Prestige Wealth Management Group LLC Wells Fargo & Company Transaction History

Prestige Wealth Management Group LLC

$443 Million
Q1 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 1,604 shares of WFC stock, worth $95,630. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,604

Previous 12,645 87.32%

Holding current value

$95,630

Previous $622,000 85.21%

% of portfolio

0.02%

Previous 0.15%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$46.44 - $57.96 $512,744 - $639,936	-11,041 Reduced 87.32%	1,604 $92,000
Q4 2023 Apr 26, 2024	BUY	$38.67 - $50.51 $48,685 - $63,592	1,259 Added 11.06%	12,645 $622,000
Q4 2023 Feb 08, 2024	BUY	$38.67 - $50.51 $48,685 - $63,592	1,259 Added 11.06%	12,645 $622,000
Q3 2023 Apr 26, 2024	BUY	$40.43 - $47.13 $389,057 - $453,531	9,623 Added 545.83%	11,386 $465,000
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $389,057 - $453,531	9,623 Added 545.83%	11,386 $465,000

Q2 2023 Apr 26, 2024	SELL	$36.72 - $42.68 $27,980 - $32,522	-762 Reduced 30.18%	1,763 $75,000
Q2 2023 Aug 11, 2023	SELL	$36.72 - $42.68 $27,980 - $32,522	-762 Reduced 30.18%	1,763 $75,000
Q1 2023 Apr 26, 2024	BUY	$36.23 - $48.5 $33,367 - $44,668	921 Added 57.42%	2,525 $94,000
Q1 2023 May 16, 2023	SELL	$36.23 - $48.5 $4,709 - $6,305	-130 Reduced 4.9%	2,525 $94,000
Q4 2022 Feb 07, 2023	BUY	$40.23 - $47.95 $5,068 - $6,041	126 Added 4.98%	2,655 $109,000
Q3 2022 Nov 01, 2022	BUY	$1.55 - $45.53 $35 - $1,047	23 Added 0.92%	2,529 $102,000
Q2 2022 Aug 10, 2022	SELL	$37.43 - $49.33 $26,687 - $35,172	-713 Reduced 22.15%	2,506 $98,000
Q1 2022 May 05, 2022	BUY	$45.81 - $59.06 $595 - $767	13 Added 0.41%	3,219 $156,000
Q4 2021 Feb 15, 2022	BUY	$45.31 - $52.0 $12,641 - $14,508	279 Added 9.53%	3,206 $154,000
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $148,458 - $179,434	-3,508 Reduced 54.51%	2,927 $136,000
Q2 2021 Aug 12, 2021	BUY	$39.48 - $47.9 $90,330 - $109,595	2,288 Added 55.17%	6,435 $291,000
Q1 2021 May 13, 2021	BUY	$29.7 - $40.81 $42,797 - $58,807	1,441 Added 53.25%	4,147 $162,000
Q4 2020 Feb 17, 2021	BUY	$21.14 - $30.35 $3,001 - $4,309	142 Added 5.54%	2,706 $82,000
Q3 2020 Oct 26, 2020	SELL	$22.83 - $26.35 $43,491 - $50,196	-1,905 Reduced 42.63%	2,564 $60,000
Q2 2020 Aug 13, 2020	BUY	$22.53 - $33.32 $35,169 - $52,012	1,561 Added 53.68%	4,469 $114,000
Q1 2020 May 15, 2020	BUY	$25.25 - $53.75 $11,842 - $25,208	469 Added 19.23%	2,908 $83,000
Q3 2019 Nov 14, 2019	BUY	$43.38 - $50.71 $45,549 - $53,245	1,050 Added 75.59%	2,439 $123,000
Q1 2019 Aug 16, 2019	SELL	$46.57 - $51.73 $55,977 - $62,179	-1,202 Reduced 46.39%	1,389 $67,000
Q4 2018 Apr 16, 2019	BUY	$43.6 - $54.46 $112,967 - $141,105	2,591 New	2,591 $119,000

Others Institutions Holding WFC

# of Institutions

2,394

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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 $226B
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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Prestige Wealth Management Group LLC Wells Fargo & Company Transaction History