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 $1.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

15,680

Previous 15,680 -0.0%

Holding current value

$1.21 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

2,503

Shares Held

2.27B

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 $294B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Account

Principle Wealth Partners LLC Wells Fargo & Company Transaction History