Independent Advisor Alliance Wells Fargo & Company Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Wells Fargo & Company stock. As of the latest transaction made, Independent Advisor Alliance holds 63,667 shares of WFC stock, worth $4.47 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

63,667

Previous 62,967 1.11%

Holding current value

$4.47 Million

Previous $3.74 Million 3.88%

% of portfolio

0.13%

Previous 0.13%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.58 - $60.97 $36,106 - $42,679	700 Added 1.11%	63,667 $3.59 Million
Q2 2024 Aug 12, 2024	BUY	$56.41 - $62.34 $23,128 - $25,559	410 Added 0.66%	62,967 $3.74 Million
Q1 2024 May 08, 2024	SELL	$46.44 - $57.96 $317,463 - $396,214	-6,836 Reduced 9.85%	62,557 $3.63 Million
Q4 2023 Feb 08, 2024	SELL	$38.67 - $50.51 $46,404 - $60,612	-1,200 Reduced 1.7%	69,393 $3.42 Million
Q3 2023 Oct 24, 2023	SELL	$40.43 - $47.13 $540,306 - $629,845	-13,364 Reduced 15.92%	70,593 $2.88 Million
Q2 2023 Jul 28, 2023	SELL	$36.72 - $42.68 $86,034 - $99,999	-2,343 Reduced 2.71%	83,957 $3.58 Million
Q1 2023 May 12, 2023	SELL	$36.23 - $48.5 $133,326 - $178,480	-3,680 Reduced 4.09%	86,300 $3.23 Million
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $224,000 - $266,985	5,568 Added 6.6%	89,980 $3.72 Million
Q3 2022 Nov 04, 2022	SELL	$1.55 - $45.53 $3,943 - $115,828	-2,544 Reduced 2.93%	84,412 $3.4 Million
Q2 2022 Aug 04, 2022	SELL	$37.43 - $49.33 $155,933 - $205,508	-4,166 Reduced 4.57%	86,956 $3.41 Million
Q1 2022 May 06, 2022	BUY	$45.81 - $59.06 $1.62 Million - $2.09 Million	35,388 Added 63.49%	91,122 $4.42 Million
Q4 2021 Feb 11, 2022	SELL	$45.31 - $52.0 $1.16 Million - $1.34 Million	-25,694 Reduced 31.55%	55,734 $2.67 Million
Q3 2021 Nov 01, 2021	BUY	$42.32 - $51.15 $37,495 - $45,318	886 Added 1.1%	81,428 $3.78 Million
Q2 2021 Aug 12, 2021	SELL	$39.48 - $47.9 $106,161 - $128,803	-2,689 Reduced 3.23%	80,542 $3.65 Million
Q1 2021 May 14, 2021	BUY	$29.7 - $40.81 $567,270 - $779,471	19,100 Added 29.78%	83,231 $3.25 Million
Q4 2020 Feb 11, 2021	SELL	$21.14 - $30.35 $120,793 - $173,419	-5,714 Reduced 8.18%	64,131 $1.94 Million
Q3 2020 Nov 04, 2020	SELL	$22.83 - $26.35 $68,421 - $78,970	-2,997 Reduced 4.11%	69,845 $1.64 Million
Q2 2020 Aug 06, 2020	BUY	$22.53 - $33.32 $188,914 - $279,388	8,385 Added 13.01%	72,842 $1.87 Million
Q1 2020 May 14, 2020	BUY	$25.25 - $53.75 $188,491 - $401,243	7,465 Added 13.1%	64,457 $1.85 Million
Q4 2019 Feb 07, 2020	BUY	$47.82 - $54.46 $13,389 - $15,248	280 Added 0.49%	56,992 $3.07 Million
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $64,809 - $75,760	1,494 Added 2.71%	56,712 $2.86 Million
Q2 2019 Aug 12, 2019	BUY	$44.37 - $49.17 $299,053 - $331,405	6,740 Added 13.9%	55,218 $2.61 Million
Q1 2019 May 07, 2019	BUY	$46.57 - $51.73 $106,971 - $118,823	2,297 Added 4.97%	48,478 $2.34 Million
Q4 2018 Feb 12, 2019	SELL	$43.6 - $54.46 $97,315 - $121,554	-2,232 Reduced 4.61%	46,181 $2.13 Million
Q3 2018 Nov 13, 2018	BUY	$52.56 - $59.19 $95,343 - $107,370	1,814 Added 3.89%	48,413 $2.48 Million
Q2 2018 Aug 08, 2018	SELL	$50.39 - $56.18 $68,480 - $76,348	-1,359 Reduced 2.83%	46,599 $2.57 Million
Q1 2018 May 15, 2018	BUY	$50.98 - $65.93 $152,022 - $196,603	2,982 Added 6.63%	47,958 $2.46 Million
Q4 2017 Feb 14, 2018	SELL	$53.19 - $61.61 $245,099 - $283,898	-4,608 Reduced 9.29%	44,976 $2.79 Million
Q3 2017 Nov 15, 2017	BUY	$49.58 - $55.15 $301,000 - $334,815	6,071 Added 13.95%	49,584 $2.73 Million
Q2 2017 Aug 14, 2017	BUY	N/A	43,513	43,513 $2.42 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 $267B
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...

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Independent Advisor Alliance Wells Fargo & Company Transaction History