Leonard Rickey Investment Advisors P.L.L.C. Wells Fargo & Company Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$494 Million
Q2 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Wells Fargo & Company stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 6,758 shares of WFC stock, worth $526,853. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,758

Previous 6,452 4.74%

Holding current value

$526,853

Previous $463,000 16.85%

% of portfolio

0.11%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$60.98 - $80.12 $18,659 - $24,516	306 Added 4.74%	6,758 $541,000
Q1 2025 Apr 15, 2025	BUY	$66.78 - $81.42 $28,448 - $34,684	426 Added 7.07%	6,452 $463,000
Q4 2024 Jan 16, 2025	SELL	$54.98 - $77.35 $6,377 - $8,972	-116 Reduced 1.89%	6,026 $423,000
Q3 2024 Oct 15, 2024	SELL	$51.58 - $60.97 $11,760 - $13,901	-228 Reduced 3.58%	6,142 $346,000
Q2 2024 Jul 24, 2024	BUY	$56.41 - $62.34 $66,902 - $73,935	1,186 Added 22.88%	6,370 $378,000
Q1 2024 Apr 18, 2024	BUY	$46.44 - $57.96 $36,734 - $45,846	791 Added 18.01%	5,184 $300,000
Q4 2023 Jan 23, 2024	BUY	$38.67 - $50.51 $169,877 - $221,890	4,393 New	4,393 $216,000
Q2 2022 Jul 25, 2022	SELL	$37.43 - $49.33 $184,829 - $243,591	-4,938 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$45.81 - $59.06 $14,384 - $18,544	314 Added 6.79%	4,938 $239,000
Q4 2021 Feb 01, 2022	BUY	$45.31 - $52.0 $209,513 - $240,448	4,624 New	4,624 $222,000
Q1 2020 Apr 28, 2020	SELL	$25.25 - $53.75 $105,696 - $224,997	-4,186 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$47.82 - $54.46 $7,029 - $8,005	147 Added 3.64%	4,186 $225,000
Q3 2019 Oct 17, 2019	SELL	$43.38 - $50.71 $9,283 - $10,851	-214 Reduced 5.03%	4,039 $204,000
Q2 2019 Jul 10, 2019	BUY	$44.37 - $49.17 $188,705 - $209,120	4,253 New	4,253 $201,000
Q3 2018 Oct 23, 2018	SELL	$52.56 - $59.19 $193,105 - $217,464	-3,674 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	$50.39 - $56.18 $185,132 - $206,405	3,674 New	3,674 $204,000
Q1 2018 Apr 25, 2018	SELL	$50.98 - $65.93 $187,912 - $243,017	-3,686 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$53.19 - $61.61 $196,058 - $227,094	3,686	3,686 $224,000

Others Institutions Holding WFC

# of Institutions

2,973

Shares Held

2.29B

Call Options Held

46.6M

Put Options Held

46.8M

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 $296B
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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Leonard Rickey Investment Advisors P.L.L.C. Wells Fargo & Company Transaction History