Lantz Financial LLC Wells Fargo & Company Transaction History

Lantz Financial LLC

$351 Million
Q3 2024

A detailed history of Lantz Financial LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Lantz Financial LLC holds 15,732 shares of WFC stock, worth $1.21 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,732

Previous 15,642 0.58%

Holding current value

$1.21 Million

Previous $928,000 4.31%

% of portfolio

0.25%

Previous 0.3%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$51.58 - $60.97 $4,642 - $5,487	90 Added 0.58%	15,732 $888,000
Q2 2024 Jul 10, 2024	SELL	$56.41 - $62.34 $33,789 - $37,341	-599 Reduced 3.69%	15,642 $928,000
Q1 2024 Apr 10, 2024	SELL	$46.44 - $57.96 $10,634 - $13,272	-229 Reduced 1.39%	16,241 $941,000
Q4 2023 Jan 12, 2024	BUY	$38.67 - $50.51 $3,750 - $4,899	97 Added 0.59%	16,470 $810,000
Q3 2023 Oct 20, 2023	SELL	$40.43 - $47.13 $4,447 - $5,184	-110 Reduced 0.67%	16,373 $669,000
Q2 2023 Jul 12, 2023	BUY	$36.72 - $42.68 $33,341 - $38,753	908 Added 5.83%	16,483 $703,000
Q1 2023 Apr 10, 2023	SELL	$36.23 - $48.5 $21,520 - $28,809	-594 Reduced 3.67%	15,575 $582,000
Q4 2022 Jan 23, 2023	SELL	$40.23 - $47.95 $40,873 - $48,717	-1,016 Reduced 5.91%	16,169 $0
Q3 2022 Oct 17, 2022	BUY	$1.55 - $45.53 $257 - $7,557	166 Added 0.98%	17,185 $691,000
Q2 2022 Jul 29, 2022	BUY	$37.43 - $49.33 $449 - $591	12 Added 0.07%	17,019 $667,000
Q1 2022 May 05, 2022	BUY	$45.81 - $59.06 $25,653 - $33,073	560 Added 3.4%	17,007 $824,000
Q4 2021 Jan 19, 2022	BUY	$45.31 - $52.0 $90,620 - $104,000	2,000 Added 13.84%	16,447 $789,000
Q3 2021 Oct 14, 2021	SELL	$42.32 - $51.15 $6,601 - $7,979	-156 Reduced 1.07%	14,447 $670,000
Q2 2021 Jul 16, 2021	BUY	$39.48 - $47.9 $47,375 - $57,480	1,200 Added 8.95%	14,603 $661,000
Q1 2021 Apr 19, 2021	BUY	$29.7 - $40.81 $534 - $734	18 Added 0.13%	13,403 $524,000
Q4 2020 Jan 19, 2021	SELL	$21.14 - $30.35 $13,994 - $20,091	-662 Reduced 4.71%	13,385 $404,000
Q3 2020 Oct 09, 2020	SELL	$22.83 - $26.35 $117,894 - $136,071	-5,164 Reduced 26.88%	14,047 $330,000
Q2 2020 Jul 22, 2020	SELL	$22.53 - $33.32 $40,441 - $59,809	-1,795 Reduced 8.55%	19,211 $492,000
Q1 2020 Apr 10, 2020	BUY	$25.25 - $53.75 $51,939 - $110,563	2,057 Added 10.86%	21,006 $603,000
Q4 2019 Jan 17, 2020	SELL	$47.82 - $54.46 $28,213 - $32,131	-590 Reduced 3.02%	18,949 $1.02 Million
Q3 2019 Oct 18, 2019	BUY	$43.38 - $50.71 $160,375 - $187,474	3,697 Added 23.34%	19,539 $947,000
Q2 2019 Jul 15, 2019	BUY	$44.37 - $49.17 $8,385 - $9,293	189 Added 1.21%	15,842 $748,000
Q1 2019 Apr 22, 2019	BUY	$46.57 - $51.73 $728,960 - $809,729	15,653 New	15,653 $756,000

Others Institutions Holding WFC

# of Institutions

2,503

Shares Held

2.27B

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 $293B
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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Lantz Financial LLC Wells Fargo & Company Transaction History