Stokes Family Office, LLC Wells Fargo & Company Transaction History

Stokes Family Office, LLC

$883 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 05, 2024	BUY	$56.41 - $62.34 $206,122 - $227,790	3,654 New	3,654 $217,000
Q3 2023 Nov 13, 2023	SELL	$40.43 - $47.13 $102,651 - $119,663	-2,539 Reduced 15.84%	13,490 $551,000
Q2 2023 Aug 14, 2023	BUY	$36.72 - $42.68 $120,515 - $140,075	3,282 Added 25.75%	16,029 $684,000
Q1 2023 May 08, 2023	SELL	$36.23 - $48.5 $42,244 - $56,551	-1,166 Reduced 8.38%	12,747 $476,000
Q4 2022 Feb 14, 2023	SELL	$40.23 - $47.95 $105,000 - $125,149	-2,610 Reduced 15.8%	13,913 $574,000
Q3 2022 Nov 10, 2022	BUY	$1.55 - $45.53 $1,546 - $45,438	998 Added 6.43%	16,523 $665,000
Q2 2022 Aug 05, 2022	BUY	$37.43 - $49.33 $50,979 - $67,187	1,362 Added 9.62%	15,525 $608,000
Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $12,185 - $15,709	266 Added 1.91%	14,163 $686,000
Q4 2021 Feb 15, 2022	BUY	$45.31 - $52.0 $10,104 - $11,596	223 Added 1.63%	13,897 $667,000
Q3 2021 Nov 15, 2021	BUY	$42.32 - $51.15 $29,962 - $36,214	708 Added 5.46%	13,674 $635,000
Q2 2021 Aug 12, 2021	BUY	$39.48 - $47.9 $5,171 - $6,274	131 Added 1.02%	12,966 $587,000
Q1 2021 May 13, 2021	BUY	$29.7 - $40.81 $5,553 - $7,631	187 Added 1.48%	12,835 $501,000
Q4 2020 Feb 10, 2021	SELL	$21.14 - $30.35 $27,566 - $39,576	-1,304 Reduced 9.35%	12,648 $382,000
Q3 2020 Nov 12, 2020	SELL	$22.83 - $26.35 $141,819 - $163,686	-6,212 Reduced 30.81%	13,952 $328,000
Q2 2020 Aug 11, 2020	SELL	$22.53 - $33.32 $992,919 - $1.47 Million	-44,071 Reduced 68.61%	20,164 $516,000
Q1 2020 May 12, 2020	BUY	$25.25 - $53.75 $316,458 - $673,648	12,533 Added 24.24%	64,235 $1.84 Million
Q4 2019 Feb 10, 2020	BUY	$47.82 - $54.46 $2.47 Million - $2.82 Million	51,702 New	51,702 $2.8 Million

Others Institutions Holding WFC

# of Institutions

2,503

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$22.8 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$18.8 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.5 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.51 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.77 Billion
0.93% of portfolio

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 $281B
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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