Schwarz Dygos Wheeler Investment Advisors LLC Wells Fargo & Company Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$369 Million
Q2 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 40,830 shares of WFC stock, worth $2.3 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

40,830

Previous 39,900 2.33%

Holding current value

$2.3 Million

Previous $2.31 Million 4.84%

% of portfolio

0.66%

Previous 0.65%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$56.41 - $62.34 $52,461 - $57,976	930 Added 2.33%	40,830 $2.42 Million
Q1 2024 May 03, 2024	SELL	$46.44 - $57.96 $23,405 - $29,211	-504 Reduced 1.25%	39,900 $2.31 Million
Q4 2023 Feb 02, 2024	SELL	$38.67 - $50.51 $287,975 - $376,147	-7,447 Reduced 15.56%	40,404 $1.99 Million
Q3 2023 Nov 03, 2023	SELL	$40.43 - $47.13 $12,129 - $14,139	-300 Reduced 0.62%	47,851 $1.96 Million
Q2 2023 Aug 11, 2023	BUY	$36.72 - $42.68 $10,244 - $11,907	279 Added 0.58%	48,151 $2.06 Million
Q1 2023 Apr 27, 2023	BUY	$36.23 - $48.5 $22,353 - $29,924	617 Added 1.31%	47,872 $1.79 Million
Q4 2022 Feb 08, 2023	SELL	$40.23 - $47.95 $6,637 - $7,911	-165 Reduced 0.35%	47,255 $1.95 Million
Q3 2022 Nov 04, 2022	BUY	$1.55 - $45.53 $226 - $6,647	146 Added 0.31%	47,420 $1.91 Million
Q2 2022 Aug 09, 2022	BUY	$37.43 - $49.33 $22,869 - $30,140	611 Added 1.31%	47,274 $1.85 Million
Q1 2022 May 11, 2022	SELL	$45.81 - $59.06 $27,256 - $35,140	-595 Reduced 1.26%	46,663 $2.26 Million
Q4 2021 Feb 08, 2022	SELL	$45.31 - $52.0 $327,953 - $376,376	-7,238 Reduced 13.28%	47,258 $2.27 Million
Q3 2021 Oct 21, 2021	SELL	$42.32 - $51.15 $23,868 - $28,848	-564 Reduced 1.02%	54,496 $2.53 Million
Q2 2021 Jul 28, 2021	SELL	$39.48 - $47.9 $69,919 - $84,830	-1,771 Reduced 3.12%	55,060 $2.49 Million
Q1 2021 May 07, 2021	BUY	$29.7 - $40.81 $12,681 - $17,425	427 Added 0.76%	56,831 $2.22 Million
Q4 2020 Feb 12, 2021	BUY	$21.14 - $30.35 $425,083 - $610,277	20,108 Added 55.4%	56,404 $1.7 Million
Q3 2020 Nov 03, 2020	BUY	$22.83 - $26.35 $9,154 - $10,566	401 Added 1.12%	36,296 $853,000
Q2 2020 Jul 15, 2020	BUY	$22.53 - $33.32 $85,546 - $126,516	3,797 Added 11.83%	35,895 $912,000
Q1 2020 Apr 14, 2020	BUY	$25.25 - $53.75 $24,644 - $52,460	976 Added 3.14%	32,098 $921,000
Q4 2019 Jan 09, 2020	SELL	$47.82 - $54.46 $30,222 - $34,418	-632 Reduced 1.99%	31,122 $1.67 Million
Q3 2019 Nov 15, 2019	SELL	$43.38 - $50.71 $39,172 - $45,791	-903 Reduced 2.77%	31,754 $1.6 Million
Q2 2019 Nov 15, 2019	BUY	$44.37 - $49.17 $106,354 - $117,860	2,397 Added 7.92%	32,657 $1.55 Million
Q1 2019 Nov 15, 2019	BUY	$46.57 - $51.73 $22,493 - $24,985	483 Added 1.62%	30,260 $1.46 Million
Q4 2018 Nov 15, 2019	BUY	$43.6 - $54.46 $1.3 Million - $1.62 Million	29,777 New	29,777 $1.37 Million

Others Institutions Holding WFC

# of Institutions

2,485

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $214B
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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Schwarz Dygos Wheeler Investment Advisors LLC Wells Fargo & Company Transaction History