A detailed history of Waddell & Associates, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Waddell & Associates, LLC holds 7,142 shares of WFC stock, worth $403,237. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,142
Previous 6,544 9.14%
Holding current value
$403,237
Previous $379,000 11.87%
% of portfolio
0.06%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$56.41 - $62.34 $33,733 - $37,279
598 Added 9.14%
7,142 $424,000
Q1 2024

May 08, 2024

SELL
$46.44 - $57.96 $55,263 - $68,972
-1,190 Reduced 15.39%
6,544 $379,000
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $28,538 - $37,276
-738 Reduced 8.71%
7,734 $380,000
Q3 2023

Nov 07, 2023

SELL
$40.43 - $47.13 $1,859 - $2,167
-46 Reduced 0.54%
8,472 $346,000
Q2 2023

Aug 07, 2023

SELL
$36.72 - $42.68 $8,555 - $9,944
-233 Reduced 2.66%
8,518 $363,000
Q1 2023

May 10, 2023

SELL
$36.23 - $48.5 $3,731 - $4,995
-103 Reduced 1.16%
8,751 $327,000
Q4 2022

Feb 09, 2023

BUY
$40.23 - $47.95 $64,086 - $76,384
1,593 Added 21.94%
8,854 $365,000
Q3 2022

Nov 02, 2022

BUY
$1.55 - $45.53 $6 - $182
4 Added 0.06%
7,261 $292,000
Q2 2022

Jul 27, 2022

SELL
$37.43 - $49.33 $115,359 - $152,035
-3,082 Reduced 29.81%
7,257 $284,000
Q1 2022

Apr 21, 2022

SELL
$45.81 - $59.06 $196,983 - $253,958
-4,300 Reduced 29.37%
10,339 $501,000
Q4 2021

Feb 01, 2022

SELL
$45.31 - $52.0 $60,715 - $69,680
-1,340 Reduced 8.39%
14,639 $702,000
Q3 2021

Nov 10, 2021

SELL
$42.32 - $51.15 $5,840 - $7,058
-138 Reduced 0.86%
15,979 $742,000
Q2 2021

Aug 16, 2021

BUY
$39.48 - $47.9 $636,299 - $772,004
16,117 New
16,117 $730,000

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 $214B
  • 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
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