Srs Capital Advisors, Inc. Wells Fargo & Company Transaction History

Srs Capital Advisors, Inc.

$901 Million
Q1 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 2,583 shares of WFC stock, worth $154,670. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,583

Previous 2,579 0.16%

Holding current value

$154,670

Previous $126,000 18.25%

% of portfolio

0.02%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$46.44 - $57.96 $185 - $231	4 Added 0.16%	2,583 $149,000
Q4 2023 Feb 06, 2024	SELL	$38.67 - $50.51 $18,986 - $24,800	-491 Reduced 15.99%	2,579 $126,000
Q3 2023 Nov 14, 2023	BUY	$40.43 - $47.13 $363 - $424	9 Added 0.29%	3,070 $125,000
Q2 2023 Aug 14, 2023	BUY	$36.72 - $42.68 $293 - $341	8 Added 0.26%	3,061 $130,000
Q1 2023 May 16, 2023	BUY	$36.23 - $48.5 $253 - $339	7 Added 0.23%	3,053 $114,000

Q4 2022 Feb 24, 2023	SELL	$40.23 - $47.95 $90,758 - $108,175	-2,256 Reduced 42.55%	3,046 $125,000
Q3 2022 Nov 03, 2022	SELL	$1.55 - $45.53 $534 - $15,707	-345 Reduced 6.11%	5,302 $213,000
Q2 2022 Aug 22, 2022	BUY	$37.43 - $49.33 $224 - $295	6 Added 0.11%	5,647 $221,000
Q1 2022 May 12, 2022	BUY	$45.81 - $59.06 $110,860 - $142,925	2,420 Added 75.13%	5,641 $273,000
Q4 2021 Feb 08, 2022	BUY	$45.31 - $52.0 $3,443 - $3,952	76 Added 2.42%	3,221 $155,000
Q3 2021 Nov 05, 2021	SELL	$42.32 - $51.15 $243,932 - $294,828	-5,764 Reduced 64.7%	3,145 $146,000
Q2 2021 Aug 02, 2021	SELL	$39.48 - $47.9 $8,922 - $10,825	-226 Reduced 2.47%	8,909 $403,000
Q4 2020 Feb 03, 2021	SELL	$21.14 - $30.35 $1,923 - $2,761	-91 Reduced 0.99%	9,135 $276,000
Q3 2020 Nov 12, 2020	BUY	$22.83 - $26.35 $1,917 - $2,213	84 Added 0.92%	9,226 $217,000
Q2 2020 Aug 06, 2020	BUY	$22.53 - $33.32 $1,329 - $1,965	59 Added 0.65%	9,142 $234,000
Q1 2020 May 13, 2020	SELL	$25.25 - $53.75 $128,068 - $272,620	-5,072 Reduced 35.83%	9,083 $261,000
Q4 2019 Feb 07, 2020	SELL	$47.82 - $54.46 $84,832 - $96,612	-1,774 Reduced 11.14%	14,155 $762,000
Q3 2019 Nov 01, 2019	BUY	$43.38 - $50.71 $34,009 - $39,756	784 Added 5.18%	15,929 $803,000
Q2 2019 Aug 08, 2019	BUY	$44.37 - $49.17 $9,495 - $10,522	214 Added 1.43%	15,145 $717,000
Q4 2018 Feb 06, 2019	BUY	$43.6 - $54.46 $15,172 - $18,952	348 Added 2.39%	14,931 $688,000
Q3 2018 Nov 06, 2018	SELL	$52.56 - $59.19 $2.14 Million - $2.41 Million	-40,769 Reduced 73.65%	14,583 $766,000
Q2 2018 Aug 21, 2018	BUY	$50.39 - $56.18 $26,555 - $29,606	527 Added 0.96%	55,352 $3.07 Million
Q1 2018 May 14, 2018	SELL	$50.98 - $65.93 $41,956 - $54,260	-823 Reduced 1.48%	54,825 $2.87 Million
Q4 2017 Feb 15, 2018	BUY	$53.19 - $61.61 $8,882 - $10,288	167 Added 0.3%	55,648 $3.38 Million
Q3 2017 Nov 15, 2017	BUY	$49.58 - $55.15 $2.75 Million - $3.06 Million	55,481	55,481 $3.06 Million

Others Institutions Holding WFC

# of Institutions

2,398

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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 $227B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Wells Fargo & Company Transaction History