Smith, Salley & Associates Wells Fargo & Company Transaction History

Smith, Salley & Associates

$1.25 Billion
Q1 2024

A detailed history of Smith, Salley & Associates transactions in Wells Fargo & Company stock. As of the latest transaction made, Smith, Salley & Associates holds 41,231 shares of WFC stock, worth $2.46 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

41,231

Previous 60,470 31.82%

Holding current value

$2.46 Million

Previous $2.98 Million 19.72%

% of portfolio

0.19%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$46.44 - $57.96 $893,459 - $1.12 Million	-19,239 Reduced 31.82%	41,231 $2.39 Million
Q4 2023 Jan 24, 2024	BUY	$38.67 - $50.51 $579,237 - $756,589	14,979 Added 32.93%	60,470 $2.98 Million
Q3 2023 Oct 27, 2023	SELL	$40.43 - $47.13 $74,310 - $86,624	-1,838 Reduced 3.88%	45,491 $1.86 Million
Q2 2023 Aug 04, 2023	BUY	$36.72 - $42.68 $1.74 Million - $2.02 Million	47,329 New	47,329 $2.02 Million
Q4 2022 Feb 03, 2023	BUY	$40.23 - $47.95 $198,695 - $236,825	4,939 New	4,939 $203,000

Q2 2022 Aug 01, 2022	SELL	$37.43 - $49.33 $184,829 - $243,591	-4,938 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$45.81 - $59.06 $45 - $59	1 Added 0.02%	4,938 $239,000
Q3 2021 Nov 05, 2021	BUY	$42.32 - $51.15 $7,659 - $9,258	181 Added 3.81%	4,937 $229,000
Q2 2021 Aug 09, 2021	BUY	$39.48 - $47.9 $187,766 - $227,812	4,756 New	4,756 $215,000
Q1 2020 Apr 24, 2020	SELL	$25.25 - $53.75 $114,433 - $243,595	-4,532 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$47.82 - $54.46 $216,720 - $246,812	4,532 New	4,532 $244,000
Q2 2018 Aug 10, 2018	SELL	$50.39 - $56.18 $558,573 - $622,755	-11,085 Closed	0 $0
Q1 2018 May 09, 2018	SELL	$50.98 - $65.93 $11 Million - $14.3 Million	-216,602 Reduced 95.13%	11,085 $581,000
Q4 2017 Feb 12, 2018	BUY	$53.19 - $61.61 $3.96 Million - $4.59 Million	74,511 Added 48.64%	227,687 $13.8 Million
Q3 2017 Nov 02, 2017	BUY	$49.58 - $55.15 $7.59 Million - $8.45 Million	153,176	153,176 $8.45 Million

Others Institutions Holding WFC

# of Institutions

2,394

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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 $226B
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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Smith, Salley & Associates Wells Fargo & Company Transaction History