A detailed history of Iht Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Iht Wealth Management, LLC holds 22,483 shares of WFC stock, worth $1.71 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
22,483
Previous 19,328 16.32%
Holding current value
$1.71 Million
Previous $1.15 Million 10.64%
% of portfolio
0.04%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$51.58 - $60.97 $162,734 - $192,360
3,155 Added 16.32%
22,483 $1.27 Million
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $85,630 - $94,632
-1,518 Reduced 7.28%
19,328 $1.15 Million
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $64,876 - $80,970
1,397 Added 7.18%
20,846 $1.21 Million
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $82,019 - $107,131
-2,121 Reduced 9.83%
19,449 $957,000
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $25,147 - $29,314
622 Added 2.97%
21,570 $881,000
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $61,689 - $71,702
1,680 Added 8.72%
20,948 $894,000
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $108,871 - $145,742
3,005 Added 18.48%
19,268 $720,000
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $38,701 - $46,127
-962 Reduced 5.58%
16,263 $671,000
Q3 2022

Nov 22, 2022

BUY
$1.55 - $45.53 $11,877 - $348,896
7,663 Added 80.14%
17,225 $693,000
Q2 2022

Aug 15, 2022

SELL
$37.43 - $49.33 $36,606 - $48,244
-978 Reduced 9.28%
9,562 $375,000
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $64,088 - $82,624
-1,399 Reduced 11.72%
10,540 $511,000
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $92,568 - $106,236
-2,043 Reduced 14.61%
11,939 $573,000
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $253,496 - $306,388
-5,990 Reduced 29.99%
13,982 $649,000
Q2 2021

Aug 16, 2021

SELL
$39.48 - $47.9 $56,653 - $68,736
-1,435 Reduced 6.7%
19,972 $905,000
Q1 2021

May 18, 2021

BUY
$29.7 - $40.81 $197,564 - $271,468
6,652 Added 45.08%
21,407 $836,000
Q4 2020

Feb 17, 2021

SELL
$21.14 - $30.35 $47,522 - $68,226
-2,248 Reduced 13.22%
14,755 $445,000
Q3 2020

Nov 19, 2020

BUY
$22.83 - $26.35 $12,967 - $14,966
568 Added 3.46%
17,003 $400,000
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $101,159 - $149,606
4,490 Added 37.59%
16,435 $421,000
Q1 2020

May 13, 2020

SELL
$25.25 - $53.75 $31,133 - $66,273
-1,233 Reduced 9.36%
11,945 $343,000
Q4 2019

Feb 18, 2020

BUY
$47.82 - $54.46 $39,738 - $45,256
831 Added 6.73%
13,178 $709,000
Q3 2019

Nov 15, 2019

SELL
$43.38 - $50.71 $29,021 - $33,924
-669 Reduced 5.14%
12,347 $628,000
Q2 2019

Aug 12, 2019

SELL
$44.37 - $49.17 $7,143 - $7,916
-161 Reduced 1.22%
13,016 $616,000
Q1 2019

May 16, 2019

SELL
$46.57 - $51.73 $77,026 - $85,561
-1,654 Reduced 11.15%
13,177 $637,000
Q4 2018

Feb 15, 2019

BUY
$43.6 - $54.46 $27,075 - $33,819
621 Added 4.37%
14,831 $683,000
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $100,757 - $113,467
-1,917 Reduced 11.89%
14,210 $747,000
Q2 2018

Aug 13, 2018

BUY
$50.39 - $56.18 $9,876 - $11,011
196 Added 1.23%
16,127 $894,000
Q1 2018

May 15, 2018

SELL
$50.98 - $65.93 $93,038 - $120,322
-1,825 Reduced 10.28%
15,931 $818,000
Q4 2017

Feb 14, 2018

BUY
$53.19 - $61.61 $283,077 - $327,888
5,322 Added 42.8%
17,756 $1.1 Million
Q3 2017

Nov 14, 2017

BUY
$49.58 - $55.15 $616,477 - $685,735
12,434
12,434 $686,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $288B
  • 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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