Sheets Smith Wealth Management Wells Fargo & Company Transaction History

Sheets Smith Wealth Management

$832 Million
Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Sheets Smith Wealth Management holds 8,446 shares of WFC stock, worth $681,338. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,446

Previous 10,328 18.22%

Holding current value

$681,338

Previous $741,000 8.77%

% of portfolio

0.08%

Previous 0.09%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$60.98 - $80.12 $114,764 - $150,785	-1,882 Reduced 18.22%	8,446 $676,000
Q1 2025 Apr 23, 2025	SELL	$66.78 - $81.42 $467 - $569	-7 Reduced 0.07%	10,328 $741,000
Q4 2024 Jan 17, 2025	BUY	$54.98 - $77.35 $4,398 - $6,188	80 Added 0.78%	10,335 $725,000
Q3 2024 Nov 01, 2024	SELL	$51.58 - $60.97 $1,908 - $2,255	-37 Reduced 0.36%	10,255 $578,000
Q2 2024 Jul 30, 2024	BUY	$56.41 - $62.34 $6,769 - $7,480	120 Added 1.18%	10,292 $611,000
Q1 2024 May 08, 2024	BUY	$46.44 - $57.96 $1,021 - $1,275	22 Added 0.22%	10,172 $589,000
Q4 2023 Feb 06, 2024	SELL	$38.67 - $50.51 $67,981 - $88,796	-1,758 Reduced 14.76%	10,150 $499,000
Q3 2023 Oct 23, 2023	BUY	$40.43 - $47.13 $1,172 - $1,366	29 Added 0.24%	11,908 $486,000
Q2 2023 Aug 09, 2023	SELL	$36.72 - $42.68 $37,160 - $43,192	-1,012 Reduced 7.85%	11,879 $506,000
Q1 2023 May 26, 2023	BUY	$36.23 - $48.5 $465,700 - $623,419	12,854 Added 34740.54%	12,891 $481,000
Q1 2023 May 12, 2023	SELL	$36.23 - $48.5 $465,591 - $623,273	-12,851 Reduced 99.71%	37 $1,000
Q4 2022 Mar 08, 2023	BUY	$40.23 - $47.95 $362 - $431	9 Added 0.07%	12,888 $532,000
Q3 2022 Nov 01, 2022	BUY	$1.55 - $45.53 $13 - $409	9 Added 0.07%	12,879 $518,000
Q2 2022 Jul 27, 2022	SELL	$37.43 - $49.33 $22,458 - $29,598	-600 Reduced 4.45%	12,870 $504,000
Q1 2022 May 02, 2022	SELL	$45.81 - $59.06 $18,003 - $23,210	-393 Reduced 2.83%	13,470 $653,000
Q4 2021 Jan 20, 2022	BUY	$45.31 - $52.0 $271 - $312	6 Added 0.04%	13,863 $665,000
Q3 2021 Oct 15, 2021	BUY	$42.32 - $51.15 $8,717 - $10,536	206 Added 1.51%	13,857 $643,000
Q2 2021 Aug 03, 2021	BUY	$39.48 - $47.9 $118 - $143	3 Added 0.02%	13,651 $618,000
Q1 2021 Apr 23, 2021	BUY	$29.7 - $40.81 $14,968 - $20,568	504 Added 3.83%	13,648 $533,000
Q4 2020 Jan 13, 2021	SELL	$21.14 - $30.35 $5,496 - $7,891	-260 Reduced 1.94%	13,144 $397,000
Q3 2020 Oct 26, 2020	BUY	$22.83 - $26.35 $39,244 - $45,295	1,719 Added 14.71%	13,404 $315,000
Q2 2020 Jul 17, 2020	BUY	$22.53 - $33.32 $49,070 - $72,570	2,178 Added 22.91%	11,685 $299,000
Q1 2020 Apr 28, 2020	SELL	$25.25 - $53.75 $38,152 - $81,216	-1,511 Reduced 13.71%	9,507 $273,000
Q4 2019 Jan 24, 2020	BUY	$47.82 - $54.46 $33,187 - $37,795	694 Added 6.72%	11,018 $593,000
Q3 2019 Oct 28, 2019	BUY	$43.38 - $50.71 $1,735 - $2,028	40 Added 0.39%	10,324 $521,000
Q2 2019 Jul 12, 2019	SELL	$44.37 - $49.17 $44,015 - $48,776	-992 Reduced 8.8%	10,284 $487,000
Q1 2019 May 13, 2019	SELL	$46.57 - $51.73 $27,196 - $30,210	-584 Reduced 4.92%	11,276 $545,000
Q4 2018 Jan 11, 2019	SELL	$43.6 - $54.46 $110,918 - $138,546	-2,544 Reduced 17.66%	11,860 $547,000
Q3 2018 Oct 15, 2018	BUY	$52.56 - $59.19 $2,207 - $2,485	42 Added 0.29%	14,404 $757,000
Q2 2018 Jul 26, 2018	BUY	$50.39 - $56.18 $41,067 - $45,786	815 Added 6.02%	14,362 $796,000
Q1 2018 Apr 09, 2018	SELL	$50.98 - $65.93 $905,455 - $1.17 Million	-17,761 Reduced 56.73%	13,547 $710,000
Q4 2017 Jan 12, 2018	SELL	$53.19 - $61.61 $38,775 - $44,913	-729 Reduced 2.28%	31,308 $1.9 Million
Q3 2017 Oct 12, 2017	BUY	$49.58 - $55.15 $1.59 Million - $1.77 Million	32,037	32,037 $1.77 Million

Others Institutions Holding WFC

# of Institutions

3,021

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...

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Sheets Smith Wealth Management Wells Fargo & Company Transaction History