Loring Wolcott & Coolidge Fiduciary Advisors LLP Wells Fargo & Company Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Wells Fargo & Company stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 4,926 shares of WFC stock, worth $374,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,926

Previous 4,926 -0.0%

Holding current value

$374,178

Previous $292,000 4.79%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$46.44 - $57.96 $79,412 - $99,111	-1,710 Reduced 25.77%	4,926 $285,000
Q4 2023 Feb 01, 2024	SELL	$38.67 - $50.51 $19,141 - $25,002	-495 Reduced 6.94%	6,636 $326,000
Q3 2023 Nov 03, 2023	SELL	$40.43 - $47.13 $243,226 - $283,534	-6,016 Reduced 45.76%	7,131 $291,000
Q1 2023 May 02, 2023	SELL	$36.23 - $48.5 $341,250 - $456,821	-9,419 Reduced 41.74%	13,147 $491,000
Q3 2022 Oct 25, 2022	SELL	$1.55 - $45.53 $905 - $26,589	-584 Reduced 2.52%	22,566 $908,000
Q2 2022 Jul 26, 2022	BUY	$37.43 - $49.33 $898 - $1,183	24 Added 0.1%	23,150 $907,000
Q1 2022 Apr 13, 2022	SELL	$45.81 - $59.06 $42,786 - $55,162	-934 Reduced 3.88%	23,126 $1.12 Million
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $49,886 - $57,252	-1,101 Reduced 4.38%	24,060 $1.15 Million
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $840,940 - $1.02 Million	-19,871 Reduced 44.13%	25,161 $1.17 Million
Q2 2021 Aug 13, 2021	SELL	$39.48 - $47.9 $46,073 - $55,899	-1,167 Reduced 2.53%	45,032 $2.04 Million
Q1 2021 Apr 14, 2021	BUY	$29.7 - $40.81 $84,823 - $116,553	2,856 Added 6.59%	46,199 $1.81 Million
Q4 2020 Jan 14, 2021	BUY	$21.14 - $30.35 $29,194 - $41,913	1,381 Added 3.29%	43,343 $1.31 Million
Q3 2020 Oct 15, 2020	SELL	$22.83 - $26.35 $137,299 - $158,468	-6,014 Reduced 12.54%	41,962 $987,000
Q2 2020 Jul 30, 2020	SELL	$22.53 - $33.32 $7,006 - $10,362	-311 Reduced 0.64%	47,976 $1.23 Million
Q1 2020 Apr 15, 2020	SELL	$25.25 - $53.75 $7,827 - $16,662	-310 Reduced 0.64%	48,287 $1.39 Million
Q4 2019 Jan 22, 2020	BUY	$47.82 - $54.46 $177,842 - $202,536	3,719 Added 8.29%	48,597 $2.62 Million
Q3 2019 Nov 05, 2019	SELL	$43.38 - $50.71 $34,530 - $40,365	-796 Reduced 1.74%	44,878 $2.26 Million
Q2 2019 Aug 09, 2019	SELL	$44.37 - $49.17 $1,863 - $2,065	-42 Reduced 0.09%	45,674 $2.16 Million
Q1 2019 Apr 08, 2019	SELL	$46.57 - $51.73 $416,615 - $462,776	-8,946 Reduced 16.37%	45,716 $2.21 Million
Q4 2018 Feb 13, 2019	SELL	$43.6 - $54.46 $13,080 - $16,338	-300 Reduced 0.55%	54,662 $2.52 Million
Q3 2018 Oct 31, 2018	SELL	$52.56 - $59.19 $12,614 - $14,205	-240 Reduced 0.43%	54,962 $2.89 Million
Q1 2018 Apr 20, 2018	SELL	$50.98 - $65.93 $28,548 - $36,920	-560 Reduced 1.0%	55,202 $2.89 Million
Q4 2017 Feb 08, 2018	SELL	$53.19 - $61.61 $86,380 - $100,054	-1,624 Reduced 2.83%	55,762 $3.38 Million
Q3 2017 Oct 27, 2017	SELL	$49.58 - $55.15 $524,605 - $583,542	-10,581 Reduced 15.57%	57,386 $3.17 Million
Q2 2017 Aug 07, 2017	BUY	N/A	67,967	67,967 $0

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...

More about WFC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account

Loring Wolcott & Coolidge Fiduciary Advisors LLP Wells Fargo & Company Transaction History