Marino, Stram & Associates LLC Wells Fargo & Company Transaction History

Marino, Stram & Associates LLC

$420 Million
Q1 2024

A detailed history of Marino, Stram & Associates LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 4,972 shares of WFC stock, worth $296,927. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,972

Previous 5,008 0.72%

Holding current value

$296,927

Previous $246,000 17.07%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$46.44 - $57.96 $1,671 - $2,086	-36 Reduced 0.72%	4,972 $288,000
Q4 2023 Jan 30, 2024	SELL	$38.67 - $50.51 $928 - $1,212	-24 Reduced 0.48%	5,008 $246,000
Q3 2023 Oct 30, 2023	BUY	$40.43 - $47.13 $1,778 - $2,073	44 Added 0.88%	5,032 $205,000
Q2 2023 Jul 20, 2023	BUY	$36.72 - $42.68 $183,159 - $212,887	4,988 New	4,988 $212,000
Q3 2021 Oct 14, 2021	SELL	$42.32 - $51.15 $493,324 - $596,255	-11,657 Closed	0 $0

Q2 2021 Jul 22, 2021	BUY	$39.48 - $47.9 $460,218 - $558,370	11,657 New	11,657 $527,000
Q3 2020 Oct 22, 2020	SELL	$22.83 - $26.35 $178,119 - $205,582	-7,802 Closed	0 $0
Q2 2020 Jul 20, 2020	SELL	$22.53 - $33.32 $117,448 - $173,697	-5,213 Reduced 40.05%	7,802 $200,000
Q1 2020 May 05, 2020	BUY	$25.25 - $53.75 $37,925 - $80,732	1,502 Added 13.05%	13,015 $374,000
Q4 2019 Jan 31, 2020	BUY	$47.82 - $54.46 $7,220 - $8,223	151 Added 1.33%	11,513 $619,000
Q3 2019 Oct 15, 2019	SELL	$43.38 - $50.71 $12,536 - $14,655	-289 Reduced 2.48%	11,362 $573,000
Q2 2019 Jul 19, 2019	BUY	$44.37 - $49.17 $50,093 - $55,512	1,129 Added 10.73%	11,651 $551,000
Q1 2019 May 14, 2019	BUY	$46.57 - $51.73 $40,702 - $45,212	874 Added 9.06%	10,522 $508,000
Q4 2018 Feb 14, 2019	SELL	$43.6 - $54.46 $107,474 - $134,243	-2,465 Reduced 20.35%	9,648 $445,000
Q3 2018 Nov 14, 2018	SELL	$52.56 - $59.19 $134,501 - $151,467	-2,559 Reduced 17.44%	12,113 $628,000
Q2 2018 Aug 14, 2018	SELL	$50.39 - $56.18 $176,516 - $196,798	-3,503 Reduced 19.27%	14,672 $802,000
Q1 2018 May 15, 2018	SELL	$50.98 - $65.93 $33,748 - $43,645	-662 Reduced 3.51%	18,175 $953,000
Q4 2017 Mar 09, 2018	BUY	$53.19 - $61.61 $1 Million - $1.16 Million	18,837	18,837 $1.14 Million

Others Institutions Holding WFC

# of Institutions

2,398

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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 $227B
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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Marino, Stram & Associates LLC Wells Fargo & Company Transaction History