Meridian Wealth Management, LLC Wells Fargo & Company Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 9,105 shares of WFC stock, worth $667,396. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,105

Previous 8,929 1.97%

Holding current value

$667,396

Previous $504,000 26.79%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$54.98 - $77.35 $9,676 - $13,613	176 Added 1.97%	9,105 $639,000
Q3 2024 Nov 12, 2024	BUY	$51.58 - $60.97 $460,557 - $544,401	8,929 New	8,929 $504,000
Q4 2023 Feb 08, 2024	SELL	$38.67 - $50.51 $36,852 - $48,136	-953 Reduced 6.06%	14,766 $726,000
Q3 2023 Oct 17, 2023	SELL	$40.43 - $47.13 $21,710 - $25,308	-537 Reduced 3.3%	15,719 $642,000
Q2 2023 Aug 02, 2023	SELL	$36.72 - $42.68 $25,263 - $29,363	-688 Reduced 4.06%	16,256 $693,000
Q1 2023 May 12, 2023	BUY	$36.23 - $48.5 $37,244 - $49,858	1,028 Added 6.46%	16,944 $633,000
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $160,638 - $191,464	3,993 Added 33.49%	15,916 $657,000
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $22,242 - $653,355	-14,350 Reduced 54.62%	11,923 $480,000
Q2 2022 Aug 05, 2022	BUY	$37.43 - $49.33 $589,223 - $776,552	15,742 Added 149.48%	26,273 $1.03 Million
Q1 2022 May 12, 2022	SELL	$45.81 - $59.06 $29,593 - $38,152	-646 Reduced 5.78%	10,531 $510,000
Q4 2021 Jan 27, 2022	SELL	$45.31 - $52.0 $108,562 - $124,592	-2,396 Reduced 17.65%	11,177 $536,000
Q3 2021 Oct 15, 2021	SELL	$42.32 - $51.15 $1,989 - $2,404	-47 Reduced 0.35%	13,573 $630,000
Q2 2021 Jul 22, 2021	BUY	$39.48 - $47.9 $28,583 - $34,679	724 Added 5.61%	13,620 $617,000
Q1 2021 May 07, 2021	BUY	$29.7 - $40.81 $99,613 - $136,876	3,354 Added 35.15%	12,896 $504,000
Q4 2020 Jan 19, 2021	SELL	$21.14 - $30.35 $9,005 - $12,929	-426 Reduced 4.27%	9,542 $287,000
Q3 2020 Oct 09, 2020	BUY	$22.83 - $26.35 $227,569 - $262,656	9,968 New	9,968 $234,000
Q3 2019 Nov 08, 2019	SELL	$43.38 - $50.71 $45,505 - $53,194	-1,049 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$44.37 - $49.17 $266 - $295	6 Added 0.58%	1,049 $496,000
Q1 2019 May 15, 2019	BUY	$46.57 - $51.73 $48,572 - $53,954	1,043 New	1,043 $504,000

Others Institutions Holding WFC

# of Institutions

2,855

Shares Held

2.31B

Call Options Held

67.4M

Put Options Held

55.1M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $278B
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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Meridian Wealth Management, LLC Wells Fargo & Company Transaction History