Legacy Financial Advisors, Inc. Wells Fargo & Company Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 12,702 shares of WFC stock, worth $964,843. This represents 0.14% of its overall portfolio holdings.

Number of Shares

12,702

Previous 15,227 16.58%

Holding current value

$964,843

Previous $904,000 20.69%

% of portfolio

0.14%

Previous 0.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$51.58 - $60.97 $130,239 - $153,949	-2,525 Reduced 16.58%	12,702 $717,000
Q2 2024 Aug 13, 2024	BUY	$56.41 - $62.34 $59,174 - $65,394	1,049 Added 7.4%	15,227 $904,000
Q1 2024 May 14, 2024	BUY	$46.44 - $57.96 $133,189 - $166,229	2,868 Added 25.36%	14,178 $821,000
Q4 2023 Feb 06, 2024	SELL	$38.67 - $50.51 $15,777 - $20,608	-408 Reduced 3.48%	11,310 $556,000
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $100,185 - $116,788	2,478 Added 26.82%	11,718 $478,000
Q2 2023 Aug 08, 2023	BUY	$36.72 - $42.68 $56,144 - $65,257	1,529 Added 19.83%	9,240 $394,000
Q1 2023 May 03, 2023	BUY	$36.23 - $48.5 $19,238 - $25,753	531 Added 7.4%	7,711 $288,000
Q4 2022 Feb 06, 2023	SELL	$40.23 - $47.95 $28,683 - $34,188	-713 Reduced 9.03%	7,180 $296,000
Q3 2022 Nov 09, 2022	BUY	$1.55 - $45.53 $2,562 - $75,261	1,653 Added 26.49%	7,893 $317,000
Q2 2022 Aug 08, 2022	SELL	$37.43 - $49.33 $42,333 - $55,792	-1,131 Reduced 15.34%	6,240 $244,000
Q1 2022 May 04, 2022	BUY	$45.81 - $59.06 $30,875 - $39,806	674 Added 10.06%	7,371 $357,000
Q4 2021 Feb 04, 2022	BUY	$45.31 - $52.0 $3,896 - $4,472	86 Added 1.3%	6,697 $321,000
Q3 2021 Oct 26, 2021	BUY	$42.32 - $51.15 $30,047 - $36,316	710 Added 12.03%	6,611 $307,000
Q2 2021 Jul 21, 2021	BUY	$39.48 - $47.9 $11,409 - $13,843	289 Added 5.15%	5,901 $267,000
Q1 2021 Apr 28, 2021	BUY	$29.7 - $40.81 $166,676 - $229,025	5,612 New	5,612 $219,000
Q1 2020 May 12, 2020	SELL	$25.25 - $53.75 $104,055 - $221,503	-4,121 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$47.82 - $54.46 $40,455 - $46,073	-846 Reduced 17.03%	4,121 $222,000
Q3 2019 Nov 07, 2019	BUY	$43.38 - $50.71 $1,605 - $1,876	37 Added 0.75%	4,967 $251,000
Q2 2019 Aug 07, 2019	SELL	$44.37 - $49.17 $36,516 - $40,466	-823 Reduced 14.31%	4,930 $233,000
Q1 2019 May 14, 2019	BUY	$46.57 - $51.73 $78,377 - $87,061	1,683 Added 41.35%	5,753 $278,000
Q4 2018 Jan 16, 2019	SELL	$43.6 - $54.46 $112,226 - $140,180	-2,574 Reduced 38.74%	4,070 $188,000
Q3 2018 Oct 30, 2018	SELL	$52.56 - $59.19 $52,244 - $58,834	-994 Reduced 13.01%	6,644 $349,000
Q2 2018 Jul 17, 2018	SELL	$50.39 - $56.18 $17,283 - $19,269	-343 Reduced 4.3%	7,638 $423,000
Q1 2018 Apr 12, 2018	BUY	$50.98 - $65.93 $204,582 - $264,577	4,013 Added 101.13%	7,981 $419,000
Q4 2017 Feb 09, 2018	BUY	$53.19 - $61.61 $211,057 - $244,468	3,968	3,968 $240,000

Others Institutions Holding WFC

# of Institutions

2,502

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 $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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Legacy Financial Advisors, Inc. Wells Fargo & Company Transaction History