Wealth Alliance Wells Fargo & Company Transaction History

Wealth Alliance

$799 Million
Q1 2025

A detailed history of Wealth Alliance transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealth Alliance holds 10,883 shares of WFC stock, worth $823,298. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,883

Previous 10,688 1.82%

Holding current value

$823,298

Previous $750,000 4.13%

% of portfolio

0.1%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$66.78 - $81.42 $13,022 - $15,876	195 Added 1.82%	10,883 $781,000
Q4 2024 Feb 03, 2025	SELL	$54.98 - $77.35 $28,204 - $39,680	-513 Reduced 4.58%	10,688 $750,000
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

2,905

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 $287B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.

Account