A detailed history of San Luis Wealth Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 8,818 shares of WFC stock, worth $641,950. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,818
Previous 11,323 22.12%
Holding current value
$641,950
Previous $672,000 25.89%
% of portfolio
0.1%
Previous 0.16%

Shares

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

Oct 09, 2024

SELL
$51.58 - $60.97 $129,207 - $152,729
-2,505 Reduced 22.12%
8,818 $498,000
Q2 2024

Jul 12, 2024

BUY
$56.41 - $62.34 $638,730 - $705,875
11,323 New
11,323 $672,000
Q2 2022

Aug 10, 2022

SELL
$37.43 - $49.33 $1.19 Million - $1.57 Million
-31,923 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$45.81 - $59.06 $1.46 Million - $1.89 Million
31,923 New
31,923 $1.53 Million
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $838,733 - $962,572
-18,511 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$42.32 - $51.15 $783,385 - $946,837
18,511 New
18,511 $859,000

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 $276B
  • 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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