Rgt Wealth Advisors, LLC Wells Fargo & Company Transaction History

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

A detailed history of Rgt Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 13,532 shares of WFC stock, worth $1.03 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,532

Previous 11,100 21.91%

Holding current value

$1.03 Million

Previous $435,000 25.06%

% of portfolio

0.09%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	BUY	$1.55 - $45.53 $3,769 - $110,728	2,432 Added 21.91%	13,532 $544,000
Q2 2022 Jul 13, 2022	SELL	$37.43 - $49.33 $92,714 - $122,190	-2,477 Reduced 18.24%	11,100 $435,000
Q1 2022 May 05, 2022	BUY	$45.81 - $59.06 $1,465 - $1,889	32 Added 0.24%	13,577 $658,000
Q4 2021 Feb 11, 2022	SELL	$45.31 - $52.0 $33,438 - $38,376	-738 Reduced 5.17%	13,545 $650,000
Q3 2021 Oct 19, 2021	BUY	$42.32 - $51.15 $31,232 - $37,748	738 Added 5.45%	14,283 $663,000
Q2 2021 Aug 13, 2021	SELL	$39.48 - $47.9 $3,869 - $4,694	-98 Reduced 0.72%	13,545 $613,000
Q1 2021 May 13, 2021	SELL	$29.7 - $40.81 $22,779 - $31,301	-767 Reduced 5.32%	13,643 $533,000
Q4 2020 Feb 11, 2021	BUY	$21.14 - $30.35 $13,149 - $18,877	622 Added 4.51%	14,410 $435,000
Q3 2020 Nov 12, 2020	BUY	$22.83 - $26.35 $4,177 - $4,822	183 Added 1.35%	13,788 $324,000
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $225,300 - $333,200	-10,000 Reduced 42.36%	13,605 $348,000
Q1 2020 May 14, 2020	BUY	$25.25 - $53.75 $1,515 - $3,225	60 Added 0.25%	23,605 $677,000
Q4 2019 Feb 14, 2020	SELL	$47.82 - $54.46 $35,386 - $40,300	-740 Reduced 3.05%	23,545 $1.27 Million
Q3 2019 Nov 14, 2019	SELL	$43.38 - $50.71 $40,213 - $47,008	-927 Reduced 3.68%	24,285 $1.23 Million
Q2 2019 Aug 12, 2019	BUY	$44.37 - $49.17 $1.12 Million - $1.24 Million	25,212 New	25,212 $1.19 Million
Q2 2018 Aug 14, 2018	SELL	$50.39 - $56.18 $1.08 Million - $1.21 Million	-21,499 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$50.98 - $65.93 $184,292 - $238,336	-3,615 Reduced 14.39%	21,499 $1.13 Million
Q4 2017 Feb 14, 2018	BUY	$53.19 - $61.61 $43,775 - $50,705	823 Added 3.39%	25,114 $1.52 Million
Q3 2017 Nov 14, 2017	SELL	$49.58 - $55.15 $1,735 - $1,930	-35 Reduced 0.14%	24,291 $1.34 Million
Q2 2017 Aug 14, 2017	BUY	N/A	24,326	24,326 $1.35 Million

Others Institutions Holding WFC

# of Institutions

2,502

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 $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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Rgt Wealth Advisors, LLC with notifications on news.

Account

Rgt Wealth Advisors, LLC Wells Fargo & Company Transaction History