Gould Asset Management LLC Wells Fargo & Company Transaction History

Gould Asset Management LLC

$464 Million
Q3 2024

A detailed history of Gould Asset Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Gould Asset Management LLC holds 4,757 shares of WFC stock, worth $334,940. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,757

Previous 4,157 14.43%

Holding current value

$334,940

Previous $246,000 8.94%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.58 - $60.97 $30,948 - $36,582	600 Added 14.43%	4,757 $268,000
Q4 2023 Feb 02, 2024	BUY	$38.67 - $50.51 $160,751 - $209,970	4,157 New	4,157 $204,000
Q2 2022 Aug 10, 2022	SELL	$37.43 - $49.33 $157,655 - $207,777	-4,212 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$45.81 - $59.06 $8,932 - $11,516	-195 Reduced 4.42%	4,212 $204,000
Q3 2021 Nov 09, 2021	SELL	$42.32 - $51.15 $118,665 - $143,424	-2,804 Reduced 38.89%	4,407 $205,000
Q1 2021 May 07, 2021	SELL	$29.7 - $40.81 $109,949 - $151,078	-3,702 Reduced 33.92%	7,211 $282,000
Q3 2020 Nov 05, 2020	BUY	$22.83 - $26.35 $11,460 - $13,227	502 Added 4.82%	10,913 $257,000
Q2 2020 Aug 05, 2020	SELL	$22.53 - $33.32 $2,838 - $4,198	-126 Reduced 1.2%	10,411 $267,000
Q1 2020 Apr 23, 2020	BUY	$25.25 - $53.75 $25,250 - $53,750	1,000 Added 10.49%	10,537 $302,000
Q4 2019 Jan 17, 2020	SELL	$47.82 - $54.46 $14,776 - $16,828	-309 Reduced 3.14%	9,537 $513,000
Q3 2019 Nov 12, 2019	SELL	$43.38 - $50.71 $29,238 - $34,178	-674 Reduced 6.41%	9,846 $497,000
Q2 2019 Jul 31, 2019	BUY	$44.37 - $49.17 $42,151 - $46,711	950 Added 9.93%	10,520 $498,000
Q1 2019 May 07, 2019	SELL	$46.57 - $51.73 $6,519 - $7,242	-140 Reduced 1.44%	9,570 $462,000
Q3 2018 Nov 08, 2018	SELL	$52.56 - $59.19 $10,038 - $11,305	-191 Reduced 1.93%	9,710 $510,000
Q2 2018 Aug 13, 2018	SELL	$50.39 - $56.18 $25,195 - $28,090	-500 Reduced 4.81%	9,901 $549,000
Q1 2018 May 04, 2018	SELL	$50.98 - $65.93 $3,058 - $3,955	-60 Reduced 0.57%	10,401 $545,000
Q4 2017 Feb 09, 2018	BUY	$53.19 - $61.61 $53,190 - $61,610	1,000 Added 10.57%	10,461 $635,000
Q3 2017 Nov 09, 2017	BUY	$49.58 - $55.15 $469,076 - $521,774	9,461	9,461 $522,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

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 $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...

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Gould Asset Management LLC Wells Fargo & Company Transaction History