Principle Wealth Partners LLC Wells Fargo & Company Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Principle Wealth Partners LLC holds 15,680 shares of WFC stock, worth $1.12 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

15,680

Previous 15,680 -0.0%

Holding current value

$1.12 Million

Previous $931,000 4.94%

% of portfolio

0.07%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$56.41 - $62.34 $191,850 - $212,018	-3,401 Reduced 17.82%	15,680 $931,000
Q1 2024 Apr 23, 2024	BUY	$46.44 - $57.96 $60,511 - $75,521	1,303 Added 7.33%	19,081 $1.11 Million
Q4 2023 Feb 05, 2024	SELL	$38.67 - $50.51 $1,701 - $2,222	-44 Reduced 0.25%	17,778 $875,000
Q2 2023 Jul 31, 2023	SELL	$36.72 - $42.68 $19,571 - $22,748	-533 Reduced 2.9%	17,822 $760,000
Q4 2022 Feb 02, 2023	SELL	$40.23 - $47.95 $3,178 - $3,788	-79 Reduced 0.43%	18,355 $757,000
Q2 2022 Aug 02, 2022	SELL	$37.43 - $49.33 $5,464 - $7,202	-146 Reduced 0.79%	18,434 $722,000
Q1 2022 May 12, 2022	SELL	$45.81 - $59.06 $40,770 - $52,563	-890 Reduced 4.57%	18,580 $900,000
Q4 2021 Feb 11, 2022	SELL	$45.31 - $52.0 $85,817 - $98,488	-1,894 Reduced 8.87%	19,470 $934,000
Q3 2021 Nov 16, 2021	SELL	$42.32 - $51.15 $423 - $511	-10 Reduced 0.05%	21,364 $992,000
Q2 2021 Aug 13, 2021	SELL	$39.48 - $47.9 $50,968 - $61,838	-1,291 Reduced 5.7%	21,374 $968,000
Q1 2021 May 18, 2021	BUY	$29.7 - $40.81 $37,511 - $51,543	1,263 Added 5.9%	22,665 $886,000
Q4 2020 Feb 16, 2021	BUY	$21.14 - $30.35 $269,598 - $387,053	12,753 Added 147.45%	21,402 $646,000
Q3 2020 Nov 16, 2020	SELL	$22.83 - $26.35 $62,006 - $71,566	-2,716 Reduced 23.9%	8,649 $203,000
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $5,181 - $7,663	-230 Reduced 1.98%	11,365 $291,000
Q1 2020 May 13, 2020	SELL	$25.25 - $53.75 $182,204 - $387,860	-7,216 Reduced 38.36%	11,595 $333,000
Q4 2019 Feb 04, 2020	SELL	$47.82 - $54.46 $10,759 - $12,253	-225 Reduced 1.18%	18,811 $1.01 Million
Q3 2019 Nov 05, 2019	BUY	$43.38 - $50.71 $456,400 - $533,519	10,521 Added 123.56%	19,036 $960,000
Q2 2019 Nov 05, 2019	BUY	$44.37 - $49.17 $16,638 - $18,438	375 Added 4.61%	8,515 $403,000
Q1 2019 Oct 30, 2019	BUY	$46.57 - $51.73 $7,451 - $8,276	160 Added 2.01%	8,140 $393,000
Q4 2018 Oct 11, 2019	BUY	$43.6 - $54.46 $347,928 - $434,590	7,980 New	7,980 $368,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

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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 $270B
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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Principle Wealth Partners LLC Wells Fargo & Company Transaction History