Optimum Investment Advisors Wells Fargo & Company Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Optimum Investment Advisors holds 1,076 shares of WFC stock, worth $81,732. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,076

Previous 1,276 15.67%

Holding current value

$81,732

Previous $75,000 20.0%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$51.58 - $60.97 $10,316 - $12,194	-200 Reduced 15.67%	1,076 $60,000
Q4 2023 Jan 08, 2024	SELL	$38.67 - $50.51 $116 - $151	-3 Reduced 0.23%	1,276 $62,000
Q3 2023 Oct 13, 2023	BUY	$40.43 - $47.13 $121 - $141	3 Added 0.24%	1,279 $52,000
Q1 2023 May 03, 2023	SELL	$36.23 - $48.5 $8,224 - $11,009	-227 Reduced 15.1%	1,276 $47,000
Q4 2022 Jan 05, 2023	SELL	$40.23 - $47.95 $40,230 - $47,950	-1,000 Reduced 39.95%	1,503 $0
Q3 2022 Oct 24, 2022	SELL	$1.55 - $45.53 $423 - $12,429	-273 Reduced 9.83%	2,503 $101,000
Q1 2022 Apr 08, 2022	SELL	$45.81 - $59.06 $9,162 - $11,812	-200 Reduced 6.72%	2,776 $135,000
Q3 2021 Oct 22, 2021	SELL	$42.32 - $51.15 $21,160 - $25,575	-500 Reduced 14.38%	2,976 $138,000
Q1 2021 Apr 15, 2021	BUY	$29.7 - $40.81 $11,880 - $16,324	400 Added 13.0%	3,476 $136,000
Q4 2020 Jan 21, 2021	SELL	$21.14 - $30.35 $78,429 - $112,598	-3,710 Reduced 54.67%	3,076 $93,000
Q3 2020 Oct 06, 2020	SELL	$22.83 - $26.35 $103,716 - $119,708	-4,543 Reduced 40.1%	6,786 $160,000
Q2 2020 Jul 16, 2020	SELL	$22.53 - $33.32 $9,057 - $13,394	-402 Reduced 3.43%	11,329 $290,000
Q1 2020 Apr 21, 2020	BUY	$25.25 - $53.75 $21,513 - $45,795	852 Added 7.83%	11,731 $337,000
Q3 2019 Oct 17, 2019	BUY	$43.38 - $50.71 $7,331 - $8,569	169 Added 1.58%	10,879 $549,000
Q2 2019 Jul 29, 2019	SELL	$44.37 - $49.17 $1,952 - $2,163	-44 Reduced 0.41%	10,710 $507,000
Q2 2018 Oct 05, 2018	BUY	$50.39 - $56.18 $8,767 - $9,775	174 Added 1.64%	10,754 $596,000
Q1 2018 May 09, 2018	SELL	$50.98 - $65.93 $25,846 - $33,426	-507 Reduced 4.57%	10,580 $554,000
Q4 2017 Jan 16, 2018	BUY	$53.19 - $61.61 $159 - $184	3 Added 0.03%	11,087 $673,000
Q3 2017 Nov 21, 2017	SELL	$49.58 - $55.15 $20,426 - $22,721	-412 Reduced 3.58%	11,084 $611,000
Q2 2017 Aug 14, 2017	BUY	N/A	11,496	11,496 $637,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

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 $288B
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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Optimum Investment Advisors Wells Fargo & Company Transaction History