A detailed history of Forvis Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,998 shares of WFC stock, worth $914,279. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,998
Previous 13,508 3.78%
Holding current value
$914,279
Previous $802,000 8.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $26,305 - $31,094
-510 Reduced 3.78%
12,998 $733,000
Q2 2024

Aug 09, 2024

SELL
$56.41 - $62.34 $773,606 - $854,930
-13,714 Reduced 50.38%
13,508 $802,000
Q1 2024

Apr 19, 2024

BUY
$46.44 - $57.96 $766,956 - $957,209
16,515 Added 154.24%
27,222 $1.58 Million
Q4 2023

Jan 11, 2024

SELL
$38.67 - $50.51 $68,716 - $89,756
-1,777 Reduced 14.23%
10,707 $526,000
Q3 2023

Oct 25, 2023

BUY
$40.43 - $47.13 $4,972 - $5,796
123 Added 1.0%
12,484 $510,000
Q2 2023

Aug 08, 2023

SELL
$36.72 - $42.68 $26,585 - $30,900
-724 Reduced 5.53%
12,361 $527,000
Q1 2023

Apr 26, 2023

SELL
$36.23 - $48.5 $7,390 - $9,894
-204 Reduced 1.54%
13,085 $489,000
Q4 2022

Feb 02, 2023

SELL
$40.23 - $47.95 $16,252 - $19,371
-404 Reduced 2.95%
13,289 $548,000
Q3 2022

Oct 13, 2022

SELL
$1.55 - $45.53 $1,312 - $38,563
-847 Reduced 5.83%
13,693 $551,000
Q2 2022

Jul 22, 2022

BUY
$37.43 - $49.33 $71,828 - $94,664
1,919 Added 15.2%
14,540 $570,000
Q1 2022

May 10, 2022

BUY
$45.81 - $59.06 $131,520 - $169,561
2,871 Added 29.45%
12,621 $612,000
Q4 2021

Jan 14, 2022

BUY
$45.31 - $52.0 $43,180 - $49,556
953 Added 10.83%
9,750 $468,000
Q3 2021

Oct 14, 2021

BUY
$42.32 - $51.15 $372,289 - $449,966
8,797 New
8,797 $408,000
Q3 2020

Nov 05, 2020

SELL
$22.83 - $26.35 $339,230 - $391,534
-14,859 Closed
0 $0
Q2 2020

Jul 15, 2020

SELL
$22.53 - $33.32 $174,247 - $257,696
-7,734 Reduced 34.23%
14,859 $380,000
Q1 2020

Apr 10, 2020

SELL
$25.25 - $53.75 $502,071 - $1.07 Million
-19,884 Reduced 46.81%
22,593 $648,000
Q4 2019

Jan 13, 2020

SELL
$47.82 - $54.46 $66,182 - $75,372
-1,384 Reduced 3.16%
42,477 $2.29 Million
Q3 2019

Oct 29, 2019

BUY
$43.38 - $50.71 $103,634 - $121,146
2,389 Added 5.76%
43,861 $2.21 Million
Q2 2019

Jul 10, 2019

SELL
$44.37 - $49.17 $1.14 Million - $1.26 Million
-25,676 Reduced 38.24%
41,472 $1.96 Million
Q1 2019

Apr 10, 2019

BUY
$46.57 - $51.73 $1.69 Million - $1.88 Million
36,372 Added 118.18%
67,148 $3.25 Million
Q4 2018

Jan 15, 2019

BUY
$43.6 - $54.46 $1.34 Million - $1.68 Million
30,776 New
30,776 $1.42 Million
Q3 2018

Oct 09, 2018

SELL
$52.56 - $59.19 $2.34 Million - $2.63 Million
-44,443 Closed
0 $0
Q2 2018

Jul 13, 2018

BUY
$50.39 - $56.18 $104,105 - $116,067
2,066 Added 4.88%
44,443 $2.46 Million
Q1 2018

May 25, 2018

SELL
$50.98 - $65.93 $4,690 - $6,065
-92 Reduced 0.22%
42,377 $2.22 Million
Q1 2018

Apr 20, 2018

SELL
$50.98 - $65.93 $142,387 - $184,142
-2,793 Reduced 6.17%
42,469 $2.14 Million
Q4 2017

Jan 18, 2018

BUY
$53.19 - $61.61 $35,211 - $40,785
662 Added 1.48%
45,262 $2.75 Million
Q3 2017

Oct 13, 2017

BUY
$49.58 - $55.15 $2.21 Million - $2.46 Million
44,600
44,600 $2.46 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 $267B
  • 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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