Soltis Investment Advisors LLC Wells Fargo & Company Transaction History

Soltis Investment Advisors LLC

$941 Million
Q2 2024

A detailed history of Soltis Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 24,289 shares of WFC stock, worth $1.81 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

24,289

Previous 22,253 9.15%

Holding current value

$1.81 Million

Previous $1.29 Million 11.87%

% of portfolio

0.15%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$56.41 - $62.34 $114,850 - $126,924	2,036 Added 9.15%	24,289 $1.44 Million
Q1 2024 Apr 29, 2024	SELL	$46.44 - $57.96 $15,928 - $19,880	-343 Reduced 1.52%	22,253 $1.29 Million
Q4 2023 Jan 26, 2024	SELL	$38.67 - $50.51 $3.67 Million - $4.79 Million	-94,804 Reduced 80.75%	22,596 $1.11 Million
Q3 2023 Nov 08, 2023	BUY	$40.43 - $47.13 $3.53 Million - $4.12 Million	87,389 Added 291.19%	117,400 $4.8 Million
Q2 2023 Aug 08, 2023	BUY	$36.72 - $42.68 $13,402 - $15,578	365 Added 1.23%	30,011 $1.28 Million
Q1 2023 May 03, 2023	BUY	$36.23 - $48.5 $133,036 - $178,092	3,672 Added 14.14%	29,646 $1.11 Million
Q4 2022 Feb 09, 2023	SELL	$40.23 - $47.95 $60,063 - $71,589	-1,493 Reduced 5.44%	25,974 $1.07 Million
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $1,867 - $54,863	-1,205 Reduced 4.2%	27,467 $1.11 Million
Q2 2022 Aug 11, 2022	BUY	$37.43 - $49.33 $153,912 - $202,844	4,112 Added 16.74%	28,672 $1.12 Million
Q1 2022 May 06, 2022	BUY	$45.81 - $59.06 $337,848 - $435,567	7,375 Added 42.92%	24,560 $1.19 Million
Q4 2021 Feb 09, 2022	BUY	$45.31 - $52.0 $860 - $988	19 Added 0.11%	17,185 $825,000
Q3 2021 Nov 09, 2021	SELL	$42.32 - $51.15 $19,551 - $23,631	-462 Reduced 2.62%	17,166 $797,000
Q2 2021 Aug 04, 2021	SELL	$39.48 - $47.9 $11,093 - $13,459	-281 Reduced 1.57%	17,628 $798,000
Q1 2021 May 11, 2021	SELL	$29.7 - $40.81 $308,434 - $423,811	-10,385 Reduced 36.7%	17,909 $700,000
Q4 2020 Feb 10, 2021	SELL	$21.14 - $30.35 $25,621 - $36,784	-1,212 Reduced 4.11%	28,294 $854,000
Q3 2020 Oct 28, 2020	BUY	$22.83 - $26.35 $43,582 - $50,302	1,909 Added 6.92%	29,506 $694,000
Q2 2020 Aug 12, 2020	SELL	$22.53 - $33.32 $267,566 - $395,708	-11,876 Reduced 30.09%	27,597 $706,000
Q1 2020 May 07, 2020	BUY	$25.25 - $53.75 $117,235 - $249,561	4,643 Added 13.33%	39,473 $1.13 Million
Q4 2019 Feb 12, 2020	BUY	$47.82 - $54.46 $1.67 Million - $1.9 Million	34,830 New	34,830 $1.87 Million

Others Institutions Holding WFC

# of Institutions

2,505

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

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 $282B
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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Soltis Investment Advisors LLC Wells Fargo & Company Transaction History