True Private Wealth Advisors Wells Fargo & Company Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

A detailed history of True Private Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, True Private Wealth Advisors holds 22,248 shares of WFC stock, worth $1.58 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

22,248

Previous 23,985 7.24%

Holding current value

$1.58 Million

Previous $1.42 Million 11.8%

% of portfolio

0.16%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$51.58 - $60.97 $89,594 - $105,904	-1,737 Reduced 7.24%	22,248 $1.26 Million
Q2 2024 Jul 16, 2024	SELL	$56.41 - $62.34 $33,846 - $37,404	-600 Reduced 2.44%	23,985 $1.42 Million
Q1 2024 Apr 25, 2024	SELL	$46.44 - $57.96 $52,105 - $65,031	-1,122 Reduced 4.36%	24,585 $1.42 Million
Q4 2023 Jan 30, 2024	SELL	$38.67 - $50.51 $1,160 - $1,515	-30 Reduced 0.12%	25,707 $1.27 Million
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $10,350 - $12,065	256 Added 1.0%	25,737 $1.05 Million
Q1 2023 May 11, 2023	SELL	$36.23 - $48.5 $6,702 - $8,972	-185 Reduced 0.72%	25,481 $952,000
Q4 2022 Feb 14, 2023	BUY	$40.23 - $47.95 $40 - $47	1 Added 0.0%	25,666 $1.06 Million
Q1 2022 May 09, 2022	SELL	$45.81 - $59.06 $3,664 - $4,724	-80 Reduced 0.31%	25,665 $1.18 Million
Q4 2021 Feb 11, 2022	BUY	$45.31 - $52.0 $79,111 - $90,792	1,746 Added 7.28%	25,745 $1.24 Million
Q3 2021 Nov 05, 2021	BUY	$42.32 - $51.15 $44,097 - $53,298	1,042 Added 4.54%	23,999 $1.11 Million
Q2 2021 Aug 10, 2021	SELL	$39.48 - $47.9 $137,666 - $167,027	-3,487 Reduced 13.19%	22,957 $1.04 Million
Q1 2021 May 12, 2021	BUY	$29.7 - $40.81 $122,245 - $167,973	4,116 Added 18.43%	26,444 $1.03 Million
Q4 2020 Jan 11, 2021	BUY	$21.14 - $30.35 $31,710 - $45,525	1,500 Added 7.2%	22,328 $673,000
Q3 2020 Oct 09, 2020	SELL	$22.83 - $26.35 $74,722 - $86,243	-3,273 Reduced 13.58%	20,828 $489,000
Q2 2020 Jul 07, 2020	SELL	$22.53 - $33.32 $64,187 - $94,928	-2,849 Reduced 10.57%	24,101 $616,000
Q1 2020 Apr 20, 2020	SELL	$25.25 - $53.75 $190,031 - $404,522	-7,526 Reduced 21.83%	26,950 $773,000
Q4 2019 Jan 27, 2020	BUY	$47.82 - $54.46 $150,346 - $171,222	3,144 Added 10.03%	34,476 $1.85 Million
Q3 2019 Oct 09, 2019	SELL	$43.38 - $50.71 $280,842 - $328,296	-6,474 Reduced 17.12%	31,332 $1.58 Million
Q2 2019 Aug 01, 2019	SELL	$44.37 - $49.17 $85,190 - $94,406	-1,920 Reduced 4.83%	37,806 $1.79 Million
Q1 2019 Apr 25, 2019	SELL	$46.57 - $51.73 $171,750 - $190,780	-3,688 Reduced 8.49%	39,726 $1.92 Million
Q4 2018 Jan 14, 2019	SELL	$43.6 - $54.46 $37,016 - $46,236	-849 Reduced 1.92%	43,414 $2 Million
Q3 2018 Oct 18, 2018	BUY	$52.56 - $59.19 $132,556 - $149,277	2,522 Added 6.04%	44,263 $0
Q2 2018 Jul 13, 2018	SELL	$50.39 - $56.18 $18,190 - $20,280	-361 Reduced 0.86%	41,741 $2.31 Million
Q1 2018 Apr 25, 2018	SELL	$50.98 - $65.93 $29,211 - $37,777	-573 Reduced 1.34%	42,102 $2.21 Million
Q4 2017 Jan 19, 2018	BUY	$53.19 - $61.61 $172,867 - $200,232	3,250 Added 8.24%	42,675 $2.59 Million
Q3 2017 Oct 27, 2017	SELL	$49.58 - $55.15 $34,755 - $38,660	-701 Reduced 1.75%	39,425 $2.17 Million
Q2 2017 Aug 07, 2017	BUY	N/A	40,126	40,126 $2.22 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

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 $270B
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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True Private Wealth Advisors Wells Fargo & Company Transaction History