A detailed history of Financial Advocates Investment Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Financial Advocates Investment Management holds 6,298 shares of WFC stock, worth $496,282. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,298
Previous 6,252 0.74%
Holding current value
$496,282
Previous $352,000 25.57%
% of portfolio
0.03%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
$54.98 - $77.35 $2,529 - $3,558
46 Added 0.74%
6,298 $442,000
Q3 2024

Oct 25, 2024

SELL
$51.58 - $60.97 $4,900 - $5,792
-95 Reduced 1.5%
6,252 $352,000
Q2 2024

Jul 26, 2024

BUY
$56.41 - $62.34 $23,015 - $25,434
408 Added 6.87%
6,347 $376,000
Q1 2024

May 01, 2024

SELL
$46.44 - $57.96 $24,891 - $31,066
-536 Reduced 8.28%
5,939 $344,000
Q4 2023

Feb 08, 2024

BUY
$38.67 - $50.51 $50,154 - $65,511
1,297 Added 25.05%
6,475 $318,000
Q3 2023

Oct 27, 2023

SELL
$40.43 - $47.13 $10,188 - $11,876
-252 Reduced 4.64%
5,178 $211,000
Q2 2023

Aug 07, 2023

SELL
$36.72 - $42.68 $5,911 - $6,871
-161 Reduced 2.88%
5,430 $231,000
Q1 2023

May 11, 2023

BUY
$36.23 - $48.5 $3,369 - $4,510
93 Added 1.69%
5,591 $208,000
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $19,229 - $22,920
-478 Reduced 8.0%
5,498 $227,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $241 - $7,102
156 Added 2.68%
5,976 $275,000
Q2 2022

Aug 12, 2022

SELL
$37.43 - $49.33 $1.27 Million - $1.68 Million
-34,002 Reduced 85.38%
5,820 $228,000
Q1 2022

May 11, 2022

BUY
$45.81 - $59.06 $1.31 Million - $1.69 Million
28,555 Added 253.44%
39,822 $1.93 Million
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $6,162 - $7,072
136 Added 1.22%
11,267 $541,000
Q3 2021

Nov 04, 2021

BUY
$42.32 - $51.15 $81,381 - $98,361
1,923 Added 20.88%
11,131 $517,000
Q2 2021

Aug 03, 2021

SELL
$39.48 - $47.9 $36,676 - $44,499
-929 Reduced 9.16%
9,208 $417,000
Q1 2021

May 10, 2021

SELL
$29.7 - $40.81 $19,097 - $26,240
-643 Reduced 5.96%
10,137 $426,000
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $36,973 - $53,082
1,749 Added 19.37%
10,780 $325,000
Q3 2020

Nov 04, 2020

SELL
$22.83 - $26.35 $213,848 - $246,820
-9,367 Reduced 50.91%
9,031 $213,000
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $148,810 - $220,078
6,605 Added 56.01%
18,398 $471,000
Q1 2020

Apr 29, 2020

SELL
$25.25 - $53.75 $18,483 - $39,345
-732 Reduced 5.84%
11,793 $338,000
Q4 2019

Feb 13, 2020

SELL
$47.82 - $54.46 $24,005 - $27,338
-502 Reduced 3.85%
12,525 $674,000
Q3 2019

Nov 13, 2019

SELL
$43.38 - $50.71 $52,489 - $61,359
-1,210 Reduced 8.5%
13,027 $657,000
Q2 2019

Aug 08, 2019

SELL
$44.37 - $49.17 $257,479 - $285,333
-5,803 Reduced 28.96%
14,237 $674,000
Q1 2019

May 16, 2019

SELL
$46.57 - $51.73 $85,735 - $95,234
-1,841 Reduced 8.41%
20,040 $969,000
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $498,522 - $622,695
-11,434 Reduced 34.32%
21,881 $1.01 Million
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $75,791 - $85,351
-1,442 Reduced 4.15%
33,315 $0
Q2 2018

Aug 09, 2018

BUY
$50.39 - $56.18 $87,678 - $97,753
1,740 Added 5.27%
34,757 $1.96 Million
Q1 2018

May 11, 2018

BUY
$50.98 - $65.93 $87,073 - $112,608
1,708 Added 5.46%
33,017 $1.73 Million
Q4 2017

Feb 15, 2018

BUY
$53.19 - $61.61 $1.67 Million - $1.93 Million
31,309
31,309 $1.9 Million

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 $299B
  • 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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