Traphagen Investment Advisors LLC Wells Fargo & Company Transaction History

Traphagen Investment Advisors LLC

  • $811 Million
  • Q2 2024

A detailed history of Traphagen Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 6,437 shares of WFC stock, worth $363,433. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,437
Previous 5,920 8.73%
Holding current value
$363,433
Previous $343 Million 99.89%
% of portfolio
0.05%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$56.41 - $62.34 $29,163 - $32,229
517 Added 8.73%
6,437 $382,000
Q1 2024

May 15, 2024
BUY
$46.44 - $57.96 $274,924 - $343,123
5,920 New
5,920 $343 Million
Q4 2023

Jun 17, 2024
BUY
$38.67 - $50.51 $18,368 - $23,992
475 Added 8.02%
6,395 $315 Million
Q3 2023

Jun 17, 2024
BUY
$40.43 - $47.13 $18,799 - $21,915
465 Added 7.85%
6,385 $261 Million
Q2 2023

Jun 17, 2024
BUY
$36.72 - $42.68 $273,380 - $317,752
7,445 Added 125.76%
13,365 $570 Million
Q1 2023

Jun 17, 2024
SELL
$36.23 - $48.5 $10,868 - $14,550
-300 Reduced 3.25%
8,921 $333 Million
Q4 2022

Jun 17, 2024
BUY
$40.23 - $47.95 $132,799 - $158,282
3,301 Added 55.76%
9,221 $278 Million
Q3 2022

Jun 17, 2024
BUY
$1.55 - $45.53 $23 - $682
15 Added 0.17%
8,835 $355 Million
Q2 2022

Jun 17, 2024
BUY
$37.43 - $49.33 $108,547 - $143,057
2,900 Added 48.99%
8,820 $345 Million
Q1 2022

Jun 17, 2024
SELL
$45.81 - $59.06 $130,329 - $168,025
-2,845 Reduced 36.46%
4,958 $240 Million
Q4 2021

Jun 17, 2024
BUY
$45.31 - $52.0 $85,318 - $97,916
1,883 Added 31.81%
7,803 $374 Million
Q3 2021

Jun 17, 2024
SELL
$42.32 - $51.15 $12,399 - $14,986
-293 Reduced 3.55%
7,953 $369 Million
Q2 2021

Jun 17, 2024
SELL
$39.48 - $47.9 $3,474 - $4,215
-88 Reduced 1.06%
8,246 $373 Million
Q1 2021

Jun 17, 2024
BUY
$29.7 - $40.81 $71,695 - $98,515
2,414 Added 40.78%
8,334 $326 Million
Q4 2020

Jun 17, 2024
SELL
$21.14 - $30.35 $42,280 - $60,700
-2,000 Reduced 18.68%
8,707 $263 Million
Q3 2020

Jun 17, 2024
SELL
$22.83 - $26.35 $22,190 - $25,612
-972 Reduced 8.32%
10,707 $252 Million
Q2 2020

Jun 17, 2024
BUY
$22.53 - $33.32 $129,750 - $191,889
5,759 Added 97.28%
11,679 $299 Million
Q1 2020

Jun 17, 2024
BUY
$25.25 - $53.75 $215,811 - $459,401
8,547 Added 144.38%
14,467 $415 Million
Q4 2019

Jun 17, 2024
BUY
$47.82 - $54.46 $372,996 - $424,788
7,800 Added 131.76%
13,720 $738 Million
Q3 2019

Jun 17, 2024
BUY
$43.38 - $50.71 $335,804 - $392,546
7,741 Added 130.76%
13,661 $689 Million
Q2 2019

Jun 17, 2024
BUY
$44.37 - $49.17 $315,426 - $349,549
7,109 Added 120.08%
13,029 $617 Million
Q1 2019

Jun 17, 2024
BUY
$46.57 - $51.73 $255,157 - $283,428
5,479 Added 92.55%
11,399 $551 Million

Others Institutions Holding WFC

# of Institutions
2,487
Shares Held
2.39B
Call Options Held
44.2M
Put Options Held
43.9M
View Full List

About WELLS FARGO & COMPANY

WFC Quotes by TradingView
  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $214B
  • 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

Track Traphagen Investment Advisors LLC Portfolio

Follow Traphagen Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email