Steward Partners Investment Advisory, LLC Wells Fargo & Company Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 118,977 shares of WFC stock, worth $8.62 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

118,977

Previous 121,353 1.96%

Holding current value

$8.62 Million

Previous $7.03 Million 0.47%

% of portfolio

0.08%

Previous 0.08%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$56.41 - $62.34 $134,030 - $148,119	-2,376 Reduced 1.96%	118,977 $7.07 Million
Q1 2024 May 15, 2024	BUY	$46.44 - $57.96 $3.16 Million - $3.94 Million	67,990 Added 127.41%	121,353 $7.03 Million
Q4 2023 Feb 12, 2024	BUY	$38.67 - $50.51 $11,330 - $14,799	293 Added 0.55%	53,363 $2.63 Million
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $143,324 - $167,075	3,545 Added 7.16%	53,070 $2.17 Million
Q2 2023 Aug 14, 2023	BUY	$36.72 - $42.68 $156,574 - $181,987	4,264 Added 9.42%	49,525 $2.11 Million
Q1 2023 May 15, 2023	SELL	$36.23 - $48.5 $193,613 - $259,184	-5,344 Reduced 10.56%	45,261 $1.69 Million
Q4 2022 Feb 15, 2023	SELL	$40.23 - $47.95 $10,982 - $13,090	-273 Reduced 0.54%	50,605 $2.09 Million
Q3 2022 Nov 10, 2022	BUY	$1.55 - $45.53 $1,973 - $57,959	1,273 Added 2.57%	50,878 $2.05 Million
Q2 2022 Aug 04, 2022	SELL	$37.43 - $49.33 $51,690 - $68,124	-1,381 Reduced 2.71%	49,605 $1.94 Million
Q1 2022 May 02, 2022	BUY	$45.81 - $59.06 $38,755 - $49,964	846 Added 1.69%	50,986 $2.47 Million
Q4 2021 Feb 08, 2022	BUY	$45.31 - $52.0 $223,740 - $256,776	4,938 Added 10.92%	50,140 $2.41 Million
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $57,047 - $68,950	-1,348 Reduced 2.9%	45,202 $2.1 Million
Q2 2021 Aug 13, 2021	SELL	$39.48 - $47.9 $440,557 - $534,516	-11,159 Reduced 19.34%	46,550 $2.11 Million
Q1 2021 May 14, 2021	BUY	$29.7 - $40.81 $383,545 - $527,020	12,914 Added 28.83%	57,709 $2.25 Million
Q4 2020 Feb 11, 2021	SELL	$21.14 - $30.35 $43,569 - $62,551	-2,061 Reduced 4.4%	44,795 $1.35 Million
Q3 2020 Oct 30, 2020	BUY	$22.83 - $26.35 $110,017 - $126,980	4,819 Added 11.46%	46,856 $1.1 Million
Q2 2020 Aug 06, 2020	SELL	$22.53 - $33.32 $330,424 - $488,671	-14,666 Reduced 25.86%	42,037 $1.08 Million
Q1 2020 Apr 29, 2020	SELL	$25.25 - $53.75 $268,710 - $572,007	-10,642 Reduced 15.8%	56,703 $1.63 Million
Q4 2019 Jan 17, 2020	SELL	$47.82 - $54.46 $298,014 - $339,394	-6,232 Reduced 8.47%	67,345 $3.62 Million
Q3 2019 Oct 30, 2019	BUY	$43.38 - $50.71 $41,427 - $48,428	955 Added 1.32%	73,577 $3.71 Million
Q2 2019 Jul 25, 2019	SELL	$44.37 - $49.17 $258,543 - $286,513	-5,827 Reduced 7.43%	72,622 $3.44 Million
Q1 2019 Apr 30, 2019	SELL	$46.57 - $51.73 $144,413 - $160,414	-3,101 Reduced 3.8%	78,449 $3.79 Million
Q4 2018 Jan 15, 2019	SELL	$43.6 - $54.46 $75,646 - $94,488	-1,735 Reduced 2.08%	81,550 $3.76 Million
Q3 2018 Oct 23, 2018	SELL	$52.56 - $59.19 $261,380 - $294,351	-4,973 Reduced 5.63%	83,285 $4.38 Million
Q2 2018 Jul 20, 2018	BUY	$50.39 - $56.18 $9,473 - $10,561	188 Added 0.21%	88,258 $4.89 Million
Q1 2018 Apr 20, 2018	SELL	$50.98 - $65.93 $333,307 - $431,050	-6,538 Reduced 6.91%	88,070 $4.62 Million
Q4 2017 Jan 19, 2018	BUY	$53.19 - $61.61 $52,019 - $60,254	978 Added 1.04%	94,608 $5.74 Million
Q3 2017 Nov 22, 2017	SELL	$49.58 - $55.15 $1.73 Million - $1.93 Million	-34,979 Reduced 27.2%	93,630 $5.16 Million
Q2 2017 Nov 22, 2017	SELL	N/A	-54,349 Reduced 29.71%	128,609 $7.13 Million
Q1 2017 Nov 22, 2017	BUY	N/A	153,005 Added 510.82%	182,958 $10.2 Million
Q4 2016 Nov 22, 2017	BUY	N/A	29,953	29,953 $1.65 Million

Others Institutions Holding WFC

# of Institutions

2,475

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

44M

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 $275B
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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Wells Fargo & Company Transaction History