A detailed history of Sound View Wealth Advisors Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,290 shares of WFC stock, worth $430,182. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,290
Previous 8,046 9.4%
Holding current value
$430,182
Previous $396,000 6.57%
% of portfolio
0.05%
Previous 0.04%

Shares

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

May 09, 2024

SELL
$46.44 - $57.96 $35,108 - $43,817
-756 Reduced 9.4%
7,290 $422,000
Q4 2023

Feb 08, 2024

SELL
$38.67 - $50.51 $20,495 - $26,770
-530 Reduced 6.18%
8,046 $396,000
Q3 2023

Nov 07, 2023

BUY
$40.43 - $47.13 $9,137 - $10,651
226 Added 2.71%
8,576 $350,000
Q2 2023

Aug 08, 2023

SELL
$36.72 - $42.68 $312,634 - $363,377
-8,514 Reduced 50.49%
8,350 $356,000
Q1 2023

May 12, 2023

BUY
$36.23 - $48.5 $81,227 - $108,737
2,242 Added 15.33%
16,864 $630,000
Q4 2022

Feb 08, 2023

SELL
$40.23 - $47.95 $63,000 - $75,089
-1,566 Reduced 9.67%
14,622 $603,000
Q3 2022

Nov 08, 2022

BUY
$1.55 - $45.53 $20 - $591
13 Added 0.08%
16,188 $651,000
Q2 2022

Aug 05, 2022

BUY
$37.43 - $49.33 $411 - $542
11 Added 0.07%
16,175 $634,000
Q1 2022

May 11, 2022

SELL
$45.81 - $59.06 $1,740 - $2,244
-38 Reduced 0.23%
16,164 $783,000
Q4 2021

Jan 20, 2022

BUY
$45.31 - $52.0 $397,504 - $456,196
8,773 Added 118.09%
16,202 $777,000
Q3 2021

Oct 21, 2021

SELL
$42.32 - $51.15 $18,155 - $21,943
-429 Reduced 5.46%
7,429 $345,000
Q2 2021

Jul 21, 2021

SELL
$39.48 - $47.9 $39,993 - $48,522
-1,013 Reduced 11.42%
7,858 $356,000
Q1 2021

Apr 28, 2021

BUY
$29.7 - $40.81 $6,088 - $8,366
205 Added 2.37%
8,871 $347,000
Q4 2020

Feb 02, 2021

SELL
$21.14 - $30.35 $27,376 - $39,303
-1,295 Reduced 13.0%
8,666 $262,000
Q3 2020

Nov 09, 2020

SELL
$22.83 - $26.35 $20,067 - $23,161
-879 Reduced 8.11%
9,961 $234,000
Q2 2020

Aug 07, 2020

BUY
$22.53 - $33.32 $15,703 - $23,224
697 Added 6.87%
10,840 $278,000
Q1 2020

May 12, 2020

SELL
$25.25 - $53.75 $51,535 - $109,703
-2,041 Reduced 16.75%
10,143 $291,000
Q4 2019

Jan 27, 2020

SELL
$47.82 - $54.46 $19,654 - $22,383
-411 Reduced 3.26%
12,184 $656,000
Q3 2019

Nov 07, 2019

SELL
$43.38 - $50.71 $58,085 - $67,900
-1,339 Reduced 9.61%
12,595 $635,000
Q2 2019

Aug 07, 2019

BUY
$44.37 - $49.17 $618,251 - $685,134
13,934 New
13,934 $659,000

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 $224B
  • 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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