $231,000
Q2 2023 Aug 08, 2023	SELL	$36.72 - $42.68 $3,121 - $3,627	-85 Reduced 1.48%	5,651 $241,000
Q1 2023 May 01, 2023	BUY	$36.23 - $48.5 $3,333 - $4,462	92 Added 1.63%	5,736 $214,000
Q4 2022 Feb 07, 2023	BUY	$40.23 - $47.95 $241 - $287	6 Added 0.11%	5,644 $233,000
Q3 2022 Nov 15, 2022	SELL	$1.55 - $45.53 $1,520 - $44,664	-981 Reduced 14.82%	5,638 $227,000
Q2 2022 Dec 01, 2022	BUY	$37.43 - $49.33 $37,018 - $48,787	989 Added 17.54%	6,627 $260,000
Q1 2022 Nov 30, 2022	BUY	$45.81 - $59.06 $45,122 - $58,174	985 Added 17.47%	6,623 $321,000
Q4 2021 Feb 02, 2022	BUY	$45.31 - $52.0 $135 - $156	3 Added 0.05%	6,619 $318,000
Q3 2021 Oct 22, 2021	BUY	$42.32 - $51.15 $169 - $204	4 Added 0.06%	6,616 $332,000
Q2 2021 Jul 21, 2021	SELL	$39.48 - $47.9 $6,987 - $8,478	-177 Reduced 2.61%	6,612 $299,000
Q1 2021 May 06, 2021	BUY	$29.7 - $40.81 $59 - $81	2 Added 0.03%	6,789 $265,000
Q4 2020 Jan 20, 2021	BUY	$21.14 - $30.35 $143,477 - $205,985	6,787 New	6,787 $217,000
Q1 2020 Apr 29, 2020	SELL	$25.25 - $53.75 $259,090 - $551,528	-10,261 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$47.82 - $54.46 $1,052 - $1,198	-22 Reduced 0.21%	10,261 $552,000
Q3 2019 Nov 12, 2019	SELL	$43.38 - $50.71 $39,172 - $45,791	-903 Reduced 8.07%	10,283 $519,000
Q2 2019 Aug 06, 2019	BUY	$44.37 - $49.17 $177 - $196	4 Added 0.04%	11,186 $529,000
Q1 2019 May 06, 2019	BUY	$46.57 - $51.73 $1,350 - $1,500	29 Added 0.26%	11,182 $540,000
Q4 2018 Feb 05, 2019	BUY	$43.6 - $54.46 $130 - $163	3 Added 0.03%	11,153 $514,000
Q3 2018 Oct 31, 2018	BUY	$52.56 - $59.19 $6,149 - $6,925	117 Added 1.06%	11,150 $586,000
Q2 2018 Aug 03, 2018	SELL	$50.39 - $56.18 $6,097 - $6,797	-121 Reduced 1.08%	11,033 $612,000
Q1 2018 Apr 26, 2018	SELL	$50.98 - $65.93 $2,752 - $3,560	-54 Reduced 0.48%	11,154 $585,000
Q4 2017 Feb 07, 2018	BUY	$53.19 - $61.61 $106 - $123	2 Added 0.02%	11,208 $680,000
Q3 2017 Nov 07, 2017	BUY	$49.58 - $55.15 $148 - $165	3 Added 0.03%	11,206 $618,000
Q2 2017 Aug 08, 2017	BUY	N/A	11,203	11,203 $621,000

Others Institutions Holding WFC

# of Institutions

2,487

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $214B
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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