A detailed history of Powell Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 2,817 shares of WFC stock, worth $160,456. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,817
Previous 3,169 11.11%
Holding current value
$160,456
Previous $183,000 8.74%
% of portfolio
0.09%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$56.41 - $62.34 $19,856 - $21,943
-352 Reduced 11.11%
2,817 $167,000
Q1 2022

May 09, 2022

BUY
$45.81 - $59.06 $59,003 - $76,069
1,288 Added 68.47%
3,169 $154,000
Q3 2020

Oct 07, 2020

SELL
$22.83 - $26.35 $131,135 - $151,354
-5,744 Reduced 75.33%
1,881 $44,000
Q2 2020

Jul 31, 2020

BUY
$22.53 - $33.32 $1,081 - $1,599
48 Added 0.63%
7,625 $195,000
Q1 2020

May 12, 2020

BUY
$25.25 - $53.75 $833 - $1,773
33 Added 0.44%
7,577 $217,000
Q4 2019

Feb 10, 2020

BUY
$47.82 - $54.46 $360,754 - $410,846
7,544 New
7,544 $406,000

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 $216B
  • 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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