A detailed history of Soa Wealth Advisors, Llc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,978 shares of WFC stock, worth $180,645. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,978
Previous 1,658 79.61%
Holding current value
$180,645
Previous $81,000 112.35%
% of portfolio
0.04%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$46.44 - $57.96 $61,300 - $76,507
1,320 Added 79.61%
2,978 $172,000
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $2,320 - $3,030
-60 Reduced 3.49%
1,658 $81,000
Q2 2022

Jul 13, 2022

SELL
$37.43 - $49.33 $8,908 - $11,740
-238 Reduced 12.17%
1,718 $67,000
Q1 2022

Apr 07, 2022

BUY
$45.81 - $59.06 $9,162 - $11,812
200 Added 11.39%
1,956 $94,000
Q2 2021

Jul 14, 2021

BUY
$39.48 - $47.9 $3,869 - $4,694
98 Added 5.91%
1,756 $79,000
Q4 2020

Mar 10, 2021

BUY
$21.14 - $30.35 $35,050 - $50,320
1,658 New
1,658 $55,000

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 $230B
  • 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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