Lynch & Associates Wells Fargo & Company Transaction History

Lynch & Associates

$456 Million
Q4 2024

A detailed history of Lynch & Associates transactions in Wells Fargo & Company stock. As of the latest transaction made, Lynch & Associates holds 6,606 shares of WFC stock, worth $468,035. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,606

Previous 7,253 8.92%

Holding current value

$468,035

Previous $409,000 13.45%

% of portfolio

0.1%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$54.98 - $77.35 $35,572 - $50,045	-647 Reduced 8.92%	6,606 $464,000
Q1 2024 Apr 09, 2024	SELL	$46.44 - $57.96 $1,161 - $1,449	-25 Reduced 0.34%	7,253 $420,000
Q4 2023 Jan 08, 2024	SELL	$38.67 - $50.51 $6,999 - $9,142	-181 Reduced 2.43%	7,278 $358,000
Q3 2023 Oct 24, 2023	BUY	$40.43 - $47.13 $13,503 - $15,741	334 Added 4.69%	7,459 $304,000
Q1 2023 Apr 04, 2023	SELL	$36.23 - $48.5 $1,412 - $1,891	-39 Reduced 0.54%	7,125 $266,000
Q4 2022 Oct 24, 2023	SELL	$40.23 - $47.95 $11,867 - $14,145	-295 Reduced 3.95%	7,164 $295,000
Q4 2021 Jan 11, 2022	SELL	$45.31 - $52.0 $121,204 - $139,100	-2,675 Reduced 27.19%	7,164 $344,000
Q3 2021 Oct 12, 2021	SELL	$42.32 - $51.15 $12,907 - $15,600	-305 Reduced 3.01%	9,839 $457,000
Q2 2021 Jul 21, 2021	SELL	$39.48 - $47.9 $24,161 - $29,314	-612 Reduced 5.69%	10,144 $459,000
Q1 2021 Apr 09, 2021	BUY	$29.7 - $40.81 $29 - $40	1 Added 0.01%	10,756 $420,000
Q4 2020 Jan 20, 2021	SELL	$21.14 - $30.35 $11,627 - $16,692	-550 Reduced 4.87%	10,755 $325,000
Q3 2020 Oct 21, 2020	SELL	$22.83 - $26.35 $2.82 Million - $3.26 Million	-123,604 Reduced 91.62%	11,305 $266,000
Q2 2020 Jul 20, 2020	SELL	$22.53 - $33.32 $656,681 - $971,178	-29,147 Reduced 17.77%	134,909 $3.45 Million
Q1 2020 Apr 28, 2020	BUY	$25.25 - $53.75 $926,447 - $1.97 Million	36,691 Added 28.81%	164,056 $4.71 Million
Q4 2019 Jan 10, 2020	BUY	$47.82 - $54.46 $231,209 - $263,314	4,835 Added 3.95%	127,365 $6.85 Million
Q3 2019 Oct 03, 2019	BUY	$43.38 - $50.71 $241,973 - $282,860	5,578 Added 4.77%	122,530 $6.18 Million
Q2 2019 Jul 19, 2019	SELL	$44.37 - $49.17 $278,333 - $308,443	-6,273 Reduced 5.09%	116,952 $5.53 Million
Q1 2019 Apr 25, 2019	SELL	$46.57 - $51.73 $84,757 - $94,148	-1,820 Reduced 1.46%	123,225 $5.95 Million
Q4 2018 Jan 10, 2019	SELL	$43.6 - $54.46 $574,517 - $717,619	-13,177 Reduced 9.53%	125,045 $5.76 Million
Q3 2018 Oct 05, 2018	BUY	$52.56 - $59.19 $313,835 - $353,423	5,971 Added 4.51%	138,222 $7.27 Million
Q2 2018 Jul 09, 2018	BUY	$50.39 - $56.18 $446,656 - $497,979	8,864 Added 7.18%	132,251 $7.33 Million
Q1 2018 Apr 06, 2018	SELL	$50.98 - $65.93 $14,172 - $18,328	-278 Reduced 0.22%	123,387 $6.47 Million
Q4 2017 Jan 04, 2018	BUY	$53.19 - $61.61 $145,740 - $168,811	2,740 Added 2.27%	123,665 $7.5 Million
Q3 2017 Oct 18, 2017	BUY	$49.58 - $55.15 $6 Million - $6.67 Million	120,925	120,925 $6.67 Million

Others Institutions Holding WFC

# of Institutions

2,859

Shares Held

2.31B

Call Options Held

67.4M

Put Options Held

55.1M

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 $269B
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 Lynch & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Lynch & Associates with notifications on news.

Account

Lynch & Associates Wells Fargo & Company Transaction History