Hcr Wealth Advisors Wells Fargo & Company Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Hcr Wealth Advisors holds 11,396 shares of WFC stock, worth $810,369. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,396

Previous 11,396 -0.0%

Holding current value

$810,369

Previous $676,000 4.88%

% of portfolio

0.08%

Previous 0.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$38.67 - $50.51 $46,984 - $61,369	1,215 Added 11.93%	11,396 $560,000
Q2 2023 Aug 09, 2023	SELL	$36.72 - $42.68 $1,321 - $1,536	-36 Reduced 0.35%	10,181 $434,000
Q3 2022 Nov 07, 2022	SELL	$1.55 - $45.53 $83 - $2,458	-54 Reduced 0.53%	10,217 $411,000
Q2 2022 Aug 12, 2022	SELL	$37.43 - $49.33 $14,972 - $19,732	-400 Reduced 3.75%	10,271 $402,000
Q1 2022 May 05, 2022	BUY	$45.81 - $59.06 $18,324 - $23,624	400 Added 3.89%	10,671 $517,000
Q2 2021 Jul 21, 2021	BUY	$39.48 - $47.9 $76,117 - $92,351	1,928 Added 23.11%	10,271 $465,000
Q1 2021 May 13, 2021	SELL	$29.7 - $40.81 $194,594 - $267,387	-6,552 Reduced 43.99%	8,343 $326,000
Q4 2020 Feb 04, 2021	SELL	$21.14 - $30.35 $16,912 - $24,280	-800 Reduced 5.1%	14,895 $450,000
Q3 2020 Nov 05, 2020	SELL	$22.83 - $26.35 $22,830 - $26,350	-1,000 Reduced 5.99%	15,695 $357,000
Q2 2020 Jul 30, 2020	SELL	$22.53 - $33.32 $28,004 - $41,416	-1,243 Reduced 6.93%	16,695 $423,000
Q1 2020 May 08, 2020	SELL	$25.25 - $53.75 $120,063 - $255,581	-4,755 Reduced 20.95%	17,938 $515,000
Q4 2019 Feb 07, 2020	BUY	$47.82 - $54.46 $121,080 - $137,892	2,532 Added 12.56%	22,693 $1.22 Million
Q3 2019 Nov 07, 2019	BUY	$43.38 - $50.71 $153,782 - $179,766	3,545 Added 21.33%	20,161 $1.03 Million
Q2 2019 Jul 25, 2019	SELL	$44.37 - $49.17 $364,632 - $404,079	-8,218 Reduced 33.09%	16,616 $786,000
Q1 2019 May 10, 2019	SELL	$46.57 - $51.73 $720,531 - $800,366	-15,472 Reduced 38.39%	24,834 $1.2 Million
Q4 2018 Jan 31, 2019	SELL	$43.6 - $54.46 $192,712 - $240,713	-4,420 Reduced 9.88%	40,306 $1.86 Million
Q3 2018 Nov 09, 2018	SELL	$52.56 - $59.19 $235,731 - $265,467	-4,485 Reduced 9.11%	44,726 $2.31 Million
Q2 2018 Aug 14, 2018	SELL	$50.39 - $56.18 $34,769 - $38,764	-690 Reduced 1.38%	49,211 $2.75 Million
Q1 2018 May 15, 2018	SELL	$50.98 - $65.93 $10,501 - $13,581	-206 Reduced 0.41%	49,901 $2.62 Million
Q4 2017 Feb 13, 2018	BUY	$53.19 - $61.61 $9,308 - $10,781	175 Added 0.35%	50,107 $3.04 Million
Q3 2017 Nov 13, 2017	SELL	$49.58 - $55.15 $16,857 - $18,751	-340 Reduced 0.68%	49,932 $2.75 Million
Q2 2017 Aug 16, 2017	BUY	N/A	42,953 Added 586.87%	50,272 $2.79 Million
Q2 2017 Aug 15, 2017	BUY	N/A	7,319	7,319 $406,000

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 $270B
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 Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Wells Fargo & Company Transaction History