A detailed history of Lake Street Advisors Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 24,279 shares of WFC stock, worth $1.84 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,279
Previous 25,167 3.53%
Holding current value
$1.84 Million
Previous $1.49 Million 8.3%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 23, 2024

SELL
$51.58 - $60.97 $45,803 - $54,141
-888 Reduced 3.53%
24,279 $1.37 Million
Q2 2024

Aug 05, 2024

BUY
$56.41 - $62.34 $13,876 - $15,335
246 Added 0.99%
25,167 $1.49 Million
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $575,577 - $718,356
12,394 Added 98.94%
24,921 $1.44 Million
Q4 2023

May 30, 2024

SELL
$38.67 - $50.51 $109,320 - $142,791
-2,827 Reduced 11.34%
22,094 $1.09 Million
Q4 2023

Feb 13, 2024

SELL
$38.67 - $50.51 $426,723 - $557,377
-11,035 Reduced 46.83%
12,527 $616,000
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $54,095 - $63,059
1,338 Added 6.02%
23,562 $962,000
Q2 2023

Aug 10, 2023

BUY
$36.72 - $42.68 $95,398 - $110,882
2,598 Added 13.24%
22,224 $949,000
Q1 2023

May 15, 2023

SELL
$36.23 - $48.5 $53,620 - $71,780
-1,480 Reduced 7.01%
19,626 $734,000
Q4 2022

Feb 13, 2023

SELL
$40.23 - $47.95 $153,356 - $182,785
-3,812 Reduced 15.3%
21,106 $872,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $2,329 - $68,431
1,503 Added 6.42%
24,918 $1 Million
Q2 2022

Aug 02, 2022

SELL
$37.43 - $49.33 $35,633 - $46,962
-952 Reduced 3.91%
23,415 $917,000
Q1 2022

May 11, 2022

BUY
$45.81 - $59.06 $112,326 - $144,815
2,452 Added 11.19%
24,367 $1.18 Million
Q4 2021

Feb 15, 2022

BUY
$45.31 - $52.0 $992,968 - $1.14 Million
21,915 New
21,915 $1.05 Million
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $367,379 - $444,033
-8,681 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $31,149 - $37,793
789 Added 10.0%
8,681 $444,000
Q1 2021

May 14, 2021

SELL
$29.7 - $40.81 $184,437 - $253,430
-6,210 Reduced 44.04%
7,892 $308,000
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $74,159 - $106,467
3,508 Added 33.11%
14,102 $426,000
Q3 2020

Nov 13, 2020

SELL
$22.83 - $26.35 $84,836 - $97,916
-3,716 Reduced 25.97%
10,594 $249,000
Q2 2020

Aug 13, 2020

BUY
$22.53 - $33.32 $65,967 - $97,560
2,928 Added 25.72%
14,310 $366,000
Q1 2020

May 14, 2020

SELL
$25.25 - $53.75 $119,988 - $255,420
-4,752 Reduced 29.45%
11,382 $327,000
Q4 2019

Feb 12, 2020

BUY
$47.82 - $54.46 $15,254 - $17,372
319 Added 2.02%
16,134 $868,000
Q3 2019

Nov 14, 2019

BUY
$43.38 - $50.71 $37,827 - $44,219
872 Added 5.84%
15,815 $703,000
Q2 2019

Aug 14, 2019

BUY
$44.37 - $49.17 $43,793 - $48,530
987 Added 7.07%
14,943 $707,000
Q1 2019

May 15, 2019

BUY
$46.57 - $51.73 $12,899 - $14,329
277 Added 2.03%
13,956 $674,000
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $23,108 - $28,863
-530 Reduced 3.73%
13,679 $630,000
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $439,138 - $494,532
-8,355 Reduced 37.03%
14,209 $747,000
Q2 2018

Aug 15, 2018

SELL
$50.39 - $56.18 $24,741 - $27,584
-491 Reduced 2.13%
22,564 $1.25 Million
Q1 2018

May 14, 2018

BUY
$50.98 - $65.93 $15,039 - $19,449
295 Added 1.3%
23,055 $1.21 Million
Q4 2017

Feb 15, 2018

BUY
$53.19 - $61.61 $1.21 Million - $1.4 Million
22,760
22,760 $1.38 Million

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 $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...
More about WFC
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