Pin Oak Investment Advisors Inc Wells Fargo & Company Transaction History

Pin Oak Investment Advisors Inc

$110 Million
Q3 2024

A detailed history of Pin Oak Investment Advisors Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Pin Oak Investment Advisors Inc holds 8,829 shares of WFC stock, worth $621,031. This represents 0.45% of its overall portfolio holdings.

Number of Shares

8,829

Previous 8,829 -0.0%

Holding current value

$621,031

Previous $524,000 4.96%

% of portfolio

0.45%

Previous 0.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$56.41 - $62.34 $28,205 - $31,170	500 Added 6.0%	8,829 $524,000
Q4 2023 Feb 14, 2024	SELL	$38.67 - $50.51 $1,314 - $1,717	-34 Reduced 0.41%	8,329 $410,000
Q1 2023 May 11, 2023	BUY	$36.23 - $48.5 $39,671 - $53,107	1,095 Added 15.07%	8,363 $313,000
Q4 2022 Feb 14, 2023	SELL	$40.23 - $47.95 $10,057 - $11,987	-250 Reduced 3.33%	7,268 $300,000
Q2 2022 Aug 12, 2022	SELL	$37.43 - $49.33 $12,838 - $16,920	-343 Reduced 4.36%	7,518 $294,000
Q1 2022 May 13, 2022	SELL	$45.81 - $59.06 $19,927 - $25,691	-435 Reduced 5.24%	7,861 $381,000
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $31,626 - $36,296	-698 Reduced 7.76%	8,296 $398,000
Q4 2020 Feb 19, 2021	BUY	$21.14 - $30.35 $14,290 - $20,516	676 Added 8.13%	8,994 $271,000
Q3 2020 Nov 16, 2020	BUY	$22.83 - $26.35 $4,520 - $5,217	198 Added 2.44%	8,318 $196,000
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $10,589 - $15,660	470 Added 6.14%	8,120 $208,000
Q1 2020 May 18, 2020	BUY	$25.25 - $53.75 $135,542 - $288,530	5,368 Added 235.23%	7,650 $220,000
Q4 2019 Feb 11, 2020	SELL	$47.82 - $54.46 $95,926 - $109,246	-2,006 Reduced 46.78%	2,282 $123,000
Q3 2019 Nov 15, 2019	SELL	$43.38 - $50.71 $5,726 - $6,693	-132 Reduced 2.99%	4,288 $216,000
Q2 2019 Aug 14, 2019	BUY	$44.37 - $49.17 $29,461 - $32,648	664 Added 17.68%	4,420 $209,000
Q1 2019 May 14, 2019	SELL	$46.57 - $51.73 $4,331 - $4,810	-93 Reduced 2.42%	3,756 $181,000
Q3 2018 Nov 14, 2018	SELL	$52.56 - $59.19 $2,838 - $3,196	-54 Reduced 1.38%	3,849 $202,000
Q2 2018 Aug 15, 2018	BUY	$50.39 - $56.18 $2,721 - $3,033	54 Added 1.4%	3,903 $216,000
Q4 2017 Feb 20, 2018	BUY	$53.19 - $61.61 $204,728 - $237,136	3,849	3,849 $234,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

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 $267B
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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Pin Oak Investment Advisors Inc Wells Fargo & Company Transaction History