Spire Wealth Management Wells Fargo & Company Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Spire Wealth Management holds 16,677 shares of WFC stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,677

Previous 16,891 1.27%

Holding current value

$1.17 Million

Previous $1 Million 6.18%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$51.58 - $60.97 $11,038 - $13,047	-214 Reduced 1.27%	16,677 $941,000
Q2 2024 Jul 31, 2024	SELL	$56.41 - $62.34 $252,829 - $279,407	-4,482 Reduced 20.97%	16,891 $1 Million
Q1 2024 Apr 24, 2024	BUY	$46.44 - $57.96 $57,957 - $72,334	1,248 Added 6.2%	21,373 $1.24 Million
Q4 2023 Feb 06, 2024	BUY	$38.67 - $50.51 $3,867 - $5,051	100 Added 0.5%	20,125 $990,000
Q3 2023 Nov 08, 2023	SELL	$40.43 - $47.13 $238,253 - $277,737	-5,893 Reduced 22.74%	20,025 $818,000
Q2 2023 Aug 09, 2023	SELL	$36.72 - $42.68 $78,176 - $90,865	-2,129 Reduced 7.59%	25,918 $1.11 Million
Q1 2023 May 09, 2023	BUY	$36.23 - $48.5 $461,896 - $618,326	12,749 Added 83.34%	28,047 $1.05 Million
Q4 2022 Feb 03, 2023	SELL	$40.23 - $47.95 $226,897 - $270,438	-5,640 Reduced 26.94%	15,298 $632,000
Q3 2022 Nov 07, 2022	SELL	$1.55 - $45.53 $12,779 - $375,394	-8,245 Reduced 28.25%	20,938 $842,000
Q2 2022 Jul 22, 2022	SELL	$37.43 - $49.33 $437,257 - $576,273	-11,682 Reduced 28.59%	29,183 $1.14 Million
Q1 2022 Apr 18, 2022	SELL	$45.81 - $59.06 $349,255 - $450,273	-7,624 Reduced 15.72%	40,865 $1.99 Million
Q4 2021 Jan 14, 2022	BUY	$45.31 - $52.0 $619,115 - $710,528	13,664 Added 39.24%	48,489 $2.33 Million
Q3 2021 Oct 22, 2021	BUY	$42.32 - $51.15 $127,891 - $154,575	3,022 Added 9.5%	34,825 $1.63 Million
Q2 2021 Jul 26, 2021	SELL	$39.48 - $47.9 $354,846 - $430,525	-8,988 Reduced 22.03%	31,803 $1.47 Million
Q1 2021 May 21, 2021	BUY	$29.7 - $40.81 $1.21 Million - $1.66 Million	40,791 New	40,791 $1.6 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...

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Spire Wealth Management Wells Fargo & Company Transaction History