A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 56,106 shares of WFC stock, worth $4.17 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
56,106
Previous 51,801 8.31%
Holding current value
$4.17 Million
Previous $3.08 Million 2.96%
% of portfolio
0.44%
Previous 0.46%

Shares

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

Oct 24, 2024

BUY
$51.58 - $60.97 $222,051 - $262,475
4,305 Added 8.31%
56,106 $3.17 Million
Q2 2024

Jul 26, 2024

BUY
$56.41 - $62.34 $311,496 - $344,241
5,522 Added 11.93%
51,801 $3.08 Million
Q1 2024

Apr 30, 2024

BUY
$46.44 - $57.96 $233,546 - $291,480
5,029 Added 12.19%
46,279 $2.68 Million
Q4 2023

Jan 19, 2024

BUY
$38.67 - $50.51 $156,149 - $203,959
4,038 Added 10.85%
41,250 $2.03 Million
Q3 2023

Oct 19, 2023

BUY
$40.43 - $47.13 $181,490 - $211,566
4,489 Added 13.72%
37,212 $1.52 Million
Q2 2023

Jul 17, 2023

BUY
$36.72 - $42.68 $37,013 - $43,021
1,008 Added 3.18%
32,723 $1.4 Million
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $160,281 - $214,564
4,424 Added 16.21%
31,715 $1.19 Million
Q4 2022

Jan 17, 2023

BUY
$40.23 - $47.95 $91,362 - $108,894
2,271 Added 9.08%
27,291 $0
Q3 2022

Oct 31, 2022

BUY
$1.55 - $45.53 $1,458 - $42,843
941 Added 3.91%
25,020 $1.01 Million
Q2 2022

Jul 29, 2022

BUY
$37.43 - $49.33 $100,087 - $131,908
2,674 Added 12.49%
24,079 $943,000
Q1 2022

May 11, 2022

BUY
$45.81 - $59.06 $117,090 - $150,957
2,556 Added 13.56%
21,405 $1.04 Million
Q4 2021

Jan 10, 2022

BUY
$45.31 - $52.0 $25,237 - $28,964
557 Added 3.05%
18,849 $904,000
Q3 2021

Nov 24, 2021

BUY
$42.32 - $51.15 $95,431 - $115,343
2,255 Added 14.06%
18,292 $849,000
Q2 2021

Jul 30, 2021

BUY
$39.48 - $47.9 $408,065 - $495,094
10,336 Added 181.3%
16,037 $726,000
Q1 2021

Apr 29, 2021

BUY
$29.7 - $40.81 $44,371 - $60,970
1,494 Added 35.51%
5,701 $223,000
Q4 2020

Jan 15, 2021

SELL
$21.14 - $30.35 $40,884 - $58,696
-1,934 Reduced 31.49%
4,207 $127,000
Q3 2020

Oct 21, 2020

BUY
$22.83 - $26.35 $63,353 - $73,121
2,775 Added 82.44%
6,141 $144,000
Q2 2020

Jul 10, 2020

SELL
$22.53 - $33.32 $15,320 - $22,657
-680 Reduced 16.81%
3,366 $86,000
Q1 2020

Apr 15, 2020

BUY
$25.25 - $53.75 $34,466 - $73,368
1,365 Added 50.91%
4,046 $116,000
Q4 2019

Jan 22, 2020

BUY
$47.82 - $54.46 $5,499 - $6,262
115 Added 4.48%
2,681 $144,000
Q3 2019

Oct 25, 2019

SELL
$43.38 - $50.71 $12,493 - $14,604
-288 Reduced 10.09%
2,566 $129,000
Q2 2019

Aug 07, 2019

SELL
$44.37 - $49.17 $4,969 - $5,507
-112 Reduced 3.78%
2,854 $135,000
Q1 2019

Apr 29, 2019

BUY
$46.57 - $51.73 $72,695 - $80,750
1,561 Added 111.1%
2,966 $143,000
Q4 2018

Feb 04, 2019

BUY
$43.6 - $54.46 $25,724 - $32,131
590 Added 72.39%
1,405 $65,000
Q3 2018

Oct 30, 2018

BUY
$52.56 - $59.19 $16,293 - $18,348
310 Added 61.39%
815 $43,000
Q2 2018

Aug 14, 2018

SELL
$50.39 - $56.18 $61,072 - $68,090
-1,212 Reduced 70.59%
505 $28,000
Q1 2018

May 14, 2018

SELL
$50.98 - $65.93 $27,478 - $35,536
-539 Reduced 23.89%
1,717 $88,000
Q4 2017

Feb 14, 2018

BUY
$53.19 - $61.61 $5,212 - $6,037
98 Added 4.54%
2,256 $139,000
Q3 2017

Oct 26, 2017

BUY
$49.58 - $55.15 $12,196 - $13,566
246 Added 12.87%
2,158 $119,000
Q2 2017

Aug 08, 2017

BUY
N/A
1,912
1,912 $106,000

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 $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
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, 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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.