Triangle Securities Wealth Management Wells Fargo & Company Transaction History

Triangle Securities Wealth Management

$374 Million
Q4 2024

A detailed history of Triangle Securities Wealth Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Triangle Securities Wealth Management holds 35,061 shares of WFC stock, worth $2.8 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

35,061

Previous 35,691 1.77%

Holding current value

$2.8 Million

Previous $2.02 Million 22.18%

% of portfolio

0.66%

Previous 0.53%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$54.98 - $77.35 $34,637 - $48,730	-630 Reduced 1.77%	35,061 $2.46 Million
Q3 2024 Nov 14, 2024	SELL	$51.58 - $60.97 $50,238 - $59,384	-974 Reduced 2.66%	35,691 $2.02 Million
Q2 2024 Jul 10, 2024	SELL	$56.41 - $62.34 $48,061 - $53,113	-852 Reduced 2.27%	36,665 $2.18 Million
Q1 2024 Apr 10, 2024	SELL	$46.44 - $57.96 $1,625 - $2,028	-35 Reduced 0.09%	37,517 $2.17 Million
Q4 2023 Jan 10, 2024	SELL	$38.67 - $50.51 $25,058 - $32,730	-648 Reduced 1.7%	37,552 $1.85 Million
Q3 2023 Oct 10, 2023	SELL	$40.43 - $47.13 $46,171 - $53,822	-1,142 Reduced 2.9%	38,200 $1.56 Million
Q2 2023 Jul 13, 2023	SELL	$36.72 - $42.68 $62,460 - $72,598	-1,701 Reduced 4.14%	39,342 $1.68 Million
Q1 2023 Apr 20, 2023	SELL	$36.23 - $48.5 $21,737 - $29,100	-600 Reduced 1.44%	41,043 $1.53 Million
Q4 2022 Jan 11, 2023	SELL	$40.23 - $47.95 $8,568 - $10,213	-213 Reduced 0.51%	41,643 $0
Q3 2022 Oct 19, 2022	BUY	$1.55 - $45.53 $624 - $18,348	403 Added 0.97%	41,856 $1.68 Million
Q2 2022 Jul 11, 2022	BUY	$37.43 - $49.33 $33,200 - $43,755	887 Added 2.19%	41,453 $1.62 Million
Q1 2022 Apr 13, 2022	SELL	$45.81 - $59.06 $124,878 - $160,997	-2,726 Reduced 6.3%	40,566 $1.97 Million
Q4 2021 Jan 14, 2022	BUY	$45.31 - $52.0 $32,623 - $37,440	720 Added 1.69%	43,292 $2.08 Million
Q3 2021 Oct 14, 2021	BUY	$42.32 - $51.15 $113,586 - $137,286	2,684 Added 6.73%	42,572 $1.98 Million
Q2 2021 Jul 12, 2021	BUY	$39.48 - $47.9 $25,701 - $31,182	651 Added 1.66%	39,888 $1.81 Million
Q1 2021 Apr 12, 2021	BUY	$29.7 - $40.81 $2,970 - $4,081	100 Added 0.26%	39,237 $1.53 Million
Q4 2020 Jan 11, 2021	SELL	$21.14 - $30.35 $48,812 - $70,078	-2,309 Reduced 5.57%	39,137 $1.18 Million
Q3 2020 Oct 09, 2020	SELL	$22.83 - $26.35 $9,953 - $11,488	-436 Reduced 1.04%	41,446 $974,000
Q2 2020 Jul 08, 2020	BUY	$22.53 - $33.32 $113,911 - $168,465	5,056 Added 13.73%	41,882 $1.07 Million
Q1 2020 Apr 06, 2020	SELL	$25.25 - $53.75 $273,760 - $582,757	-10,842 Reduced 22.74%	36,826 $1.06 Million
Q4 2019 Jan 09, 2020	SELL	$47.82 - $54.46 $44,663 - $50,865	-934 Reduced 1.92%	47,668 $2.57 Million
Q3 2019 Oct 15, 2019	BUY	$43.38 - $50.71 $101,986 - $119,219	2,351 Added 5.08%	48,602 $2.45 Million
Q2 2019 Jul 10, 2019	BUY	$44.37 - $49.17 $4,836 - $5,359	109 Added 0.24%	46,251 $2.2 Million
Q1 2019 Apr 08, 2019	SELL	$46.57 - $51.73 $27,429 - $30,468	-589 Reduced 1.26%	46,142 $2.23 Million
Q4 2018 Jan 17, 2019	SELL	$43.6 - $54.46 $124,085 - $154,993	-2,846 Reduced 5.74%	46,731 $2.15 Million
Q3 2018 Oct 04, 2018	BUY	$52.56 - $59.19 $3,258 - $3,669	62 Added 0.13%	49,577 $2.61 Million
Q2 2018 Jul 12, 2018	BUY	$50.39 - $56.18 $5,190 - $5,786	103 Added 0.21%	49,515 $2.75 Million
Q1 2018 Apr 11, 2018	SELL	$50.98 - $65.93 $2,956 - $3,823	-58 Reduced 0.12%	49,412 $2.59 Million
Q4 2017 Jan 10, 2018	BUY	$53.19 - $61.61 $21,914 - $25,383	412 Added 0.84%	49,470 $3 Million
Q3 2017 Oct 11, 2017	BUY	$49.58 - $55.15 $2.43 Million - $2.71 Million	49,058	49,058 $2.71 Million

Others Institutions Holding WFC

# of Institutions

2,830

Shares Held

2.31B

Call Options Held

67.5M

Put Options Held

55M

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 $304B
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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Triangle Securities Wealth Management Wells Fargo & Company Transaction History