Wealth Alliance Wells Fargo & Company Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealth Alliance holds 11,201 shares of WFC stock, worth $866,397. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,201

Previous 13,028 14.02%

Holding current value

$866,397

Previous $773,000 18.24%

% of portfolio

0.08%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$51.58 - $60.97 $94,236 - $111,392	-1,827 Reduced 14.02%	11,201 $632,000
Q2 2024 Aug 09, 2024	SELL	$56.41 - $62.34 $71,809 - $79,358	-1,273 Reduced 8.9%	13,028 $773,000
Q1 2024 May 10, 2024	SELL	$46.44 - $57.96 $60,418 - $75,405	-1,301 Reduced 8.34%	14,301 $828,000
Q4 2023 Jan 30, 2024	BUY	$38.67 - $50.51 $46,287 - $60,460	1,197 Added 8.31%	15,602 $767,000
Q3 2023 Nov 09, 2023	BUY	$40.43 - $47.13 $37,316 - $43,500	923 Added 6.85%	14,405 $588,000
Q2 2023 Aug 02, 2023	BUY	$36.72 - $42.68 $6,903 - $8,023	188 Added 1.41%	13,482 $575,000
Q1 2023 May 10, 2023	BUY	$36.23 - $48.5 $24,563 - $32,883	678 Added 5.37%	13,294 $496,000
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $39,505 - $47,086	982 Added 8.44%	12,616 $520,000
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $6 - $182	-4 Reduced 0.03%	11,634 $468,000
Q2 2022 Oct 11, 2022	BUY	$37.43 - $49.33 $9,095 - $11,987	243 Added 2.13%	11,638 $456,000
Q2 2022 Aug 15, 2022	SELL	$37.43 - $49.33 $561 - $739	-15 Reduced 0.13%	11,395 $446,000
Q1 2022 May 10, 2022	SELL	$45.81 - $59.06 $35,869 - $46,243	-783 Reduced 6.42%	11,410 $553,000
Q4 2021 Feb 14, 2022	BUY	$45.31 - $52.0 $9,197 - $10,556	203 Added 1.69%	12,193 $585,000
Q3 2021 Nov 12, 2021	BUY	$42.32 - $51.15 $57,512 - $69,512	1,359 Added 12.78%	11,990 $556,000
Q2 2021 Aug 16, 2021	BUY	$39.48 - $47.9 $33,202 - $40,283	841 Added 8.59%	10,631 $481,000
Q1 2021 May 18, 2021	BUY	$29.7 - $40.81 $61,716 - $84,803	2,078 Added 26.95%	9,790 $382,000
Q4 2020 Feb 11, 2021	BUY	$21.14 - $30.35 $163,031 - $234,059	7,712 New	7,712 $232,000

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 $294B
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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