Joel Isaacson & Co., LLC Wells Fargo & Company Transaction History

Joel Isaacson & Co., LLC

$2.17 Billion
Q1 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 46,844 shares of WFC stock, worth $3.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

46,844

Previous 45,477 3.01%

Holding current value

$3.45 Million

Previous $3.19 Million 5.26%

% of portfolio

0.15%

Previous 0.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$66.78 - $81.42 $91,288 - $111,301	1,367 Added 3.01%	46,844 $3.36 Million
Q4 2024 Jan 28, 2025	BUY	$54.98 - $77.35 $17,648 - $24,829	321 Added 0.71%	45,477 $3.19 Million
Q3 2024 Oct 23, 2024	BUY	$51.58 - $60.97 $16,144 - $19,083	313 Added 0.7%	45,156 $2.55 Million
Q2 2024 Jul 23, 2024	BUY	$56.41 - $62.34 $9,928 - $10,971	176 Added 0.39%	44,843 $2.66 Million
Q1 2024 Apr 29, 2024	BUY	$46.44 - $57.96 $579,803 - $723,630	12,485 Added 38.79%	44,667 $2.59 Million
Q4 2023 Jan 24, 2024	BUY	$38.67 - $50.51 $161,021 - $210,323	4,164 Added 14.86%	32,182 $1.58 Million
Q3 2023 Oct 23, 2023	BUY	$40.43 - $47.13 $16,616 - $19,370	411 Added 1.49%	28,018 $1.14 Million
Q2 2023 Jul 26, 2023	SELL	$36.72 - $42.68 $260,601 - $302,899	-7,097 Reduced 20.45%	27,607 $1.18 Million
Q1 2023 Apr 24, 2023	BUY	$36.23 - $48.5 $249,045 - $333,389	6,874 Added 24.7%	34,704 $1.3 Million
Q4 2022 Jan 27, 2023	BUY	$40.23 - $47.95 $80,460 - $95,900	2,000 Added 7.74%	27,830 $0
Q3 2022 Oct 13, 2022	BUY	$1.55 - $45.53 $474 - $13,932	306 Added 1.2%	25,830 $1.04 Million
Q2 2022 Jul 15, 2022	BUY	$37.43 - $49.33 $96,569 - $127,271	2,580 Added 11.24%	25,524 $1 Million
Q1 2022 Apr 21, 2022	SELL	$45.81 - $59.06 $45,764 - $59,000	-999 Reduced 4.17%	22,944 $1.08 Million
Q4 2021 Jan 19, 2022	SELL	$45.31 - $52.0 $362 - $416	-8 Reduced 0.03%	23,943 $1.15 Million
Q3 2021 Oct 21, 2021	BUY	$42.32 - $51.15 $486,680 - $588,225	11,500 Added 92.36%	23,951 $1.11 Million
Q2 2021 Jul 20, 2021	BUY	$39.48 - $47.9 $70,708 - $85,788	1,791 Added 16.8%	12,451 $564,000
Q1 2021 Apr 23, 2021	SELL	$29.7 - $40.81 $103,979 - $142,875	-3,501 Reduced 24.72%	10,660 $416,000
Q4 2020 Jan 22, 2021	BUY	$21.14 - $30.35 $930 - $1,335	44 Added 0.31%	14,161 $427,000
Q3 2020 Oct 14, 2020	SELL	$22.83 - $26.35 $68,147 - $78,654	-2,985 Reduced 17.45%	14,117 $332,000
Q2 2020 Jul 21, 2020	SELL	$22.53 - $33.32 $105,215 - $155,604	-4,670 Reduced 21.45%	17,102 $438,000
Q1 2020 Apr 21, 2020	SELL	$25.25 - $53.75 $731,795 - $1.56 Million	-28,982 Reduced 57.1%	21,772 $625,000
Q4 2019 Jan 24, 2020	BUY	$47.82 - $54.46 $47 - $54	1 Added 0.0%	50,754 $2.73 Million
Q3 2019 Oct 15, 2019	SELL	$43.38 - $50.71 $81,033 - $94,726	-1,868 Reduced 3.55%	50,753 $2.56 Million
Q2 2019 Jul 11, 2019	SELL	$44.37 - $49.17 $618,029 - $684,888	-13,929 Reduced 20.93%	52,621 $2.49 Million
Q1 2019 Apr 09, 2019	BUY	$46.57 - $51.73 $1.33 Million - $1.48 Million	28,560 Added 75.18%	66,550 $3.22 Million
Q4 2018 Jan 18, 2019	BUY	$43.6 - $54.46 $547,659 - $684,072	12,561 Added 49.4%	37,990 $1.82 Million
Q3 2018 Oct 19, 2018	BUY	$52.56 - $59.19 $6,254 - $7,043	119 Added 0.47%	25,429 $1.34 Million
Q2 2018 Aug 01, 2018	BUY	$50.39 - $56.18 $56,084 - $62,528	1,113 Added 4.6%	25,310 $1.4 Million
Q4 2017 Jan 30, 2018	SELL	$53.19 - $61.61 $54,253 - $62,842	-1,020 Reduced 4.04%	24,197 $1.47 Million
Q3 2017 Nov 02, 2017	BUY	$49.58 - $55.15 $1.25 Million - $1.39 Million	25,217	25,217 $1.39 Million

Others Institutions Holding WFC

# of Institutions

2,903

Shares Held

2.29B

Call Options Held

46.2M

Put Options Held

46.4M

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 $280B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Account

Joel Isaacson & Co., LLC Wells Fargo & Company Transaction History