A detailed history of Ritholtz Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Ritholtz Wealth Management holds 58,135 shares of WFC stock, worth $4.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
58,135
Previous 53,287 9.1%
Holding current value
$4.09 Million
Previous $3.16 Million 3.73%
% of portfolio
0.1%
Previous 0.11%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$51.58 - $60.97 $250,059 - $295,582
4,848 Added 9.1%
58,135 $3.28 Million
Q2 2024

Jul 31, 2024

BUY
$56.41 - $62.34 $380,880 - $420,919
6,752 Added 14.51%
53,287 $3.16 Million
Q1 2024

Apr 24, 2024

BUY
$46.44 - $57.96 $65,016 - $81,144
1,400 Added 3.1%
46,535 $2.7 Million
Q4 2023

Jan 18, 2024

BUY
$38.67 - $50.51 $55,143 - $72,027
1,426 Added 3.26%
45,135 $2.22 Million
Q3 2023

Oct 13, 2023

SELL
$40.43 - $47.13 $365,123 - $425,631
-9,031 Reduced 17.12%
43,709 $1.79 Million
Q2 2023

Jul 14, 2023

BUY
$36.72 - $42.68 $666,578 - $774,770
18,153 Added 52.49%
52,740 $2.25 Million
Q1 2023

Apr 19, 2023

SELL
$36.23 - $48.5 $223,140 - $298,711
-6,159 Reduced 15.12%
34,587 $1.29 Million
Q4 2022

Jan 18, 2023

SELL
$40.23 - $47.95 $904,129 - $1.08 Million
-22,474 Reduced 35.55%
40,746 $0
Q3 2022

Oct 18, 2022

BUY
$1.55 - $45.53 $50,962 - $1.5 Million
32,879 Added 108.36%
63,220 $2.54 Million
Q2 2022

Jul 15, 2022

BUY
$37.43 - $49.33 $161,922 - $213,401
4,326 Added 16.63%
30,341 $1.19 Million
Q1 2022

Apr 14, 2022

BUY
$45.81 - $59.06 $47,734 - $61,540
1,042 Added 4.17%
26,015 $1.26 Million
Q4 2021

Jan 18, 2022

BUY
$45.31 - $52.0 $169,550 - $194,584
3,742 Added 17.63%
24,973 $1.2 Million
Q3 2021

Oct 14, 2021

BUY
$42.32 - $51.15 $34,533 - $41,738
816 Added 4.0%
21,231 $985,000
Q2 2021

Jul 20, 2021

BUY
$39.48 - $47.9 $190,096 - $230,638
4,815 Added 30.87%
20,415 $925,000
Q1 2021

May 12, 2021

BUY
$29.7 - $40.81 $89,931 - $123,572
3,028 Added 24.09%
15,600 $610,000
Q4 2020

Jan 19, 2021

BUY
$21.14 - $30.35 $7,525 - $10,804
356 Added 2.91%
12,572 $379,000
Q3 2020

Oct 23, 2020

SELL
$22.83 - $26.35 $78,306 - $90,380
-3,430 Reduced 21.92%
12,216 $287,000
Q2 2020

Jul 15, 2020

BUY
$22.53 - $33.32 $108,256 - $160,102
4,805 Added 44.32%
15,646 $401,000
Q1 2020

Apr 09, 2020

SELL
$25.25 - $53.75 $81,330 - $173,128
-3,221 Reduced 22.91%
10,841 $311,000
Q4 2019

Jan 17, 2020

BUY
$47.82 - $54.46 $6,025 - $6,861
126 Added 0.9%
14,062 $757,000
Q3 2019

Oct 17, 2019

BUY
$43.38 - $50.71 $35,528 - $41,531
819 Added 6.24%
13,936 $703,000
Q2 2019

Jul 15, 2019

SELL
$44.37 - $49.17 $39,001 - $43,220
-879 Reduced 6.28%
13,117 $621,000
Q1 2019

Apr 12, 2019

BUY
$46.57 - $51.73 $39,444 - $43,815
847 Added 6.44%
13,996 $676,000
Q4 2018

Jan 18, 2019

SELL
$43.6 - $54.46 $13,995 - $17,481
-321 Reduced 2.38%
13,149 $606,000
Q3 2018

Oct 12, 2018

SELL
$52.56 - $59.19 $208,347 - $234,629
-3,964 Reduced 22.74%
13,470 $708,000
Q2 2018

Jul 12, 2018

SELL
$50.39 - $56.18 $57,394 - $63,989
-1,139 Reduced 6.13%
17,434 $967,000
Q1 2018

Apr 17, 2018

SELL
$50.98 - $65.93 $32,678 - $42,261
-641 Reduced 3.34%
18,573 $973,000
Q4 2017

Jan 23, 2018

BUY
$53.19 - $61.61 $1.02 Million - $1.18 Million
19,214
19,214 $1.17 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $267B
  • 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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