Ifg Advisory, LLC Wells Fargo & Company Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$56.41 - $62.34 $198,055 - $218,875	3,511 New	3,511 $208,000
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $226,852 - $264,446	5,611 New	5,611 $229,000
Q1 2023 Apr 26, 2023	BUY	$36.23 - $48.5 $8,912 - $11,931	246 Added 4.79%	5,387 $201,000
Q4 2022 Jan 31, 2023	SELL	$40.23 - $47.95 $136,862 - $163,125	-3,402 Reduced 39.82%	5,141 $212,000
Q3 2022 Oct 28, 2022	BUY	$1.55 - $45.53 $13,241 - $388,962	8,543 New	8,543 $343,000
Q2 2022 Aug 04, 2022	SELL	$37.43 - $49.33 $342,783 - $451,764	-9,158 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$45.81 - $59.06 $15,025 - $19,371	-328 Reduced 3.46%	9,158 $443,000
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $23,697 - $27,196	-523 Reduced 5.23%	9,486 $455,000
Q3 2021 Oct 12, 2021	BUY	$42.32 - $51.15 $10,368 - $12,531	245 Added 2.51%	10,009 $464,000
Q2 2021 Jul 21, 2021	SELL	$39.48 - $47.9 $7,619 - $9,244	-193 Reduced 1.94%	9,764 $442,000
Q1 2021 Apr 19, 2021	SELL	$29.7 - $40.81 $10,513 - $14,446	-354 Reduced 3.43%	9,957 $389,000
Q4 2020 Feb 08, 2021	SELL	$21.14 - $30.35 $39,785 - $57,118	-1,882 Reduced 15.44%	10,311 $311,000
Q3 2020 Nov 02, 2020	SELL	$22.83 - $26.35 $188,301 - $217,334	-8,248 Reduced 40.35%	12,193 $286,000
Q2 2020 Aug 10, 2020	BUY	$22.53 - $33.32 $7,187 - $10,629	319 Added 1.59%	20,441 $523,000
Q1 2020 May 11, 2020	BUY	$25.25 - $53.75 $67,392 - $143,458	2,669 Added 15.29%	20,122 $577,000
Q4 2019 Feb 07, 2020	BUY	$47.82 - $54.46 $63,983 - $72,867	1,338 Added 8.3%	17,453 $938,000
Q3 2019 Nov 06, 2019	SELL	$43.38 - $50.71 $384,086 - $448,986	-8,854 Reduced 35.46%	16,115 $812,000
Q2 2019 Aug 06, 2019	SELL	$44.37 - $49.17 $180,364 - $199,876	-4,065 Reduced 14.0%	24,969 $1.23 Million
Q1 2019 May 08, 2019	BUY	$46.57 - $51.73 $128,440 - $142,671	2,758 Added 10.5%	29,034 $1.41 Million
Q4 2018 Feb 07, 2019	SELL	$43.6 - $54.46 $28,819 - $35,998	-661 Reduced 2.45%	26,276 $1.26 Million
Q3 2018 Nov 05, 2018	SELL	$52.56 - $59.19 $24,019 - $27,049	-457 Reduced 1.67%	26,937 $1.47 Million
Q2 2018 Aug 02, 2018	BUY	$50.39 - $56.18 $12,143 - $13,539	241 Added 0.89%	27,394 $1.52 Million
Q1 2018 Apr 26, 2018	SELL	$50.98 - $65.93 $12,235 - $15,823	-240 Reduced 0.88%	27,153 $0
Q4 2017 Feb 01, 2018	BUY	$53.19 - $61.61 $657,481 - $761,561	12,361 Added 82.23%	27,393 $1.66 Million
Q4 2017 Jan 29, 2018	BUY	$53.19 - $61.61 $799,552 - $926,121	15,032	15,032 $1.74 Million

Others Institutions Holding WFC

# of Institutions

2,503

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$22.8 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$18.8 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.5 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.51 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.77 Billion
0.93% of portfolio

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 $281B
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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