Transform Wealth, LLC Wells Fargo & Company Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Transform Wealth, LLC holds 40,187 shares of WFC stock, worth $2.92 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

40,187

Previous 228,595 82.42%

Holding current value

$2.92 Million

Previous $12.9 Million 78.13%

% of portfolio

0.16%

Previous 0.88%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$54.98 - $77.35 $10.4 Million - $14.6 Million	-188,408 Reduced 82.42%	40,187 $2.82 Million
Q3 2024 Oct 15, 2024	BUY	$51.58 - $60.97 $6.36 Million - $7.52 Million	123,326 Added 117.15%	228,595 $12.9 Million
Q2 2024 Jul 15, 2024	BUY	$56.41 - $62.34 $5.58 Million - $6.17 Million	98,907 Added 1554.65%	105,269 $6.25 Million
Q1 2024 Apr 15, 2024	BUY	$46.44 - $57.96 $88,328 - $110,239	1,902 Added 42.65%	6,362 $368,000
Q4 2023 Jan 18, 2024	BUY	$38.67 - $50.51 $172,468 - $225,274	4,460 New	4,460 $219,000
Q2 2023 Jul 13, 2023	SELL	$36.72 - $42.68 $74,688 - $86,811	-2,034 Reduced 23.34%	6,680 $285,000
Q1 2023 Apr 14, 2023	BUY	$36.23 - $48.5 $315,708 - $422,629	8,714 New	8,714 $325,000
Q2 2020 Jul 22, 2020	SELL	$22.53 - $33.32 $319,565 - $472,610	-14,184 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$25.25 - $53.75 $53,151 - $113,143	2,105 Added 17.43%	14,184 $407,000
Q4 2019 Jan 24, 2020	BUY	$47.82 - $54.46 $108,742 - $123,842	2,274 Added 23.19%	12,079 $650,000
Q3 2019 Oct 24, 2019	SELL	$43.38 - $50.71 $280,711 - $328,144	-6,471 Reduced 39.76%	9,805 $495,000
Q2 2019 Jul 30, 2019	BUY	$44.37 - $49.17 $722,166 - $800,290	16,276 New	16,276 $770,000
Q4 2018 Jan 30, 2019	SELL	$43.6 - $54.46 $497,650 - $621,606	-11,414 Closed	0 $0
Q2 2018 Aug 03, 2018	SELL	$50.39 - $56.18 $881,875 - $983,206	-17,501 Reduced 60.53%	11,414 $633,000
Q1 2018 May 03, 2018	BUY	$50.98 - $65.93 $19,831 - $25,646	389 Added 1.36%	28,915 $1.52 Million
Q4 2017 Feb 08, 2018	BUY	$53.19 - $61.61 $43,934 - $50,889	826 Added 2.98%	28,526 $1.73 Million
Q3 2017 Oct 19, 2017	BUY	$49.58 - $55.15 $1.37 Million - $1.53 Million	27,700	27,700 $1.53 Million

Others Institutions Holding WFC

# of Institutions

2,857

Shares Held

2.31B

Call Options Held

67.4M

Put Options Held

55.1M

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 $276B
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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Transform Wealth, LLC Wells Fargo & Company Transaction History