A detailed history of Octavia Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,397 shares of WFC stock, worth $325,773. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,397
Previous 4,643 5.3%
Holding current value
$325,773
Previous $275,000 9.82%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 10, 2024

SELL
$51.58 - $60.97 $12,688 - $14,998
-246 Reduced 5.3%
4,397 $248,000
Q2 2024

Aug 01, 2024

BUY
$56.41 - $62.34 $4,005 - $4,426
71 Added 1.55%
4,643 $275,000
Q1 2024

Apr 15, 2024

SELL
$46.44 - $57.96 $4,783 - $5,969
-103 Reduced 2.2%
4,572 $264,000
Q4 2023

Jan 30, 2024

BUY
$38.67 - $50.51 $180,782 - $236,134
4,675 New
4,675 $230,000
Q2 2022

Jul 18, 2022

SELL
$37.43 - $49.33 $196,470 - $258,933
-5,249 Closed
0 $0
Q1 2022

Apr 20, 2022

SELL
$45.81 - $59.06 $4,535 - $5,846
-99 Reduced 1.85%
5,249 $254,000
Q4 2021

Jan 28, 2022

SELL
$45.31 - $52.0 $407 - $468
-9 Reduced 0.17%
5,348 $257,000
Q3 2021

Nov 12, 2021

BUY
$42.32 - $51.15 $226,708 - $274,010
5,357 New
5,357 $250,000
Q2 2021

Jul 26, 2021

SELL
$39.48 - $47.9 $307,272 - $372,805
-7,783 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$29.7 - $40.81 $32,699 - $44,931
1,101 Added 16.48%
7,783 $304,000
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $141,257 - $202,798
6,682 New
6,682 $202,000

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 $281B
  • 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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