A detailed history of Naviter Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Naviter Wealth, LLC holds 41,731 shares of WFC stock, worth $3.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
41,731
Previous 42,113 0.91%
Holding current value
$3.1 Million
Previous $2.5 Million 5.8%
% of portfolio
0.33%
Previous 0.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$51.58 - $60.97 $19,703 - $23,290
-382 Reduced 0.91%
41,731 $2.36 Million
Q2 2024

Aug 01, 2024

BUY
$56.41 - $62.34 $29,276 - $32,354
519 Added 1.25%
42,113 $2.5 Million
Q1 2024

Apr 18, 2024

SELL
$46.44 - $57.96 $83,592 - $104,328
-1,800 Reduced 4.15%
41,594 $2.41 Million
Q4 2023

Feb 05, 2024

BUY
$38.67 - $50.51 $242,151 - $316,293
6,262 Added 16.86%
43,394 $2.14 Million
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $57,248 - $66,736
1,416 Added 3.96%
37,132 $1.52 Million
Q2 2023

Jul 20, 2023

BUY
$36.72 - $42.68 $119,854 - $139,307
3,264 Added 10.06%
35,716 $1.52 Million
Q1 2023

Apr 12, 2023

BUY
$36.23 - $48.5 $29,636 - $39,673
818 Added 2.59%
32,452 $1.21 Million
Q4 2022

Jan 31, 2023

BUY
$40.23 - $47.95 $143,379 - $170,893
3,564 Added 12.7%
31,634 $1.31 Million
Q3 2022

Oct 27, 2022

BUY
$1.55 - $45.53 $1,365 - $40,111
881 Added 3.24%
28,070 $1.13 Million
Q2 2022

Jul 18, 2022

BUY
$37.43 - $49.33 $1.02 Million - $1.34 Million
27,189 New
27,189 $1.07 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $282B
  • 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
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