A detailed history of Sage Mountain Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 16,168 shares of WFC stock, worth $1.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,168
Previous 15,837 2.09%
Holding current value
$1.2 Million
Previous $940,000 2.98%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 29, 2024

BUY
$51.58 - $60.97 $17,072 - $20,181
331 Added 2.09%
16,168 $912,000
Q2 2024

Jul 31, 2024

BUY
$56.41 - $62.34 $245,552 - $271,366
4,353 Added 37.9%
15,837 $940,000
Q1 2024

Apr 23, 2024

BUY
$46.44 - $57.96 $96,363 - $120,267
2,075 Added 22.05%
11,484 $665,000
Q4 2023

Feb 01, 2024

SELL
$38.67 - $50.51 $2,281 - $2,980
-59 Reduced 0.62%
9,409 $463,000
Q3 2023

Oct 25, 2023

BUY
$40.43 - $47.13 $20,861 - $24,319
516 Added 5.76%
9,468 $386,000
Q2 2023

Jul 24, 2023

SELL
$36.72 - $42.68 $47,515 - $55,227
-1,294 Reduced 12.63%
8,952 $382,000
Q1 2023

Apr 25, 2023

BUY
$36.23 - $48.5 $150,064 - $200,887
4,142 Added 67.86%
10,246 $382,000
Q4 2022

Feb 01, 2023

BUY
$40.23 - $47.95 $245,563 - $292,686
6,104 New
6,104 $252,000
Q2 2022

Aug 25, 2022

BUY
$37.43 - $49.33 $227,387 - $299,679
6,075 New
6,075 $238,000
Q2 2022

Aug 01, 2022

SELL
$37.43 - $49.33 $224,055 - $295,289
-5,986 Closed
0 $0
Q1 2022

Aug 25, 2022

SELL
$45.81 - $59.06 $138,162 - $178,124
-3,016 Reduced 33.5%
5,986 $290,000
Q1 2022

May 10, 2022

BUY
$45.81 - $59.06 $2,382 - $3,071
52 Added 0.58%
9,002 $436,000
Q4 2021

Feb 02, 2022

BUY
$45.31 - $52.0 $36,927 - $42,380
815 Added 10.02%
8,950 $429,000
Q3 2021

Nov 01, 2021

BUY
$42.32 - $51.15 $41,685 - $50,382
985 Added 13.78%
8,135 $378,000
Q2 2021

Jul 22, 2021

BUY
$39.48 - $47.9 $282,282 - $342,485
7,150 New
7,150 $324,000

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 $281B
  • 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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