A detailed history of Schechter Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 23,425 shares of WFC stock, worth $1.78 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
23,425
Previous 26,153 10.43%
Holding current value
$1.78 Million
Previous $1.55 Million 14.87%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$51.58 - $60.97 $140,710 - $166,326
-2,728 Reduced 10.43%
23,425 $1.32 Million
Q2 2024

Aug 12, 2024

SELL
$56.41 - $62.34 $47,045 - $51,991
-834 Reduced 3.09%
26,153 $1.55 Million
Q1 2024

May 06, 2024

SELL
$46.44 - $57.96 $185,434 - $231,434
-3,993 Reduced 12.89%
26,987 $1.56 Million
Q4 2023

Jan 17, 2024

SELL
$38.67 - $50.51 $24,246 - $31,669
-627 Reduced 1.98%
30,980 $1.52 Million
Q3 2023

Nov 06, 2023

BUY
$40.43 - $47.13 $59,432 - $69,281
1,470 Added 4.88%
31,607 $1.29 Million
Q2 2023

Jul 26, 2023

BUY
$36.72 - $42.68 $95,765 - $111,309
2,608 Added 9.47%
30,137 $1.29 Million
Q1 2023

Apr 28, 2023

SELL
$36.23 - $48.5 $336,431 - $450,371
-9,286 Reduced 25.22%
27,529 $1.03 Million
Q4 2022

Feb 13, 2023

BUY
$40.23 - $47.95 $40,873 - $48,717
1,016 Added 2.84%
36,815 $1.52 Million
Q3 2022

Nov 04, 2022

BUY
$1.55 - $45.53 $10,307 - $302,774
6,650 Added 22.81%
35,799 $1.44 Million
Q2 2022

Nov 03, 2022

BUY
$37.43 - $49.33 $1.09 Million - $1.44 Million
29,149 New
29,149 $1.14 Million
Q1 2022

Nov 18, 2022

SELL
$45.81 - $59.06 $89,375 - $115,226
-1,951 Reduced 5.45%
33,848 $1.64 Million
Q4 2021

Dec 27, 2022

SELL
$45.31 - $52.0 $164,656 - $188,968
-3,634 Reduced 10.15%
32,165 $1.54 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 $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
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