Poehling Capital Management, Inc. Wells Fargo & Company Transaction History

Poehling Capital Management, Inc.

$373 Million
Q1 2024

A detailed history of Poehling Capital Management, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Poehling Capital Management, Inc. holds 148,127 shares of WFC stock, worth $9.03 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

148,127

Previous 148,192 0.04%

Holding current value

$9.03 Million

Previous $7.29 Million 17.7%

% of portfolio

2.3%

Previous 2.29%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$46.44 - $57.96 $3,018 - $3,767	-65 Reduced 0.04%	148,127 $8.59 Million
Q4 2023 Feb 13, 2024	SELL	$38.67 - $50.51 $17,556 - $22,931	-454 Reduced 0.31%	148,192 $7.29 Million
Q3 2023 Nov 14, 2023	BUY	$40.43 - $47.13 $14,959 - $17,438	370 Added 0.25%	148,646 $6.07 Million
Q2 2023 Aug 14, 2023	SELL	$36.72 - $42.68 $123,636 - $143,703	-3,367 Reduced 2.22%	148,276 $6.33 Million
Q1 2023 May 11, 2023	SELL	$36.23 - $48.5 $7,535 - $10,088	-208 Reduced 0.14%	151,643 $5.67 Million

Q4 2022 Feb 10, 2023	BUY	$40.23 - $47.95 $34,235 - $40,805	851 Added 0.56%	151,851 $6.27 Million
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $440 - $12,930	-284 Reduced 0.19%	151,000 $6.07 Million
Q2 2022 Aug 09, 2022	SELL	$37.43 - $49.33 $30,617 - $40,351	-818 Reduced 0.54%	151,284 $5.93 Million
Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $7,146 - $9,213	156 Added 0.1%	152,102 $7.37 Million
Q4 2021 Jan 10, 2022	SELL	$45.31 - $52.0 $26,642 - $30,576	-588 Reduced 0.39%	151,946 $7.29 Million
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $365,814 - $442,140	-8,644 Reduced 5.36%	152,534 $7.08 Million
Q2 2021 Aug 13, 2021	SELL	$39.48 - $47.9 $38,650 - $46,894	-979 Reduced 0.6%	161,178 $7.3 Million
Q1 2021 May 11, 2021	SELL	$29.7 - $40.81 $47,995 - $65,948	-1,616 Reduced 0.99%	162,157 $6.34 Million
Q4 2020 Feb 16, 2021	BUY	$21.14 - $30.35 $759,539 - $1.09 Million	35,929 Added 28.1%	163,773 $4.94 Million
Q3 2020 Nov 10, 2020	BUY	$22.83 - $26.35 $662,800 - $764,993	29,032 Added 29.38%	127,844 $3.01 Million
Q2 2020 Aug 13, 2020	BUY	$22.53 - $33.32 $2.23 Million - $3.29 Million	98,812 New	98,812 $2.53 Million
Q2 2018 Aug 08, 2018	SELL	$50.39 - $56.18 $22,675 - $25,281	-450 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$50.98 - $65.93 $12,745 - $16,482	250 Added 125.0%	450 $24,000
Q4 2017 Feb 13, 2018	BUY	$53.19 - $61.61 $10,638 - $12,322	200	200 $12,000

Others Institutions Holding WFC

# of Institutions

2,392

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $231B
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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Poehling Capital Management, Inc. Wells Fargo & Company Transaction History