A detailed history of Trinity Financial Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 24,317 shares of WFC stock, worth $1.85 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
24,317
Previous 24,060 1.07%
Holding current value
$1.85 Million
Previous $1.43 Million 3.92%
% of portfolio
0.56%
Previous 0.66%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$51.58 - $60.97 $13,256 - $15,669
257 Added 1.07%
24,317 $1.37 Million
Q2 2024

Jul 10, 2024

SELL
$56.41 - $62.34 $77,450 - $85,592
-1,373 Reduced 5.4%
24,060 $1.43 Million
Q1 2024

Apr 17, 2024

SELL
$46.44 - $57.96 $62,090 - $77,492
-1,337 Reduced 4.99%
25,433 $1.47 Million
Q4 2023

Feb 05, 2024

SELL
$38.67 - $50.51 $220,805 - $288,412
-5,710 Reduced 17.58%
26,770 $1.32 Million
Q3 2023

Oct 18, 2023

SELL
$40.43 - $47.13 $161,396 - $188,142
-3,992 Reduced 10.95%
32,480 $1.33 Million
Q2 2023

Jul 20, 2023

BUY
$36.72 - $42.68 $6,205 - $7,212
169 Added 0.47%
36,472 $1.56 Million
Q1 2023

Apr 10, 2023

BUY
$36.23 - $48.5 $16,158 - $21,631
446 Added 1.24%
36,303 $1.36 Million
Q4 2022

Jan 20, 2023

SELL
$40.23 - $47.95 $129,822 - $154,734
-3,227 Reduced 8.26%
35,857 $0
Q3 2022

Oct 24, 2022

BUY
$1.55 - $45.53 $4,569 - $134,222
2,948 Added 8.16%
39,084 $1.57 Million
Q2 2022

Jul 22, 2022

BUY
$37.43 - $49.33 $58,053 - $76,510
1,551 Added 4.48%
36,136 $1.42 Million
Q1 2022

Apr 27, 2022

SELL
$45.81 - $59.06 $52,818 - $68,096
-1,153 Reduced 3.23%
34,585 $1.68 Million
Q4 2021

Jan 18, 2022

SELL
$45.31 - $52.0 $57,996 - $66,560
-1,280 Reduced 3.46%
35,738 $1.72 Million
Q3 2021

Oct 21, 2021

BUY
$42.32 - $51.15 $233,183 - $281,836
5,510 Added 17.49%
37,018 $1.72 Million
Q2 2021

Oct 20, 2021

BUY
$39.48 - $47.9 $1.24 Million - $1.51 Million
31,508 New
31,508 $1.43 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $288B
  • 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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