United Asset Strategies, Inc. Wells Fargo & Company Transaction History

United Asset Strategies, Inc.

$1.07 Billion
Q3 2024

A detailed history of United Asset Strategies, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, United Asset Strategies, Inc. holds 39,993 shares of WFC stock, worth $2.75 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

39,993

Previous 39,794 0.5%

Holding current value

$2.75 Million

Previous $2.36 Million 4.44%

% of portfolio

0.21%

Previous 0.23%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$51.58 - $60.97 $10,264 - $12,133	199 Added 0.5%	39,993 $2.26 Million
Q2 2024 Aug 01, 2024	SELL	$56.41 - $62.34 $78,184 - $86,403	-1,386 Reduced 3.37%	39,794 $2.36 Million
Q1 2024 Apr 23, 2024	SELL	$46.44 - $57.96 $46,068 - $57,496	-992 Reduced 2.35%	41,180 $2.39 Million
Q4 2023 Jan 30, 2024	SELL	$38.67 - $50.51 $58,353 - $76,219	-1,509 Reduced 3.45%	42,172 $2.08 Million
Q3 2023 Nov 07, 2023	SELL	$40.43 - $47.13 $162,811 - $189,792	-4,027 Reduced 8.44%	43,681 $1.78 Million
Q2 2023 Jul 25, 2023	BUY	$36.72 - $42.68 $6,058 - $7,042	165 Added 0.35%	47,708 $2.04 Million
Q1 2023 Apr 25, 2023	BUY	$36.23 - $48.5 $181,693 - $243,227	5,015 Added 11.79%	47,543 $1.78 Million
Q4 2022 Jan 26, 2023	SELL	$40.23 - $47.95 $20,074 - $23,927	-499 Reduced 1.16%	42,528 $0
Q3 2022 Oct 24, 2022	BUY	$1.55 - $45.53 $415 - $12,202	268 Added 0.63%	43,027 $1.73 Million
Q2 2022 Aug 15, 2022	BUY	$37.43 - $49.33 $52,813 - $69,604	1,411 Added 3.41%	42,759 $1.68 Million
Q1 2022 Apr 29, 2022	BUY	$45.81 - $59.06 $19,744 - $25,454	431 Added 1.05%	41,348 $2 Million
Q4 2021 Jan 31, 2022	SELL	$45.31 - $52.0 $60,126 - $69,004	-1,327 Reduced 3.14%	40,917 $1.96 Million
Q3 2021 Oct 21, 2021	SELL	$42.32 - $51.15 $1.41 Million - $1.71 Million	-33,425 Reduced 44.17%	42,244 $1.96 Million
Q2 2021 Jul 19, 2021	BUY	$39.48 - $47.9 $2.99 Million - $3.62 Million	75,669 New	75,669 $3.43 Million
Q2 2020 Aug 03, 2020	SELL	$22.53 - $33.32 $157,034 - $232,240	-6,970 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$25.25 - $53.75 $175,992 - $374,637	6,970 New	6,970 $200,000
Q4 2018 Feb 11, 2019	SELL	$43.6 - $54.46 $166,552 - $208,037	-3,820 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$52.56 - $59.19 $52 - $59	1 Added 0.03%	3,820 $201,000
Q2 2018 Aug 07, 2018	BUY	$50.39 - $56.18 $192,439 - $214,551	3,819 New	3,819 $212,000
Q1 2018 May 14, 2018	SELL	$50.98 - $65.93 $5.34 Million - $6.91 Million	-104,774 Closed	0 $0
Q4 2017 Feb 09, 2018	SELL	$53.19 - $61.61 $71,593 - $82,927	-1,346 Reduced 1.27%	104,774 $6.36 Million
Q3 2017 Nov 02, 2017	BUY	$49.58 - $55.15 $5.26 Million - $5.85 Million	106,120	106,120 $5.85 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 $261B
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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United Asset Strategies, Inc. Wells Fargo & Company Transaction History