J.W. Cole Advisors, Inc. Wells Fargo & Company Transaction History

J.W. Cole Advisors, Inc.

$2.09 Billion
Q2 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 31,705 shares of WFC stock, worth $1.78 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

31,705

Previous 30,154 5.14%

Holding current value

$1.78 Million

Previous $1.75 Million 7.73%

% of portfolio

0.09%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$56.41 - $62.34 $87,491 - $96,689	1,551 Added 5.14%	31,705 $1.88 Million
Q1 2024 Apr 30, 2024	SELL	$46.44 - $57.96 $52,755 - $65,842	-1,136 Reduced 3.63%	30,154 $1.75 Million
Q4 2023 Jan 31, 2024	BUY	$38.67 - $50.51 $13,495 - $17,627	349 Added 1.13%	31,290 $1.54 Million
Q3 2023 Oct 24, 2023	SELL	$40.43 - $47.13 $1,293 - $1,508	-32 Reduced 0.1%	30,941 $1.26 Million
Q2 2023 Jul 27, 2023	BUY	$36.72 - $42.68 $216,537 - $251,683	5,897 Added 23.52%	30,973 $1.32 Million
Q1 2023 May 03, 2023	BUY	$36.23 - $48.5 $104,632 - $140,068	2,888 Added 13.02%	25,076 $937,000
Q4 2022 Feb 14, 2023	BUY	$40.23 - $47.95 $71,126 - $84,775	1,768 Added 8.66%	22,188 $916,000
Q3 2022 Oct 31, 2022	SELL	$1.55 - $45.53 $2,328 - $68,386	-1,502 Reduced 6.85%	20,420 $821,000
Q2 2022 Jul 27, 2022	SELL	$37.43 - $49.33 $282,371 - $372,145	-7,544 Reduced 25.6%	21,922 $859,000
Q1 2022 Jun 10, 2022	SELL	$45.81 - $59.06 $32.4 Million - $41.7 Million	-706,880 Reduced 96.0%	29,466 $1.43 Million
Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $32.2 Million - $41.5 Million	702,754 Added 2092.03%	736,346 $737,000
Q4 2021 Jan 25, 2022	BUY	$45.31 - $52.0 $90 - $104	2 Added 0.01%	33,592 $1.61 Million
Q3 2021 Oct 26, 2021	SELL	$42.32 - $51.15 $56,666 - $68,489	-1,339 Reduced 3.83%	33,590 $1.56 Million
Q2 2021 Aug 06, 2021	BUY	$39.48 - $47.9 $105,293 - $127,749	2,667 Added 8.27%	34,929 $1.58 Million
Q1 2021 Apr 28, 2021	BUY	$29.7 - $40.81 $228,422 - $313,869	7,691 Added 31.3%	32,262 $1.26 Million
Q4 2020 Feb 12, 2021	SELL	$21.14 - $30.35 $1.71 Million - $2.46 Million	-80,922 Reduced 76.71%	24,571 $742,000
Q3 2020 Nov 05, 2020	BUY	$22.83 - $26.35 $2.09 Million - $2.42 Million	91,757 Added 668.0%	105,493 $2.48 Million
Q2 2020 Aug 07, 2020	BUY	$22.53 - $33.32 $309,472 - $457,683	13,736 New	13,736 $352,000
Q1 2020 May 07, 2020	SELL	$25.25 - $53.75 $195,485 - $416,132	-7,742 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$47.82 - $54.46 $370,222 - $421,629	7,742 New	7,742 $417,000

Others Institutions Holding WFC

# of Institutions

2,485

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $214B
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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J.W. Cole Advisors, Inc. Wells Fargo & Company Transaction History