Monument Capital Management Wells Fargo & Company Transaction History

Monument Capital Management

$331 Million
Q2 2024

A detailed history of Monument Capital Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Monument Capital Management holds 9,902 shares of WFC stock, worth $544,411. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,902

Previous 9,866 0.36%

Holding current value

$544,411

Previous $571,000 2.98%

% of portfolio

0.18%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$56.41 - $62.34 $2,030 - $2,244	36 Added 0.36%	9,902 $588,000
Q1 2024 Apr 18, 2024	SELL	$46.44 - $57.96 $7,105 - $8,867	-153 Reduced 1.53%	9,866 $571,000
Q4 2023 Feb 01, 2024	SELL	$38.67 - $50.51 $1,121 - $1,464	-29 Reduced 0.29%	10,019 $493,000
Q3 2023 Oct 25, 2023	SELL	$40.43 - $47.13 $43,219 - $50,381	-1,069 Reduced 9.62%	10,048 $410,000
Q2 2023 Jul 18, 2023	BUY	$36.72 - $42.68 $157,602 - $183,182	4,292 Added 62.89%	11,117 $474,000
Q1 2023 Apr 21, 2023	SELL	$36.23 - $48.5 $114,124 - $152,775	-3,150 Reduced 31.58%	6,825 $255,000
Q4 2022 Jan 26, 2023	SELL	$40.23 - $47.95 $114,776 - $136,801	-2,853 Reduced 22.24%	9,975 $0
Q3 2022 Nov 07, 2022	BUY	$1.55 - $45.53 $7,112 - $208,937	4,589 Added 55.7%	12,828 $516,000
Q2 2022 Jul 20, 2022	SELL	$37.43 - $49.33 $200,624 - $264,408	-5,360 Reduced 39.41%	8,239 $323,000
Q1 2022 Apr 14, 2022	SELL	$45.81 - $59.06 $46,817 - $60,359	-1,022 Reduced 6.99%	13,599 $659,000
Q4 2021 Jan 18, 2022	BUY	$45.31 - $52.0 $39,646 - $45,500	875 Added 6.37%	14,621 $702,000
Q3 2021 Oct 22, 2021	BUY	$42.32 - $51.15 $360,651 - $435,900	8,522 Added 163.13%	13,746 $638,000
Q2 2021 Jul 27, 2021	BUY	$39.48 - $47.9 $206,243 - $250,229	5,224 New	5,224 $237,000
Q4 2018 Jan 15, 2019	SELL	$43.6 - $54.46 $3,880 - $4,846	-89 Closed	0 $0
Q3 2018 Oct 11, 2018	BUY	$52.56 - $59.19 $4,677 - $5,267	89 New	89 $5,000

Others Institutions Holding WFC

# of Institutions

2,488

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $209B
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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Monument Capital Management Wells Fargo & Company Transaction History