A detailed history of Investment Advisory Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Investment Advisory Group, LLC holds 5,883 shares of WFC stock, worth $310,563. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,883
Previous 5,862 0.36%
Holding current value
$310,563
Previous $339,000 2.95%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 31, 2024

BUY
$56.41 - $62.34 $1,184 - $1,309
21 Added 0.36%
5,883 $349,000
Q1 2024

Apr 29, 2024

BUY
$46.44 - $57.96 $696 - $869
15 Added 0.26%
5,862 $339,000
Q4 2023

Jan 30, 2024

BUY
$38.67 - $50.51 $4,021 - $5,253
104 Added 1.81%
5,847 $287,000
Q3 2023

Oct 16, 2023

BUY
$40.43 - $47.13 $3,315 - $3,864
82 Added 1.45%
5,743 $234,000
Q2 2023

Jul 17, 2023

SELL
$36.72 - $42.68 $18,763 - $21,809
-511 Reduced 8.28%
5,661 $241,000
Q1 2023

May 02, 2023

BUY
$36.23 - $48.5 $36 - $48
1 Added 0.02%
6,172 $230,000
Q4 2022

Jan 19, 2023

SELL
$40.23 - $47.95 $2,896 - $3,452
-72 Reduced 1.15%
6,171 $0
Q3 2022

Oct 24, 2022

BUY
$1.55 - $45.53 $1 - $45
1 Added 0.02%
6,243 $251,000
Q2 2022

Jul 18, 2022

BUY
$37.43 - $49.33 $37 - $49
1 Added 0.02%
6,242 $244,000
Q1 2022

Apr 29, 2022

SELL
$45.81 - $59.06 $27,486 - $35,436
-600 Reduced 8.77%
6,241 $303,000
Q4 2021

Feb 11, 2022

BUY
$45.31 - $52.0 $309,965 - $355,732
6,841 New
6,841 $404,000

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 $200B
  • 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
Track This Portfolio

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.