Global Retirement Partners, LLC Wells Fargo & Company Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Global Retirement Partners, LLC holds 59,847 shares of WFC stock, worth $4.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

59,847

Previous 58,413 2.45%

Holding current value

$4.4 Million

Previous $3.47 Million 2.62%

% of portfolio

0.1%

Previous 0.11%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$51.58 - $60.97 $73,965 - $87,430	1,434 Added 2.45%	59,847 $3.38 Million
Q2 2024 Jul 23, 2024	BUY	$56.41 - $62.34 $493,587 - $545,475	8,750 Added 17.62%	58,413 $3.47 Million
Q1 2024 Apr 23, 2024	BUY	$46.44 - $57.96 $60,046 - $74,942	1,293 Added 2.67%	49,663 $2.88 Million
Q4 2023 Jan 18, 2024	BUY	$38.67 - $50.51 $145,205 - $189,665	3,755 Added 8.42%	48,370 $2.38 Million
Q3 2023 Oct 13, 2023	SELL	$40.43 - $47.13 $46,130 - $53,775	-1,141 Reduced 2.49%	44,615 $1.82 Million
Q2 2023 Jul 20, 2023	BUY	$36.72 - $42.68 $59,376 - $69,013	1,617 Added 3.66%	45,756 $1.95 Million
Q1 2023 May 05, 2023	BUY	$36.23 - $48.5 $95,429 - $127,749	2,634 Added 6.35%	44,139 $1.65 Million
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $52,017 - $61,999	1,293 Added 3.22%	41,505 $1.71 Million
Q3 2022 Nov 03, 2022	SELL	$1.55 - $45.53 $5,536 - $162,633	-3,572 Reduced 8.16%	40,212 $1.85 Million
Q2 2022 Jul 15, 2022	BUY	$37.43 - $49.33 $374 - $493	10 Added 0.02%	43,784 $1.72 Million
Q1 2022 Jul 14, 2022	BUY	$45.81 - $59.06 $2.01 Million - $2.59 Million	43,774 New	43,774 $1.9 Million
Q4 2021 Jan 21, 2022	SELL	$45.31 - $52.0 $1.74 Million - $1.99 Million	-38,339 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$42.32 - $51.15 $527,645 - $637,738	12,468 Added 48.19%	38,339 $1.78 Million
Q2 2021 Jul 15, 2021	BUY	$39.48 - $47.9 $37,229 - $45,169	943 Added 3.78%	25,871 $1.17 Million
Q1 2021 Apr 14, 2021	SELL	$29.7 - $40.81 $29,997 - $41,218	-1,010 Reduced 3.89%	24,928 $974,000
Q4 2020 Jan 13, 2021	SELL	$21.14 - $30.35 $1.37 Million - $1.97 Million	-65,019 Reduced 71.48%	25,938 $783,000
Q3 2020 Oct 09, 2020	BUY	$22.83 - $26.35 $27,259 - $31,461	1,194 Added 1.33%	90,957 $2.14 Million
Q2 2020 Jul 13, 2020	SELL	$22.53 - $33.32 $189,364 - $280,054	-8,405 Reduced 8.56%	89,763 $2.3 Million
Q1 2020 Apr 28, 2020	BUY	$25.25 - $53.75 $496,894 - $1.06 Million	19,679 Added 25.07%	98,168 $2.82 Million
Q4 2019 Jan 23, 2020	BUY	$47.82 - $54.46 $215,859 - $245,832	4,514 Added 6.1%	78,489 $4.22 Million
Q3 2019 Nov 19, 2019	BUY	$43.38 - $50.71 $662,022 - $773,885	15,261 Added 25.99%	73,975 $3.73 Million
Q2 2019 Nov 19, 2019	BUY	$44.37 - $49.17 $9,184 - $10,178	207 Added 0.35%	58,714 $2.78 Million
Q1 2019 May 07, 2019	BUY	$46.57 - $51.73 $17,417 - $19,347	374 Added 0.64%	58,507 $2.83 Million
Q4 2018 Feb 22, 2019	SELL	$43.6 - $54.46 $340,603 - $425,441	-7,812 Reduced 11.85%	58,133 $2.68 Million
Q3 2018 Oct 17, 2018	BUY	$52.56 - $59.19 $58,026 - $65,345	1,104 Added 1.7%	65,945 $3.47 Million
Q2 2018 Aug 13, 2018	BUY	$50.39 - $56.18 $21,869 - $24,382	434 Added 0.67%	64,841 $3.6 Million
Q1 2018 Aug 10, 2018	SELL	$50.98 - $65.93 $368,483 - $476,542	-7,228 Reduced 10.09%	64,407 $3.38 Million
Q4 2017 Aug 13, 2018	BUY	$53.19 - $61.61 $2.39 Million - $2.77 Million	44,907 Added 168.01%	71,635 $4.35 Million
Q3 2017 Aug 10, 2018	BUY	$49.58 - $55.15 $153,549 - $170,799	3,097 Added 13.11%	26,728 $1.47 Million
Q2 2017 Aug 10, 2018	BUY	N/A	1,289 Added 5.77%	23,631 $1.31 Million
Q1 2017 Aug 10, 2018	BUY	N/A	2,951 Added 15.22%	22,342 $1.24 Million
Q4 2016 Aug 10, 2018	BUY	N/A	19,391	19,391 $1.07 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

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 $279B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Wells Fargo & Company Transaction History