Wealth Architects, LLC Wells Fargo & Company Transaction History

Wealth Architects, LLC

$848 Million
Q3 2024

A detailed history of Wealth Architects, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealth Architects, LLC holds 8,341 shares of WFC stock, worth $593,128. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,341

Previous 8,253 1.07%

Holding current value

$593,128

Previous $490,000 4.08%

% of portfolio

0.06%

Previous 0.06%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$51.58 - $60.97 $4,539 - $5,365	88 Added 1.07%	8,341 $470,000
Q2 2024 Aug 08, 2024	SELL	$56.41 - $62.34 $1,748 - $1,932	-31 Reduced 0.37%	8,253 $490,000
Q1 2024 May 13, 2024	BUY	$46.44 - $57.96 $3,343 - $4,173	72 Added 0.88%	8,284 $480,000
Q4 2023 Feb 14, 2024	BUY	$38.67 - $50.51 $63,148 - $82,482	1,633 Added 24.82%	8,212 $404,000
Q3 2023 Nov 09, 2023	BUY	$40.43 - $47.13 $2,385 - $2,780	59 Added 0.9%	6,579 $268,000
Q2 2023 Aug 02, 2023	SELL	$36.72 - $42.68 $20,012 - $23,260	-545 Reduced 7.71%	6,520 $278,000
Q1 2023 Apr 21, 2023	SELL	$36.23 - $48.5 $7,245 - $9,700	-200 Reduced 2.75%	7,065 $264,000
Q4 2022 Feb 09, 2023	BUY	$40.23 - $47.95 $5,149 - $6,137	128 Added 1.79%	7,265 $299,000
Q3 2022 Oct 24, 2022	BUY	$1.55 - $45.53 $79 - $2,322	51 Added 0.72%	7,137 $287,000
Q2 2022 Jul 29, 2022	SELL	$37.43 - $49.33 $18,078 - $23,826	-483 Reduced 6.38%	7,086 $278,000
Q1 2022 May 17, 2022	BUY	$45.81 - $59.06 $13,697 - $17,658	299 Added 4.11%	7,569 $367,000
Q4 2021 Jan 19, 2022	SELL	$45.31 - $52.0 $26,642 - $30,576	-588 Reduced 7.48%	7,270 $349,000
Q3 2021 Nov 09, 2021	SELL	$42.32 - $51.15 $32,247 - $38,976	-762 Reduced 8.84%	7,858 $364,000
Q2 2021 Aug 09, 2021	BUY	$39.48 - $47.9 $121,203 - $147,053	3,070 Added 55.32%	8,620 $390,000
Q1 2021 Apr 29, 2021	BUY	$29.7 - $40.81 $164,835 - $226,495	5,550 New	5,550 $217,000
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $197,858 - $292,616	-8,782 Closed	0 $0
Q1 2020 Apr 23, 2020	BUY	$25.25 - $53.75 $2,802 - $5,966	111 Added 1.28%	8,782 $252,000
Q4 2019 Jan 28, 2020	SELL	$47.82 - $54.46 $42,990 - $48,959	-899 Reduced 9.39%	8,671 $466,000
Q3 2019 Oct 23, 2019	BUY	$43.38 - $50.71 $6,940 - $8,113	160 Added 1.7%	9,570 $483,000
Q2 2019 Jul 12, 2019	BUY	$44.37 - $49.17 $2,884 - $3,196	65 Added 0.7%	9,410 $445,000
Q1 2019 May 01, 2019	BUY	$46.57 - $51.73 $4,703 - $5,224	101 Added 1.09%	9,345 $452,000
Q4 2018 Jan 17, 2019	SELL	$43.6 - $54.46 $29,778 - $37,196	-683 Reduced 6.88%	9,244 $426,000
Q3 2018 Oct 04, 2018	BUY	$52.56 - $59.19 $7,463 - $8,404	142 Added 1.45%	9,927 $522,000
Q2 2018 Jul 19, 2018	BUY	$50.39 - $56.18 $19,853 - $22,134	394 Added 4.2%	9,785 $542,000
Q1 2018 Apr 13, 2018	SELL	$50.98 - $65.93 $6,831 - $8,834	-134 Reduced 1.41%	9,391 $492,000
Q4 2017 Jan 31, 2018	SELL	$53.19 - $61.61 $68,827 - $79,723	-1,294 Reduced 11.96%	9,525 $578,000
Q3 2017 Nov 08, 2017	SELL	$49.58 - $55.15 $58,901 - $65,518	-1,188 Reduced 9.89%	10,819 $597,000
Q2 2017 Aug 10, 2017	BUY	N/A	12,007	12,007 $665,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

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 $270B
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 Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Account

Wealth Architects, LLC Wells Fargo & Company Transaction History