A detailed history of Valley National Advisers Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Valley National Advisers Inc holds 9,149 shares of WFC stock, worth $666,047. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,149
Previous 24,734 63.01%
Holding current value
$666,047
Previous $1.47 Million 64.85%
% of portfolio
0.09%
Previous 0.22%

Shares

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

Oct 24, 2024

SELL
$51.58 - $60.97 $803,874 - $950,217
-15,585 Reduced 63.01%
9,149 $516,000
Q2 2024

Jul 18, 2024

SELL
$56.41 - $62.34 $33,225 - $36,718
-589 Reduced 2.33%
24,734 $1.47 Million
Q1 2024

Apr 19, 2024

SELL
$46.44 - $57.96 $7,291 - $9,099
-157 Reduced 0.62%
25,323 $1.47 Million
Q4 2023

Jan 25, 2024

BUY
$38.67 - $50.51 $40,100 - $52,378
1,037 Added 4.24%
25,480 $1.25 Million
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $36,144 - $42,134
-894 Reduced 3.53%
24,443 $999,000
Q2 2023

Jul 31, 2023

SELL
$36.72 - $42.68 $40,208 - $46,734
-1,095 Reduced 4.14%
25,337 $1.08 Million
Q1 2023

Apr 26, 2023

SELL
$36.23 - $48.5 $10,180 - $13,628
-281 Reduced 1.05%
26,432 $1.1 Million
Q4 2022

Jan 12, 2023

SELL
$40.23 - $47.95 $40,069 - $47,758
-996 Reduced 3.59%
26,713 $1.14 Million
Q3 2022

Nov 08, 2022

SELL
$1.55 - $45.53 $361 - $10,608
-233 Reduced 0.83%
27,709 $1.24 Million
Q2 2022

Jul 15, 2022

SELL
$37.43 - $49.33 $6,063 - $7,991
-162 Reduced 0.58%
27,942 $1.12 Million
Q1 2022

May 06, 2022

SELL
$45.81 - $59.06 $17,728 - $22,856
-387 Reduced 1.36%
28,104 $1.36 Million
Q4 2021

Feb 11, 2022

SELL
$45.31 - $52.0 $19,120 - $21,944
-422 Reduced 1.46%
28,491 $1.37 Million
Q3 2021

Nov 10, 2021

SELL
$42.32 - $51.15 $7,194 - $8,695
-170 Reduced 0.58%
28,913 $1.34 Million
Q2 2021

Aug 02, 2021

BUY
$39.48 - $47.9 $1,026 - $1,245
26 Added 0.09%
29,083 $1.32 Million
Q1 2021

May 07, 2021

BUY
$29.7 - $40.81 $46,896 - $64,438
1,579 Added 5.75%
29,057 $1.14 Million
Q4 2020

Feb 11, 2021

SELL
$21.14 - $30.35 $162,080 - $232,693
-7,667 Reduced 21.82%
27,478 $829,000
Q3 2020

Nov 13, 2020

SELL
$22.83 - $26.35 $43,947 - $50,723
-1,925 Reduced 5.19%
35,145 $826,000
Q2 2020

Aug 10, 2020

SELL
$22.53 - $33.32 $363,949 - $538,251
-16,154 Reduced 30.35%
37,070 $949,000
Q1 2020

May 13, 2020

SELL
$25.25 - $53.75 $125,997 - $268,212
-4,990 Reduced 8.57%
53,224 $1.53 Million
Q4 2019

Feb 13, 2020

SELL
$47.82 - $54.46 $103,960 - $118,396
-2,174 Reduced 3.6%
58,214 $3.13 Million
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $63,681 - $74,442
-1,468 Reduced 2.37%
60,388 $3.05 Million
Q2 2019

Aug 08, 2019

SELL
$44.37 - $49.17 $38,646 - $42,827
-871 Reduced 1.39%
61,856 $2.93 Million
Q1 2019

Apr 26, 2019

SELL
$46.57 - $51.73 $75,583 - $83,957
-1,623 Reduced 2.52%
62,727 $3.03 Million
Q4 2018

Feb 25, 2019

SELL
$43.6 - $54.46 $93,783 - $117,143
-2,151 Reduced 3.23%
64,350 $2.97 Million
Q3 2018

Nov 08, 2018

BUY
$52.56 - $59.19 $37,895 - $42,675
721 Added 1.1%
66,501 $3.5 Million
Q2 2018

Aug 14, 2018

BUY
$50.39 - $56.18 $56,436 - $62,921
1,120 Added 1.73%
65,780 $3.65 Million
Q1 2018

Apr 19, 2018

SELL
$50.98 - $65.93 $27,631 - $35,734
-542 Reduced 0.83%
64,660 $3.39 Million
Q4 2017

Feb 13, 2018

SELL
$53.19 - $61.61 $48,934 - $56,681
-920 Reduced 1.39%
65,202 $3.96 Million
Q3 2017

Nov 14, 2017

BUY
$49.58 - $55.15 $3.28 Million - $3.65 Million
66,122
66,122 $3.65 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 $276B
  • 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
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.