Perennial Investment Advisors, LLC Wells Fargo & Company Transaction History

Perennial Investment Advisors, LLC

$698 Million
Q2 2024

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 9,370 shares of WFC stock, worth $515,162. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,370

Previous 11,213 16.44%

Holding current value

$515,162

Previous $649,000 14.33%

% of portfolio

0.08%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,488

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $209B
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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Perennial Investment Advisors, LLC Wells Fargo & Company Transaction History