A detailed history of Institute For Wealth Management, Llc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,370 shares of WFC stock, worth $588,745. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,370
Previous 9,846 14.99%
Holding current value
$588,745
Previous $584,000 19.18%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$51.58 - $60.97 $76,132 - $89,991
-1,476 Reduced 14.99%
8,370 $472,000
Q2 2024

Jul 25, 2024

SELL
$56.41 - $62.34 $30,856 - $34,099
-547 Reduced 5.26%
9,846 $584,000
Q1 2024

Apr 30, 2024

BUY
$46.44 - $57.96 $278 - $347
6 Added 0.06%
10,393 $602,000
Q4 2023

Jan 31, 2024

SELL
$38.67 - $50.51 $5,993 - $7,829
-155 Reduced 1.47%
10,387 $511,000
Q3 2023

Oct 13, 2023

SELL
$40.43 - $47.13 $13,907 - $16,212
-344 Reduced 3.16%
10,542 $430,000
Q2 2023

Jul 25, 2023

BUY
$36.72 - $42.68 $23,500 - $27,315
640 Added 6.25%
10,886 $464,000
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $37,280 - $49,906
1,029 Added 11.16%
10,246 $382,000
Q4 2022

Feb 02, 2023

BUY
$40.23 - $47.95 $28,321 - $33,756
704 Added 8.27%
9,217 $380,000
Q3 2022

Oct 18, 2022

SELL
$1.55 - $45.53 $5,152 - $151,341
-3,324 Reduced 28.08%
8,513 $342,000
Q2 2022

Jul 25, 2022

BUY
$37.43 - $49.33 $6,363 - $8,386
170 Added 1.46%
11,837 $464,000
Q1 2022

Apr 29, 2022

BUY
$45.81 - $59.06 $137,659 - $177,475
3,005 Added 34.69%
11,667 $565,000
Q4 2021

Jan 21, 2022

SELL
$45.31 - $52.0 $4,304 - $4,940
-95 Reduced 1.08%
8,662 $416,000
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $8,929 - $10,792
-211 Reduced 2.35%
8,757 $406,000
Q2 2021

Jul 21, 2021

SELL
$39.48 - $47.9 $669,975 - $812,863
-16,970 Reduced 65.43%
8,968 $406,000
Q1 2021

May 04, 2021

SELL
$29.7 - $40.81 $6,831 - $9,386
-230 Reduced 0.88%
25,938 $1.01 Million
Q4 2020

Feb 01, 2021

SELL
$21.14 - $30.35 $201,083 - $288,689
-9,512 Reduced 26.66%
26,168 $790,000
Q3 2020

Nov 03, 2020

BUY
$22.83 - $26.35 $579,105 - $668,394
25,366 Added 245.94%
35,680 $839,000
Q2 2020

Jul 30, 2020

BUY
$22.53 - $33.32 $39,697 - $58,709
1,762 Added 20.6%
10,314 $264,000
Q1 2020

Apr 29, 2020

BUY
$25.25 - $53.75 $31,941 - $67,993
1,265 Added 17.36%
8,552 $245,000
Q4 2019

Feb 27, 2020

BUY
$47.82 - $54.46 $329,718 - $375,501
6,895 Added 1758.93%
7,287 $392,000
Q4 2019

Jan 27, 2020

SELL
$47.82 - $54.46 $313,125 - $356,604
-6,548 Reduced 94.35%
392 $392,000
Q3 2019

Oct 28, 2019

SELL
$43.38 - $50.71 $110,619 - $129,310
-2,550 Reduced 26.87%
6,940 $350,000
Q2 2019

Aug 02, 2019

SELL
$44.37 - $49.17 $136,925 - $151,738
-3,086 Reduced 24.54%
9,490 $449,000
Q1 2019

May 15, 2019

BUY
$46.57 - $51.73 $585,664 - $650,556
12,576 New
12,576 $608,000
Q4 2018

Feb 08, 2019

SELL
$43.6 - $54.46 $524,202 - $654,772
-12,023 Closed
0 $0
Q3 2018

Oct 29, 2018

BUY
$52.56 - $59.19 $4,362 - $4,912
83 Added 0.7%
12,023 $632,000
Q2 2018

Aug 10, 2018

BUY
$50.39 - $56.18 $4,988 - $5,561
99 Added 0.84%
11,940 $661,000
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $32,933 - $42,590
646 Added 5.77%
11,841 $610,000
Q4 2017

Feb 12, 2018

BUY
$53.19 - $61.61 $4,095 - $4,743
77 Added 0.69%
11,195 $680,000
Q3 2017

Nov 14, 2017

BUY
$49.58 - $55.15 $60,834 - $67,669
1,227 Added 12.41%
11,118 $611,000
Q2 2017

Aug 14, 2017

BUY
N/A
9,891
9,891 $548,000

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 $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...
More about WFC
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