A detailed history of Optas, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Optas, LLC holds 5,107 shares of WFC stock, worth $361,626. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,107
Previous 5,376 5.0%
Holding current value
$361,626
Previous $319,000 9.72%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 29, 2024

SELL
$51.58 - $60.97 $13,875 - $16,400
-269 Reduced 5.0%
5,107 $288,000
Q2 2024

Jul 25, 2024

BUY
$56.41 - $62.34 $26,287 - $29,050
466 Added 9.49%
5,376 $319,000
Q1 2024

Apr 17, 2024

BUY
$46.44 - $57.96 $3,854 - $4,810
83 Added 1.72%
4,910 $284,000
Q4 2023

Jan 25, 2024

BUY
$38.67 - $50.51 $186,660 - $243,811
4,827 New
4,827 $237,000
Q2 2022

Aug 01, 2022

SELL
$37.43 - $49.33 $310,444 - $409,143
-8,294 Closed
0 $0
Q1 2022

Apr 26, 2022

SELL
$45.81 - $59.06 $15,392 - $19,844
-336 Reduced 3.89%
8,294 $401,000
Q4 2021

Jan 26, 2022

SELL
$45.31 - $52.0 $178,476 - $204,828
-3,939 Reduced 31.34%
8,630 $414,000
Q3 2021

Oct 14, 2021

SELL
$42.32 - $51.15 $12,018 - $14,526
-284 Reduced 2.21%
12,569 $583,000
Q2 2021

Jul 27, 2021

BUY
$39.48 - $47.9 $219,035 - $265,749
5,548 Added 75.95%
12,853 $582,000
Q1 2021

Apr 19, 2021

BUY
$29.7 - $40.81 $216,958 - $298,117
7,305 New
7,305 $285,000

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 $269B
  • 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
Track This Portfolio

Track Optas, LLC Portfolio

Follow Optas, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optas, LLC with notifications on news.