Hcr Wealth Advisors Wells Fargo & Company Transaction History

Hcr Wealth Advisors

$658 Million
Q1 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 $694,814. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,396

Previous 11,396 -0.0%

Holding current value

$694,814

Previous $560,000 17.86%

% of portfolio

0.1%

Previous 0.09%

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

2,392

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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 $231B
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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Hcr Wealth Advisors Wells Fargo & Company Transaction History