Rocky Mountain Advisers, LLC Wells Fargo & Company Transaction History

Rocky Mountain Advisers, LLC

$119 Million
Q2 2025

A detailed history of Rocky Mountain Advisers, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 1,400 shares of WFC stock, worth $112,938. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,400

Previous 1,400 -0.0%

Holding current value

$112,938

Previous $100,000 12.0%

% of portfolio

0.09%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 31, 2023	SELL	$40.43 - $47.13 $1.63 Million - $1.9 Million	-40,275 Reduced 96.64%	1,400 $57,000
Q1 2023 Apr 19, 2023	SELL	$36.23 - $48.5 $32,606 - $43,650	-900 Reduced 2.11%	41,675 $1.56 Million
Q4 2022 Feb 01, 2023	SELL	$40.23 - $47.95 $52,298 - $62,335	-1,300 Reduced 2.96%	42,575 $1.76 Million
Q2 2022 Jul 26, 2022	SELL	$37.43 - $49.33 $12,801 - $16,870	-342 Reduced 0.77%	43,875 $1.72 Million
Q1 2022 Apr 27, 2022	SELL	$45.81 - $59.06 $4,947 - $6,378	-108 Reduced 0.24%	44,217 $2.14 Million
Q4 2021 Feb 09, 2022	SELL	$45.31 - $52.0 $18,124 - $20,800	-400 Reduced 0.89%	44,325 $2.13 Million
Q3 2021 Oct 26, 2021	SELL	$42.32 - $51.15 $3,808 - $4,603	-90 Reduced 0.2%	44,725 $2.08 Million
Q2 2021 Jul 22, 2021	BUY	$39.48 - $47.9 $51,323 - $62,270	1,300 Added 2.99%	44,815 $2.03 Million
Q1 2021 Apr 27, 2021	BUY	$29.7 - $40.81 $18,562 - $25,506	625 Added 1.46%	43,515 $1.7 Million
Q3 2020 Oct 21, 2020	BUY	$22.83 - $26.35 $8,447 - $9,749	370 Added 0.87%	42,890 $1.01 Million
Q2 2020 Jul 27, 2020	BUY	$22.53 - $33.32 $27,756 - $41,050	1,232 Added 2.98%	42,520 $1.09 Million
Q1 2020 Apr 29, 2020	BUY	$25.25 - $53.75 $997,577 - $2.12 Million	39,508 Added 2219.55%	41,288 $1.19 Million
Q3 2019 Oct 25, 2019	BUY	$43.38 - $50.71 $5,639 - $6,592	130 Added 7.88%	1,780 $90,000
Q1 2019 Apr 25, 2019	SELL	$46.57 - $51.73 $18,628 - $20,692	-400 Reduced 19.51%	1,650 $80,000
Q3 2017 Nov 14, 2017	BUY	$49.58 - $55.15 $9,916 - $11,030	200 Added 10.81%	2,050 $113,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,850	1,850 $103,000

Others Institutions Holding WFC

# of Institutions

3,020

Shares Held

2.32B

Call Options Held

46.5M

Put Options Held

55M

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 $306B
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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Rocky Mountain Advisers, LLC Wells Fargo & Company Transaction History