Heritage Wealth Advisors Wells Fargo & Company Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,806 shares of WFC stock, worth $129,291. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,806

Previous 1,606 12.45%

Holding current value

$129,291

Previous $95,000 6.32%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.58 - $60.97 $10,316 - $12,194	200 Added 12.45%	1,806 $101,000
Q2 2024 Aug 05, 2024	BUY	$56.41 - $62.34 $89,522 - $98,933	1,587 Added 8352.63%	1,606 $95,000
Q1 2024 May 08, 2024	SELL	$46.44 - $57.96 $86,889 - $108,443	-1,871 Reduced 98.99%	19 $1,000
Q4 2023 Dec 12, 2024	BUY	$38.67 - $50.51 $11,601 - $15,153	300 Added 22.97%	1,606 $79,000
Q4 2023 Feb 09, 2024	BUY	$38.67 - $50.51 $22,583 - $29,497	584 Added 44.72%	1,890 $93,000
Q2 2023 Dec 12, 2024	SELL	$36.72 - $42.68 $18,360 - $21,340	-500 Reduced 27.69%	1,306 $55,000
Q2 2023 Aug 09, 2023	SELL	$36.72 - $42.68 $106,561 - $123,857	-2,902 Reduced 68.96%	1,306 $55,000
Q4 2022 Dec 12, 2024	SELL	$40.23 - $47.95 $11,465 - $13,665	-285 Reduced 6.34%	4,208 $173,000
Q4 2022 Feb 06, 2023	SELL	$40.23 - $47.95 $11,465 - $13,665	-285 Reduced 6.34%	4,208 $173,000
Q3 2022 Dec 12, 2024	BUY	$1.55 - $45.53 $4,164 - $122,339	2,687 Added 148.78%	4,493 $180,000
Q3 2022 Nov 10, 2022	SELL	$1.55 - $45.53 $3,255 - $95,613	-2,100 Reduced 31.85%	4,493 $181,000
Q2 2022 Aug 04, 2022	BUY	$37.43 - $49.33 $197,892 - $260,807	5,287 Added 404.82%	6,593 $258,000
Q2 2021 Aug 09, 2021	SELL	$39.48 - $47.9 $39 - $47	-1 Reduced 0.08%	1,306 $59,000
Q2 2021 Jul 27, 2021	BUY	$39.48 - $47.9 $39 - $47	1 Added 0.08%	1,307 $39,000
Q1 2021 Apr 27, 2021	SELL	$29.7 - $40.81 $29 - $40	-1 Reduced 0.08%	1,306 $51,000
Q4 2020 Feb 01, 2021	SELL	$21.14 - $30.35 $31,498 - $45,221	-1,490 Reduced 53.27%	1,307 $39,000
Q2 2020 Jul 17, 2020	BUY	$22.53 - $33.32 $18,316 - $27,089	813 Added 40.98%	2,797 $71,000
Q2 2020 Jul 17, 2020	SELL	$22.53 - $33.32 $40,846 - $60,409	-1,813 Reduced 47.75%	1,984 $71,000
Q1 2020 May 05, 2020	SELL	$25.25 - $53.75 $20,679 - $44,021	-819 Reduced 17.74%	3,797 $108,000
Q4 2019 Feb 04, 2020	BUY	$47.82 - $54.46 $39,164 - $44,602	819 Added 21.57%	4,616 $248,000
Q3 2019 Oct 30, 2019	SELL	$43.38 - $50.71 $39,345 - $45,993	-907 Reduced 19.28%	3,797 $191,000
Q2 2019 Aug 05, 2019	BUY	$44.37 - $49.17 $40,243 - $44,597	907 Added 23.89%	4,704 $0
Q4 2018 Jan 28, 2019	SELL	$43.6 - $54.46 $1,482 - $1,851	-34 Reduced 0.89%	3,797 $174,000
Q2 2018 Jul 19, 2018	SELL	$50.39 - $56.18 $1.41 Million - $1.57 Million	-28,033 Reduced 87.98%	3,831 $213,000
Q1 2018 May 10, 2018	BUY	$50.98 - $65.93 $196,629 - $254,292	3,857 Added 13.77%	31,864 $1.67 Million
Q4 2017 Feb 02, 2018	BUY	$53.19 - $61.61 $47,445 - $54,956	892 Added 3.29%	28,007 $1.69 Million
Q3 2017 Nov 07, 2017	BUY	$49.58 - $55.15 $1.34 Million - $1.5 Million	27,115	27,115 $1.5 Million

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 $272B
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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Wells Fargo & Company Transaction History