A detailed history of Lauterbach Financial Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 8,947 shares of WFC stock, worth $509,621. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,947
Previous 8,895 0.58%
Holding current value
$509,621
Previous $515,000 3.11%
% of portfolio
0.37%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$56.41 - $62.34 $2,933 - $3,241
52 Added 0.58%
8,947 $531,000
Q1 2024

May 08, 2024

BUY
$46.44 - $57.96 $37,569 - $46,889
809 Added 10.0%
8,895 $515,000
Q4 2023

Jan 18, 2024

SELL
$38.67 - $50.51 $86,968 - $113,596
-2,249 Reduced 21.76%
8,086 $397,000
Q3 2023

Oct 30, 2023

BUY
$40.43 - $47.13 $2,587 - $3,016
64 Added 0.62%
10,335 $422,000
Q2 2023

Aug 02, 2023

BUY
$36.72 - $42.68 $1,982 - $2,304
54 Added 0.53%
10,271 $438,000
Q1 2023

May 01, 2023

BUY
$36.23 - $48.5 $1,775 - $2,376
49 Added 0.48%
10,217 $381,000
Q4 2022

Jan 26, 2023

BUY
$40.23 - $47.95 $1,971 - $2,349
49 Added 0.48%
10,168 $0
Q3 2022

Oct 28, 2022

BUY
$1.55 - $45.53 $75 - $2,230
49 Added 0.49%
10,119 $407,000
Q2 2022

Jul 29, 2022

BUY
$37.43 - $49.33 $449 - $591
12 Added 0.12%
10,070 $394,000
Q1 2022

May 11, 2022

SELL
$45.81 - $59.06 $24,691 - $31,833
-539 Reduced 5.09%
10,058 $487,000
Q4 2021

Feb 08, 2022

BUY
$45.31 - $52.0 $480,150 - $551,044
10,597 New
10,597 $508,000

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 $216B
  • 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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