Punch & Associates Investment Management, Inc. Wells Fargo & Company Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 15, 2024	BUY	$38.67 - $50.51 $392,887 - $513,181	10,160 New	10,160 $500,000
Q3 2023 Oct 26, 2023	SELL	$40.43 - $47.13 $20,215 - $23,565	-500 Reduced 4.69%	10,160 $415,000
Q2 2023 Aug 14, 2023	SELL	$36.72 - $42.68 $18,360 - $21,340	-500 Reduced 4.48%	10,660 $454,000
Q1 2023 May 15, 2023	BUY	$36.23 - $48.5 $36,230 - $48,500	1,000 Added 9.84%	11,160 $417,000
Q4 2019 Feb 14, 2020	SELL	$47.82 - $54.46 $44,472 - $50,647	-930 Reduced 8.39%	10,160 $547,000
Q2 2019 Aug 14, 2019	SELL	$44.37 - $49.17 $1,109 - $1,229	-25 Reduced 0.22%	11,090 $525,000
Q1 2019 May 14, 2019	SELL	$46.57 - $51.73 $23,285 - $25,865	-500 Reduced 4.3%	11,115 $537,000
Q4 2018 Feb 14, 2019	BUY	$43.6 - $54.46 $1,090 - $1,361	25 Added 0.22%	11,615 $535,000
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $584,020 - $651,126	11,590 New	11,590 $643,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$23.3 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$19.3 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.8 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.74 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.93 Billion
0.93% of portfolio

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 $288B
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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