Wealth Plan Partners, LLC Wells Fargo & Company Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$56.41 - $62.34 $8,292 - $9,163	-147 Reduced 3.46%	4,106 $244 Million
Q1 2024 May 07, 2024	BUY	$46.44 - $57.96 $650 - $811	14 Added 0.33%	4,253 $246 Million
Q4 2023 Jan 05, 2024	SELL	$38.67 - $50.51 $659,246 - $861,094	-17,048 Reduced 80.09%	4,239 $209 Million
Q3 2023 Nov 01, 2023	SELL	$40.43 - $47.13 $20,821 - $24,271	-515 Reduced 2.36%	21,287 $870 Million
Q2 2023 Jul 31, 2023	SELL	$36.72 - $42.68 $32,423 - $37,686	-883 Reduced 3.89%	21,802 $931 Million
Q1 2023 May 10, 2023	SELL	$36.23 - $48.5 $473,960 - $634,477	-13,082 Reduced 36.58%	22,685 $848 Million
Q4 2022 Feb 16, 2023	SELL	$40.23 - $47.95 $2.7 Million - $3.22 Million	-67,090 Reduced 65.23%	35,767 $1.73 Billion
Q1 2022 May 03, 2022	SELL	$45.81 - $59.06 $8.33 Million - $10.7 Million	-181,874 Reduced 63.88%	102,857 $4.49 Million
Q4 2021 Feb 01, 2022	BUY	$45.31 - $52.0 $8,291 - $9,516	183 Added 0.06%	284,731 $15.3 Million
Q3 2021 Dec 09, 2021	BUY	$42.32 - $51.15 $59,628 - $72,070	1,409 Added 0.5%	284,548 $13.2 Million
Q2 2021 Aug 19, 2021	BUY	$39.48 - $47.9 $748,422 - $908,040	18,957 Added 7.18%	283,139 $14.3 Million
Q1 2021 May 11, 2021	BUY	$29.7 - $40.81 $5.4 Million - $7.42 Million	181,874 Added 220.97%	264,182 $12.1 Million
Q4 2020 Feb 09, 2021	SELL	$21.14 - $30.35 $1.37 Million - $1.96 Million	-64,626 Reduced 43.98%	82,308 $2.69 Million
Q3 2020 Dec 18, 2020	SELL	$22.83 - $26.35 $1.2 Million - $1.38 Million	-52,411 Reduced 26.29%	146,934 $3.5 Million
Q2 2020 Aug 19, 2020	BUY	$22.53 - $33.32 $649,269 - $960,215	28,818 Added 16.9%	199,345 $4.99 Million
Q1 2020 May 15, 2020	BUY	$25.25 - $53.75 $1.58 Million - $3.37 Million	62,736 Added 58.2%	170,527 $4.1 Million
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $16,641 - $18,952	348 Added 0.32%	107,791 $5.15 Million
Q3 2019 Nov 15, 2019	BUY	$43.38 - $50.71 $2.91 Million - $3.4 Million	67,142 Added 166.6%	107,443 $5.73 Million
Q2 2019 Aug 19, 2019	SELL	$44.37 - $49.17 $32,478 - $35,992	-732 Reduced 1.78%	40,301 $1.85 Million
Q1 2019 May 16, 2019	SELL	$46.57 - $51.73 $30,223 - $33,572	-649 Reduced 1.56%	41,033 $1.88 Million
Q4 2018 Feb 20, 2019	BUY	$43.6 - $54.46 $7,150 - $8,931	164 Added 0.4%	41,682 $2.05 Million
Q3 2018 Nov 21, 2018	SELL	$52.56 - $59.19 $7,831 - $8,819	-149 Reduced 0.36%	41,518 $2.18 Million
Q2 2018 Aug 16, 2018	SELL	$50.39 - $56.18 $22,524 - $25,112	-447 Reduced 1.06%	41,667 $2.31 Million
Q1 2018 May 16, 2018	BUY	$50.98 - $65.93 $2.15 Million - $2.78 Million	42,114 New	42,114 $2.21 Million

Others Institutions Holding WFC

# of Institutions

2,507

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $272B
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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