A detailed history of Perennial Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 9,192 shares of WFC stock, worth $711,001. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,192
Previous 9,370 1.9%
Holding current value
$711,001
Previous $556,000 6.83%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $9,181 - $10,852
-178 Reduced 1.9%
9,192 $518,000
Q2 2024

Aug 09, 2024

SELL
$56.41 - $62.34 $103,963 - $114,892
-1,843 Reduced 16.44%
9,370 $556,000
Q1 2024

May 14, 2024

SELL
$46.44 - $57.96 $7,151 - $8,925
-154 Reduced 1.35%
11,213 $649,000
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $19,528 - $25,507
-505 Reduced 4.25%
11,367 $559,000
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $12,695 - $14,798
314 Added 2.72%
11,872 $485,000
Q2 2023

Aug 14, 2023

SELL
$36.72 - $42.68 $5,985 - $6,956
-163 Reduced 1.39%
11,558 $493,000
Q1 2023

May 11, 2023

SELL
$36.23 - $48.5 $3,441 - $4,607
-95 Reduced 0.8%
11,721 $438,000
Q4 2022

Feb 09, 2023

BUY
$40.23 - $47.95 $1,166 - $1,390
29 Added 0.25%
11,816 $487,000
Q3 2022

Nov 09, 2022

BUY
$1.55 - $45.53 $195 - $5,736
126 Added 1.08%
11,787 $474,000
Q2 2022

Aug 10, 2022

SELL
$37.43 - $49.33 $21,297 - $28,068
-569 Reduced 4.65%
11,661 $456,000
Q1 2022

May 09, 2022

SELL
$45.81 - $59.06 $8,932 - $11,516
-195 Reduced 1.57%
12,230 $594,000
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $231,352 - $265,512
5,106 Added 69.76%
12,425 $597,000
Q3 2021

Nov 12, 2021

SELL
$42.32 - $51.15 $12,526 - $15,140
-296 Reduced 3.89%
7,319 $341,000
Q2 2021

Jul 29, 2021

SELL
$39.48 - $47.9 $34,031 - $41,289
-862 Reduced 10.17%
7,615 $345,000
Q1 2021

Apr 29, 2021

BUY
$29.7 - $40.81 $47,163 - $64,806
1,588 Added 23.05%
8,477 $331,000
Q4 2020

Jan 22, 2021

BUY
$21.14 - $30.35 $145,633 - $209,081
6,889 New
6,889 $208,000
Q3 2020

Oct 26, 2020

SELL
$22.83 - $26.35 $287,224 - $331,509
-12,581 Closed
0 $0
Q2 2020

Jul 16, 2020

SELL
$22.53 - $33.32 $59,479 - $87,964
-2,640 Reduced 17.34%
12,581 $322,000
Q1 2020

Apr 29, 2020

BUY
$25.25 - $53.75 $384,330 - $818,128
15,221 New
15,221 $435,000

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 $294B
  • 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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