A detailed history of Waldron Private Wealth LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Waldron Private Wealth LLC holds 13,994 shares of WFC stock, worth $997,912. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,994
Previous 14,228 1.64%
Holding current value
$997,912
Previous $845,000 6.51%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 21, 2024

SELL
$51.58 - $60.97 $12,069 - $14,266
-234 Reduced 1.64%
13,994 $790,000
Q2 2024

Jul 31, 2024

SELL
$56.41 - $62.34 $60,866 - $67,264
-1,079 Reduced 7.05%
14,228 $845,000
Q1 2024

May 09, 2024

BUY
$46.44 - $57.96 $13,653 - $17,040
294 Added 1.96%
15,307 $887,000
Q4 2023

Aug 29, 2024

BUY
$38.67 - $50.51 $85,190 - $111,273
2,203 Added 17.2%
15,013 $738,000
Q4 2023

Jan 30, 2024

BUY
$38.67 - $50.51 $85,190 - $111,273
2,203 Added 17.2%
15,013 $738,000
Q3 2023

Aug 29, 2024

SELL
$40.43 - $47.13 $42,653 - $49,722
-1,055 Reduced 7.61%
12,810 $523,000
Q3 2023

Oct 26, 2023

SELL
$40.43 - $47.13 $42,653 - $49,722
-1,055 Reduced 7.61%
12,810 $523,000
Q2 2023

Aug 29, 2024

SELL
$36.72 - $42.68 $64,223 - $74,647
-1,749 Reduced 11.2%
13,865 $591,000
Q2 2023

Aug 07, 2023

SELL
$36.72 - $42.68 $64,223 - $74,647
-1,749 Reduced 11.2%
13,865 $591,000
Q1 2023

Aug 29, 2024

BUY
$36.23 - $48.5 $50,214 - $67,221
1,386 Added 9.74%
15,614 $583,000
Q1 2023

May 02, 2023

SELL
$36.23 - $48.5 $1,449 - $1,940
-40 Reduced 0.26%
15,614 $583,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $3,386 - $99,483
2,185 Added 16.22%
15,654 $629,000
Q2 2022

Aug 03, 2022

BUY
$37.43 - $49.33 $33,574 - $44,249
897 Added 7.13%
13,469 $527,000
Q1 2022

May 04, 2022

BUY
$45.81 - $59.06 $82,916 - $106,898
1,810 Added 16.82%
12,572 $609,000
Q4 2021

Feb 02, 2022

BUY
$45.31 - $52.0 $5,346 - $6,136
118 Added 1.11%
10,762 $516,000
Q3 2021

Nov 02, 2021

SELL
$42.32 - $51.15 $835,396 - $1.01 Million
-19,740 Reduced 64.97%
10,644 $493,000
Q2 2021

Aug 06, 2021

BUY
$39.48 - $47.9 $894,143 - $1.08 Million
22,648 Added 292.76%
30,384 $1.38 Million
Q1 2021

May 11, 2021

SELL
$29.7 - $40.81 $14,909 - $20,486
-502 Reduced 6.09%
7,736 $302,000
Q4 2020

Feb 12, 2021

SELL
$21.14 - $30.35 $47,184 - $67,741
-2,232 Reduced 21.32%
8,238 $248,000
Q3 2020

Nov 13, 2020

SELL
$22.83 - $26.35 $23,880 - $27,562
-1,046 Reduced 9.08%
10,470 $246,000
Q2 2020

Aug 11, 2020

SELL
$22.53 - $33.32 $67,973 - $100,526
-3,017 Reduced 20.76%
11,516 $294,000
Q1 2020

May 05, 2020

SELL
$25.25 - $53.75 $678,063 - $1.44 Million
-26,854 Reduced 64.89%
14,533 $417,000
Q4 2019

Feb 07, 2020

BUY
$47.82 - $54.46 $1,817 - $2,069
38 Added 0.09%
41,387 $2.23 Million
Q3 2019

Nov 06, 2019

BUY
$43.38 - $50.71 $1.32 Million - $1.54 Million
30,316 Added 274.78%
41,349 $2.09 Million
Q2 2019

Jul 31, 2019

SELL
$44.37 - $49.17 $50,226 - $55,660
-1,132 Reduced 9.31%
11,033 $522,000
Q1 2019

May 01, 2019

BUY
$46.57 - $51.73 $74,186 - $82,405
1,593 Added 15.07%
12,165 $587,000
Q4 2018

Feb 13, 2019

BUY
$43.6 - $54.46 $130,582 - $163,107
2,995 Added 39.53%
10,572 $487,000
Q3 2018

Nov 20, 2018

BUY
$52.56 - $59.19 $18,711 - $21,071
356 Added 4.93%
7,577 $398,000
Q2 2018

Aug 09, 2018

BUY
$50.39 - $56.18 $503 - $561
10 Added 0.14%
7,221 $400,000
Q1 2018

May 09, 2018

SELL
$50.98 - $65.93 $193,367 - $250,072
-3,793 Reduced 34.47%
7,211 $377,000
Q3 2017

Nov 08, 2017

BUY
$49.58 - $55.15 $135,105 - $150,283
2,725 Added 32.91%
11,004 $606,000
Q2 2017

Aug 14, 2017

BUY
N/A
8,279
8,279 $458,000

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 $271B
  • 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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