Sunbelt Securities, Inc. Wells Fargo & Company Transaction History

Sunbelt Securities, Inc.

$897 Million
Q2 2024

A detailed history of Sunbelt Securities, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 22,803 shares of WFC stock, worth $1.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

22,803

Previous 22,695 0.48%

Holding current value

$1.7 Million

Previous $1.32 Million 2.97%

% of portfolio

0.15%

Previous 0.16%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$56.41 - $62.34 $6,092 - $6,732	108 Added 0.48%	22,803 $1.35 Million
Q1 2024 Apr 15, 2024	SELL	$46.44 - $57.96 $35,433 - $44,223	-763 Reduced 3.25%	22,695 $1.32 Million
Q4 2023 Feb 14, 2024	BUY	$38.67 - $50.51 $22,351 - $29,194	578 Added 2.53%	23,458 $1.15 Million
Q3 2023 Dec 11, 2023	BUY	$40.43 - $47.13 $1,576 - $1,838	39 Added 0.17%	22,880 $934,000
Q2 2023 Aug 15, 2023	BUY	$36.72 - $42.68 $4,663 - $5,420	127 Added 0.56%	22,841 $974,000
Q1 2023 May 17, 2023	SELL	$36.23 - $48.5 $30,795 - $41,225	-850 Reduced 3.61%	22,714 $849,000
Q4 2022 Feb 08, 2023	SELL	$40.23 - $47.95 $65,293 - $77,822	-1,623 Reduced 6.44%	23,564 $972,000
Q3 2022 Nov 21, 2022	BUY	$1.55 - $45.53 $987 - $29,002	637 Added 2.59%	25,187 $1.01 Million
Q2 2022 Oct 03, 2022	SELL	$37.43 - $49.33 $3,069 - $4,045	-82 Reduced 0.33%	24,550 $962,000
Q1 2022 May 16, 2022	SELL	$45.81 - $59.06 $244,304 - $314,966	-5,333 Reduced 17.8%	24,632 $1.23 Million
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $314,859 - $361,348	-6,949 Reduced 18.82%	29,965 $1.76 Million
Q2 2021 Jul 29, 2021	SELL	$39.48 - $47.9 $1.79 Million - $2.17 Million	-45,372 Reduced 55.14%	36,914 $1.64 Million
Q1 2021 May 27, 2021	SELL	$29.7 - $40.81 $800,682 - $1.1 Million	-26,959 Reduced 24.68%	82,286 $3.22 Million
Q4 2020 Feb 09, 2021	BUY	$21.14 - $30.35 $504,738 - $724,636	23,876 Added 27.97%	109,245 $3.3 Million
Q3 2020 Nov 17, 2020	BUY	$22.83 - $26.35 $192,867 - $222,604	8,448 Added 10.98%	85,369 $2.01 Million
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $77,660 - $114,854	3,447 Added 4.69%	76,921 $1.97 Million
Q1 2020 May 15, 2020	SELL	$25.25 - $53.75 $1.91 Million - $4.06 Million	-75,627 Reduced 50.72%	73,474 $2.12 Million
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $1.01 Million - $1.15 Million	21,135 Added 16.52%	149,101 $2 Billion
Q3 2019 Nov 15, 2019	BUY	$43.38 - $50.71 $4.56 Million - $5.33 Million	105,082 Added 459.19%	127,966 $6.46 Million
Q2 2019 Aug 01, 2019	BUY	$44.37 - $49.17 $19,389 - $21,487	437 Added 1.95%	22,884 $1.08 Million
Q1 2019 May 15, 2019	SELL	$46.57 - $51.73 $292,971 - $325,433	-6,291 Reduced 21.89%	22,447 $1.09 Million
Q4 2018 Feb 14, 2019	BUY	$43.6 - $54.46 $342,652 - $428,001	7,859 Added 37.64%	28,738 $1.32 Million
Q3 2018 Nov 14, 2018	BUY	$52.56 - $59.19 $1,892 - $2,130	36 Added 0.17%	20,879 $1.1 Million
Q2 2018 Aug 08, 2018	BUY	$50.39 - $56.18 $112,470 - $125,393	2,232 Added 11.99%	20,843 $1.16 Million
Q1 2018 May 09, 2018	BUY	$50.98 - $65.93 $12,337 - $15,955	242 Added 1.32%	18,611 $975,000
Q4 2017 Feb 06, 2018	BUY	$53.19 - $61.61 $977,047 - $1.13 Million	18,369	18,369 $1.11 Million

Others Institutions Holding WFC

# of Institutions

2,505

Shares Held

2.27B

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 $282B
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 Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account

Sunbelt Securities, Inc. Wells Fargo & Company Transaction History