Valeo Financial Advisors, LLC Wells Fargo & Company Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 49,062 shares of WFC stock, worth $3.87 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

49,062

Previous 48,747 0.65%

Holding current value

$3.87 Million

Previous $2.75 Million 25.22%

% of portfolio

0.09%

Previous 0.07%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$54.98 - $77.35 $17,318 - $24,365	315 Added 0.65%	49,062 $3.45 Million
Q3 2024 Oct 10, 2024	SELL	$51.58 - $60.97 $112,186 - $132,609	-2,175 Reduced 4.27%	48,747 $2.75 Million
Q2 2024 Jul 10, 2024	BUY	$56.41 - $62.34 $94,035 - $103,920	1,667 Added 3.38%	50,922 $3.02 Million
Q1 2024 Apr 25, 2024	SELL	$46.44 - $57.96 $23,312 - $29,095	-502 Reduced 1.01%	49,255 $2.85 Million
Q1 2024 Apr 19, 2024	SELL	$46.44 - $57.96 $283,655 - $354,019	-6,108 Reduced 10.93%	49,757 $2.88 Million
Q4 2023 Jan 29, 2024	SELL	$38.67 - $50.51 $388,672 - $507,676	-10,051 Reduced 15.25%	55,865 $2.75 Million
Q3 2023 Oct 19, 2023	BUY	$40.43 - $47.13 $215,491 - $251,202	5,330 Added 8.8%	65,916 $2.69 Million
Q2 2023 Jul 14, 2023	BUY	$36.72 - $42.68 $123,893 - $144,002	3,374 Added 5.9%	60,586 $2.59 Million
Q1 2023 Apr 17, 2023	SELL	$36.23 - $48.5 $99,777 - $133,569	-2,754 Reduced 4.59%	57,212 $2.14 Million
Q4 2022 Feb 09, 2023	BUY	$40.23 - $47.95 $282,937 - $337,232	7,033 Added 13.29%	59,966 $2.48 Million
Q3 2022 Oct 31, 2022	SELL	$1.55 - $45.53 $1,585 - $46,577	-1,023 Reduced 1.9%	52,933 $2.13 Million
Q2 2022 Aug 03, 2022	SELL	$37.43 - $49.33 $53,487 - $70,492	-1,429 Reduced 2.58%	53,956 $2.11 Million
Q1 2022 Apr 28, 2022	BUY	$45.81 - $59.06 $32,708 - $42,168	714 Added 1.31%	55,385 $2.68 Million
Q4 2021 Jan 07, 2022	SELL	$45.31 - $52.0 $18,667 - $21,424	-412 Reduced 0.75%	54,671 $2.62 Million
Q3 2021 Nov 02, 2021	BUY	$42.32 - $51.15 $244,271 - $295,237	5,772 Added 11.71%	55,083 $2.56 Million
Q2 2021 Jul 22, 2021	SELL	$39.48 - $47.9 $76,275 - $92,542	-1,932 Reduced 3.77%	49,311 $2.23 Million
Q1 2021 Apr 12, 2021	SELL	$29.7 - $40.81 $16,988 - $23,343	-572 Reduced 1.1%	51,243 $2 Million
Q4 2020 Feb 11, 2021	SELL	$21.14 - $30.35 $18,645 - $26,768	-882 Reduced 1.67%	51,815 $1.56 Million
Q3 2020 Oct 28, 2020	SELL	$22.83 - $26.35 $386,237 - $445,789	-16,918 Reduced 24.3%	52,697 $1.24 Million
Q2 2020 Jul 20, 2020	SELL	$22.53 - $33.32 $11,039 - $16,326	-490 Reduced 0.7%	69,615 $1.78 Million
Q1 2020 Apr 13, 2020	SELL	$25.25 - $53.75 $112,110 - $238,650	-4,440 Reduced 5.96%	70,105 $2.32 Million
Q4 2019 Jan 24, 2020	SELL	$47.82 - $54.46 $342,247 - $389,770	-7,157 Reduced 8.76%	74,545 $4.01 Million
Q3 2019 Oct 15, 2019	BUY	$43.38 - $50.71 $203,105 - $237,424	4,682 Added 6.08%	81,702 $4.12 Million
Q2 2019 Jul 10, 2019	BUY	$44.37 - $49.17 $288,582 - $319,801	6,504 Added 9.22%	77,020 $3.65 Million
Q1 2019 Apr 12, 2019	SELL	$46.57 - $51.73 $130,209 - $144,637	-2,796 Reduced 3.81%	70,516 $3.41 Million
Q4 2018 Jan 30, 2019	SELL	$43.6 - $54.46 $701,480 - $876,206	-16,089 Reduced 18.0%	73,312 $3.38 Million
Q3 2018 Nov 01, 2018	SELL	$52.56 - $59.19 $212,815 - $239,660	-4,049 Reduced 4.33%	89,401 $4.76 Million
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $376,211 - $419,439	7,466 Added 8.68%	93,450 $5.39 Million
Q1 2018 Apr 12, 2018	SELL	$50.98 - $65.93 $53,325 - $68,962	-1,046 Reduced 1.2%	85,984 $4.51 Million
Q4 2017 Feb 09, 2018	BUY	$53.19 - $61.61 $831,412 - $963,025	15,631 Added 21.89%	87,030 $5.28 Million
Q3 2017 Nov 14, 2017	BUY	$49.58 - $55.15 $3.54 Million - $3.94 Million	71,399	71,399 $3.94 Million

Others Institutions Holding WFC

# of Institutions

2,613

Shares Held

2.26B

Call Options Held

43.2M

Put Options Held

54.6M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $299B
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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Valeo Financial Advisors, LLC Wells Fargo & Company Transaction History