Spears Abacus Advisors LLC Wells Fargo & Company Transaction History

Spears Abacus Advisors LLC

$4.73 Billion
Q3 2024

A detailed history of Spears Abacus Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Spears Abacus Advisors LLC holds 11,800 shares of WFC stock, worth $830,012. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,800

Previous 13,880 14.99%

Holding current value

$830,012

Previous $824,000 19.17%

% of portfolio

0.01%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$51.58 - $60.97 $107,286 - $126,817	-2,080 Reduced 14.99%	11,800 $666,000
Q1 2024 May 10, 2024	BUY	$46.44 - $57.96 $644,587 - $804,484	13,880 New	13,880 $804,000
Q2 2023 Aug 14, 2023	SELL	$36.72 - $42.68 $228,618 - $265,725	-6,226 Reduced 15.55%	33,821 $1.44 Million
Q1 2023 May 15, 2023	SELL	$36.23 - $48.5 $3,622 - $4,850	-100 Reduced 0.25%	40,047 $1.5 Million
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $4,022 - $4,795	100 Added 0.25%	40,147 $1.66 Million
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $516 - $15,161	-333 Reduced 0.82%	40,047 $1.61 Million
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $1,268 - $1,456	-28 Reduced 0.07%	40,380 $1.94 Million
Q4 2020 Feb 12, 2021	BUY	$21.14 - $30.35 $591 - $849	28 Added 0.07%	40,408 $1.22 Million
Q3 2020 Nov 16, 2020	SELL	$22.83 - $26.35 $2,283 - $2,635	-100 Reduced 0.25%	40,380 $949,000
Q2 2020 Aug 12, 2020	BUY	$22.53 - $33.32 $61,326 - $90,697	2,722 Added 7.21%	40,480 $1.04 Million
Q1 2020 May 15, 2020	BUY	$25.25 - $53.75 $2,853 - $6,073	113 Added 0.3%	37,758 $1.08 Million
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $215,381 - $245,287	4,504 Added 13.59%	37,645 $2.03 Million
Q3 2019 Nov 14, 2019	SELL	$43.38 - $50.71 $29,411 - $34,381	-678 Reduced 2.0%	33,141 $1.67 Million
Q2 2019 Aug 09, 2019	SELL	$44.37 - $49.17 $18,058 - $20,012	-407 Reduced 1.19%	33,819 $1.6 Million
Q4 2018 Feb 13, 2019	SELL	$43.6 - $54.46 $24,546 - $30,660	-563 Reduced 1.62%	34,226 $1.58 Million
Q3 2018 Nov 13, 2018	SELL	$52.56 - $59.19 $8,146 - $9,174	-155 Reduced 0.44%	34,789 $1.83 Million
Q2 2018 Aug 10, 2018	BUY	$50.39 - $56.18 $10,985 - $12,247	218 Added 0.63%	34,944 $1.94 Million
Q4 2017 Feb 14, 2018	BUY	$53.19 - $61.61 $111,220 - $128,826	2,091 Added 6.41%	34,726 $2.11 Million
Q2 2017 Aug 11, 2017	BUY	N/A	32,635	32,635 $1.81 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

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 $267B
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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Spears Abacus Advisors LLC Wells Fargo & Company Transaction History