Visionary Wealth Advisors Wells Fargo & Company Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,444 shares of WFC stock, worth $407,102. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,444

Previous 5,593 2.66%

Holding current value

$407,102

Previous $392,000 0.51%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$66.78 - $81.42 $9,950 - $12,131	-149 Reduced 2.66%	5,444 $390,000
Q4 2024 Feb 13, 2025	SELL	$54.98 - $77.35 $9,071 - $12,762	-165 Reduced 2.87%	5,593 $392,000
Q3 2024 Nov 12, 2024	BUY	$51.58 - $60.97 $670 - $792	13 Added 0.23%	5,758 $325,000
Q2 2024 Aug 13, 2024	SELL	$56.41 - $62.34 $37,738 - $41,705	-669 Reduced 10.43%	5,745 $341,000
Q1 2024 May 15, 2024	SELL	$46.44 - $57.96 $36,687 - $45,788	-790 Reduced 10.97%	6,414 $371,000
Q4 2023 Feb 14, 2024	SELL	$38.67 - $50.51 $20,611 - $26,921	-533 Reduced 6.89%	7,204 $354,000
Q3 2023 Nov 13, 2023	SELL	$40.43 - $47.13 $32,060 - $37,374	-793 Reduced 9.3%	7,737 $316,000
Q2 2023 Aug 11, 2023	SELL	$36.72 - $42.68 $32,680 - $37,985	-890 Reduced 9.45%	8,530 $364,000
Q1 2023 May 15, 2023	BUY	$36.23 - $48.5 $12,354 - $16,538	341 Added 3.76%	9,420 $352,000
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $66,057 - $78,733	1,642 Added 22.08%	9,079 $375,000
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $3,608 - $105,993	-2,328 Reduced 23.84%	7,437 $299,000
Q2 2022 Aug 12, 2022	SELL	$37.43 - $49.33 $217,580 - $286,755	-5,813 Reduced 37.32%	9,765 $382,000
Q1 2022 May 12, 2022	BUY	$45.81 - $59.06 $184,293 - $237,598	4,023 Added 34.82%	15,578 $755,000
Q4 2021 Feb 14, 2022	BUY	$45.31 - $52.0 $205,073 - $235,352	4,526 Added 64.39%	11,555 $554,000
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $53,407 - $64,551	-1,262 Reduced 15.22%	7,029 $326,000
Q2 2021 Aug 13, 2021	BUY	$39.48 - $47.9 $47,060 - $57,096	1,192 Added 16.79%	8,291 $376,000
Q1 2021 May 18, 2021	SELL	$29.7 - $40.81 $3.02 Million - $4.15 Million	-101,770 Reduced 93.48%	7,099 $277,000
Q4 2020 Feb 16, 2021	BUY	$21.14 - $30.35 $63,842 - $91,657	3,020 Added 2.85%	108,869 $3.29 Million
Q3 2020 Nov 16, 2020	BUY	$22.83 - $26.35 $440,641 - $508,581	19,301 Added 22.3%	105,849 $2.49 Million
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $653,302 - $966,180	28,997 Added 50.38%	86,548 $2.22 Million
Q1 2020 May 15, 2020	BUY	$25.25 - $53.75 $214,751 - $457,143	8,505 Added 17.34%	57,551 $1.65 Million
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $2.35 Million - $2.67 Million	49,046 New	49,046 $2.64 Million

Others Institutions Holding WFC

# of Institutions

2,904

Shares Held

2.29B

Call Options Held

46.2M

Put Options Held

46.4M

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 $284B
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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Visionary Wealth Advisors Wells Fargo & Company Transaction History