Jfs Wealth Advisors, LLC Wells Fargo & Company Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 11,256 shares of WFC stock, worth $854,893. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,256

Previous 14,562 22.7%

Holding current value

$854,893

Previous $864,000 26.5%

% of portfolio

0.04%

Previous 0.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$51.58 - $60.97 $170,523 - $201,566	-3,306 Reduced 22.7%	11,256 $635,000
Q2 2024 Jul 15, 2024	SELL	$56.41 - $62.34 $99,055 - $109,469	-1,756 Reduced 10.76%	14,562 $864,000
Q1 2024 Apr 30, 2024	BUY	$46.44 - $57.96 $1,578 - $1,970	34 Added 0.21%	16,318 $945,000
Q4 2023 Feb 07, 2024	SELL	$38.67 - $50.51 $11,562 - $15,102	-299 Reduced 1.8%	16,284 $801,000
Q3 2023 Nov 02, 2023	BUY	$40.43 - $47.13 $4,811 - $5,608	119 Added 0.72%	16,583 $677,000
Q2 2023 Aug 07, 2023	BUY	$36.72 - $42.68 $1,064 - $1,237	29 Added 0.18%	16,464 $702,000
Q1 2023 Apr 19, 2023	SELL	$36.23 - $48.5 $1,920 - $2,570	-53 Reduced 0.32%	16,435 $614,000
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $239,448 - $285,398	5,952 Added 56.49%	16,488 $680,000
Q3 2022 Oct 21, 2022	SELL	$1.55 - $45.53 $3,224 - $94,702	-2,080 Reduced 16.49%	10,536 $424,000
Q2 2022 Aug 02, 2022	SELL	$37.43 - $49.33 $44,391 - $58,505	-1,186 Reduced 8.59%	12,616 $494,000
Q1 2022 May 02, 2022	BUY	$45.81 - $59.06 $7,054 - $9,095	154 Added 1.13%	13,802 $669,000
Q4 2021 Feb 03, 2022	BUY	$45.31 - $52.0 $7,113 - $8,164	157 Added 1.16%	13,648 $655,000
Q3 2021 Nov 09, 2021	BUY	$42.32 - $51.15 $6,559 - $7,928	155 Added 1.16%	13,491 $626,000
Q2 2021 Aug 04, 2021	SELL	$39.48 - $47.9 $69,326 - $84,112	-1,756 Reduced 11.64%	13,336 $604,000
Q1 2021 Apr 28, 2021	BUY	$29.7 - $40.81 $44,550 - $61,215	1,500 Added 11.04%	15,092 $590,000
Q3 2020 Oct 28, 2020	BUY	$22.83 - $26.35 $142,459 - $164,424	6,240 Added 84.87%	13,592 $320,000
Q2 2020 Aug 05, 2020	BUY	$22.53 - $33.32 $63,286 - $93,595	2,809 Added 61.83%	7,352 $188,000
Q1 2020 Apr 29, 2020	BUY	$25.25 - $53.75 $78,350 - $166,786	3,103 Added 215.49%	4,543 $130,000
Q1 2019 Apr 23, 2019	BUY	$46.57 - $51.73 $13,412 - $14,898	288 Added 25.0%	1,440 $70,000
Q4 2018 Jan 28, 2019	SELL	$43.6 - $54.46 $110,874 - $138,491	-2,543 Reduced 68.82%	1,152 $53,000
Q3 2018 Nov 09, 2018	SELL	$52.56 - $59.19 $8,409 - $9,470	-160 Reduced 4.15%	3,695 $194,000
Q2 2018 Jul 26, 2018	SELL	$50.39 - $56.18 $9,019 - $10,056	-179 Reduced 4.44%	3,855 $214,000
Q1 2018 Apr 26, 2018	SELL	$50.98 - $65.93 $51,285 - $66,325	-1,006 Reduced 19.96%	4,034 $211,000
Q4 2017 Jan 31, 2018	SELL	$53.19 - $61.61 $90,157 - $104,428	-1,695 Reduced 25.17%	5,040 $306,000
Q3 2017 Oct 20, 2017	BUY	$49.58 - $55.15 $333,921 - $371,435	6,735	6,735 $371,000

Others Institutions Holding WFC

# of Institutions

2,548

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

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 $288B
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...

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Jfs Wealth Advisors, LLC Wells Fargo & Company Transaction History