A detailed history of Ivc Wealth Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 12,921 shares of WFC stock, worth $908,863. This represents 0.4% of its overall portfolio holdings.

Number of Shares
12,921
Previous 15,139 14.65%
Holding current value
$908,863
Previous $899,000 18.91%
% of portfolio
0.4%
Previous 0.51%

Shares

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

Oct 24, 2024

SELL
$51.58 - $60.97 $114,404 - $135,231
-2,218 Reduced 14.65%
12,921 $729,000
Q2 2024

Jul 16, 2024

SELL
$56.41 - $62.34 $2,876 - $3,179
-51 Reduced 0.34%
15,139 $899,000
Q1 2024

Apr 19, 2024

BUY
$46.44 - $57.96 $2,322 - $2,898
50 Added 0.33%
15,190 $880,000
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $95,398 - $124,608
-2,467 Reduced 14.01%
15,140 $745,000
Q3 2023

Oct 05, 2023

BUY
$40.43 - $47.13 $2,183 - $2,545
54 Added 0.31%
17,607 $719,000
Q2 2023

Jul 13, 2023

BUY
$36.72 - $42.68 $113,538 - $131,966
3,092 Added 21.38%
17,553 $749,000
Q1 2023

Apr 13, 2023

SELL
$36.23 - $48.5 $344,402 - $461,041
-9,506 Reduced 39.66%
14,461 $540,000
Q4 2022

Jan 17, 2023

BUY
$40.23 - $47.95 $616,323 - $734,594
15,320 Added 177.17%
23,967 $0
Q3 2022

Oct 12, 2022

BUY
$1.55 - $45.53 $24 - $728
16 Added 0.19%
8,647 $348,000
Q2 2022

Jul 11, 2022

SELL
$37.43 - $49.33 $249,134 - $328,340
-6,656 Reduced 43.54%
8,631 $338,000
Q1 2022

Apr 27, 2022

SELL
$45.81 - $59.06 $687 - $885
-15 Reduced 0.1%
15,287 $741,000
Q4 2021

Jan 13, 2022

BUY
$45.31 - $52.0 $317 - $364
7 Added 0.05%
15,302 $734,000
Q3 2021

Oct 08, 2021

BUY
$42.32 - $51.15 $338 - $409
8 Added 0.05%
15,295 $710,000
Q2 2021

Jul 13, 2021

BUY
$39.48 - $47.9 $157 - $191
4 Added 0.03%
15,287 $692,000
Q1 2021

Apr 20, 2021

SELL
$29.7 - $40.81 $14,731 - $20,241
-496 Reduced 3.14%
15,283 $597,000
Q4 2020

Feb 01, 2021

BUY
$21.14 - $30.35 $333,568 - $478,892
15,779 New
15,779 $476,000

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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