Valmark Advisers, Inc. Wells Fargo & Company Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,869 shares of WFC stock, worth $599,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,869

Previous 8,564 8.12%

Holding current value

$599,381

Previous $508,000 12.6%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$51.58 - $60.97 $35,848 - $42,374	-695 Reduced 8.12%	7,869 $444,000
Q2 2024 Jul 31, 2024	BUY	$56.41 - $62.34 $74,517 - $82,351	1,321 Added 18.24%	8,564 $508,000
Q1 2024 May 03, 2024	SELL	$46.44 - $57.96 $41,052 - $51,236	-884 Reduced 10.88%	7,243 $419,000
Q4 2023 Feb 02, 2024	SELL	$38.67 - $50.51 $256,575 - $335,133	-6,635 Reduced 44.95%	8,127 $400,000
Q3 2023 Nov 07, 2023	SELL	$40.43 - $47.13 $2,991 - $3,487	-74 Reduced 0.5%	14,762 $603,000
Q2 2023 Aug 02, 2023	SELL	$36.72 - $42.68 $6,536 - $7,597	-178 Reduced 1.19%	14,836 $633,000
Q1 2023 May 01, 2023	SELL	$36.23 - $48.5 $74,017 - $99,085	-2,043 Reduced 11.98%	15,014 $561,000
Q4 2022 Feb 06, 2023	BUY	$40.23 - $47.95 $273,483 - $325,964	6,798 Added 66.26%	17,057 $704,000
Q3 2022 Nov 02, 2022	BUY	$1.55 - $45.53 $606 - $17,802	391 Added 3.96%	10,259 $413,000
Q2 2022 Aug 01, 2022	BUY	$37.43 - $49.33 $74,111 - $97,673	1,980 Added 25.1%	9,868 $387,000
Q1 2022 May 10, 2022	BUY	$45.81 - $59.06 $3,985 - $5,138	87 Added 1.12%	7,888 $382,000
Q4 2021 Feb 02, 2022	BUY	$45.31 - $52.0 $77,933 - $89,440	1,720 Added 28.28%	7,801 $374,000
Q3 2021 Nov 09, 2021	SELL	$42.32 - $51.15 $11,257 - $13,605	-266 Reduced 4.19%	6,081 $282,000
Q2 2021 Aug 06, 2021	SELL	$39.48 - $47.9 $2,803 - $3,400	-71 Reduced 1.11%	6,347 $287,000
Q1 2021 May 04, 2021	BUY	$29.7 - $40.81 $190,614 - $261,918	6,418 New	6,418 $251,000
Q1 2020 May 01, 2020	SELL	$25.25 - $53.75 $165,337 - $351,955	-6,548 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$47.82 - $54.46 $34,956 - $39,810	731 Added 12.57%	6,548 $352,000
Q3 2019 Nov 06, 2019	BUY	$43.38 - $50.71 $35,701 - $41,734	823 Added 16.48%	5,817 $293,000
Q1 2019 May 10, 2019	SELL	$46.57 - $51.73 $2,607 - $2,896	-56 Reduced 1.11%	4,994 $241,000
Q4 2018 Feb 07, 2019	SELL	$43.6 - $54.46 $32,787 - $40,953	-752 Reduced 12.96%	5,050 $233,000
Q1 2018 May 07, 2018	BUY	$50.98 - $65.93 $25,082 - $32,437	492 Added 9.27%	5,802 $304,000
Q4 2017 Feb 09, 2018	BUY	$53.19 - $61.61 $282,438 - $327,149	5,310	5,310 $322,000

Others Institutions Holding WFC

# of Institutions

2,503

Shares Held

2.27B

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 $289B
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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Valmark Advisers, Inc. Wells Fargo & Company Transaction History