A detailed history of Institutional & Family Asset Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 14,500 shares of WFC stock, worth $1.04 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,500
Previous 14,500 -0.0%
Holding current value
$1.04 Million
Previous $840,000 2.5%
% of portfolio
0.1%
Previous 0.1%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$56.41 - $62.34 $239,121 - $264,259
-4,239 Reduced 3.38%
121,274 $7.2 Million
Q1 2024

May 08, 2024

SELL
$46.44 - $57.96 $475,731 - $593,742
-10,244 Reduced 7.55%
125,513 $7.27 Million
Q4 2023

Feb 06, 2024

SELL
$38.67 - $50.51 $19,025 - $24,850
-492 Reduced 0.36%
135,757 $6.68 Million
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $17,991 - $20,972
445 Added 0.33%
136,249 $5.57 Million
Q2 2023

Aug 09, 2023

BUY
$36.72 - $42.68 $2,166 - $2,518
59 Added 0.04%
135,804 $5.8 Million
Q1 2023

May 08, 2023

BUY
$36.23 - $48.5 $131,043 - $175,424
3,617 Added 2.74%
135,745 $5.07 Million
Q4 2022

Feb 08, 2023

SELL
$40.23 - $47.95 $14,160 - $16,878
-352 Reduced 0.27%
132,128 $5.46 Million
Q3 2022

Nov 07, 2022

BUY
$1.55 - $45.53 $4,096 - $120,335
2,643 Added 2.04%
132,480 $5.33 Million
Q2 2022

Aug 08, 2022

BUY
$37.43 - $49.33 $422,884 - $557,330
11,298 Added 9.53%
129,837 $5.09 Million
Q1 2022

May 11, 2022

BUY
$45.81 - $59.06 $30,555 - $39,393
667 Added 0.57%
118,539 $5.74 Million
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $173,038 - $198,588
-3,819 Reduced 3.14%
117,872 $5.66 Million
Q3 2021

Nov 10, 2021

SELL
$42.32 - $51.15 $35,548 - $42,966
-840 Reduced 0.69%
121,691 $5.65 Million
Q2 2021

Aug 10, 2021

SELL
$39.48 - $47.9 $241,933 - $293,531
-6,128 Reduced 4.76%
122,531 $5.55 Million
Q1 2021

May 06, 2021

SELL
$29.7 - $40.81 $235,164 - $323,133
-7,918 Reduced 5.8%
128,659 $5.03 Million
Q4 2020

Feb 03, 2021

SELL
$21.14 - $30.35 $207,890 - $298,461
-9,834 Reduced 6.72%
136,577 $4.12 Million
Q3 2020

Oct 30, 2020

BUY
$22.83 - $26.35 $238,253 - $274,988
10,436 Added 7.67%
146,411 $3.44 Million
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $101,655 - $150,339
4,512 Added 3.43%
135,975 $3.48 Million
Q1 2020

May 14, 2020

BUY
$25.25 - $53.75 $912,737 - $1.94 Million
36,148 Added 37.92%
131,463 $3.77 Million
Q4 2019

Feb 14, 2020

SELL
$47.82 - $54.46 $402,931 - $458,879
-8,426 Reduced 8.12%
95,315 $5.13 Million
Q3 2019

Nov 14, 2019

SELL
$43.38 - $50.71 $27,329 - $31,947
-630 Reduced 0.6%
103,741 $5.23 Million
Q2 2019

Aug 14, 2019

BUY
$44.37 - $49.17 $143,581 - $159,114
3,236 Added 3.2%
104,371 $4.94 Million
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $53,602 - $59,541
1,151 Added 1.15%
101,135 $4.89 Million
Q4 2018

Feb 14, 2019

BUY
$43.6 - $54.46 $73,204 - $91,438
1,679 Added 1.71%
99,984 $4.61 Million
Q3 2018

Nov 13, 2018

BUY
$52.56 - $59.19 $111,584 - $125,660
2,123 Added 2.21%
98,305 $5.17 Million
Q2 2018

Aug 13, 2018

BUY
$50.39 - $56.18 $128,192 - $142,921
2,544 Added 2.72%
96,182 $5.33 Million
Q1 2018

May 14, 2018

SELL
$50.98 - $65.93 $789,476 - $1.02 Million
-15,486 Reduced 14.19%
93,638 $4.91 Million
Q4 2017

Feb 14, 2018

BUY
$53.19 - $61.61 $332,490 - $385,124
6,251 Added 6.08%
109,124 $6.62 Million
Q3 2017

Nov 14, 2017

BUY
$49.58 - $55.15 $55,827 - $62,098
1,126 Added 1.11%
102,873 $5.67 Million
Q2 2017

Aug 14, 2017

BUY
N/A
101,747
101,747 $5.64 Million

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 $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
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