Wealthsource Partners, LLC Wells Fargo & Company Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealthsource Partners, LLC holds 149,605 shares of WFC stock, worth $10.5 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

149,605

Previous 151,114 1.0%

Holding current value

$10.5 Million

Previous $6.17 Million 19.26%

% of portfolio

0.48%

Previous 0.43%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$38.67 - $50.51 $58,353 - $76,219	-1,509 Reduced 1.0%	149,605 $7.36 Million
Q3 2023 Nov 09, 2023	SELL	$40.43 - $47.13 $1.02 Million - $1.19 Million	-25,172 Reduced 14.28%	151,114 $6.17 Million
Q2 2023 Aug 14, 2023	SELL	$36.72 - $42.68 $75,165 - $87,365	-2,047 Reduced 1.15%	176,286 $7.52 Million
Q1 2023 May 15, 2023	SELL	$36.23 - $48.5 $618,337 - $827,749	-17,067 Reduced 8.73%	178,333 $6.67 Million
Q4 2022 Feb 09, 2023	SELL	$40.23 - $47.95 $17,379 - $20,714	-432 Reduced 0.22%	195,400 $8.07 Million
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $19,264 - $565,892	-12,429 Reduced 5.97%	195,832 $7.88 Million
Q2 2022 Aug 10, 2022	BUY	$37.43 - $49.33 $418,018 - $550,917	11,168 Added 5.67%	208,261 $8.16 Million
Q1 2022 May 09, 2022	SELL	$45.81 - $59.06 $384,758 - $496,044	-8,399 Reduced 4.09%	197,093 $9.55 Million
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $557,902 - $640,276	-12,313 Reduced 5.65%	205,492 $9.86 Million
Q3 2021 Nov 18, 2021	SELL	$42.32 - $51.15 $113,417 - $137,082	-2,680 Reduced 1.22%	217,805 $10.1 Million
Q2 2021 Nov 18, 2021	BUY	$39.48 - $47.9 $237,472 - $288,118	6,015 Added 2.8%	220,485 $9.99 Million
Q1 2021 Jun 21, 2021	BUY	$29.7 - $40.81 $157,944 - $217,027	5,318 Added 2.54%	214,470 $8.38 Million
Q4 2020 Feb 12, 2021	BUY	$21.14 - $30.35 $6,553 - $9,408	310 Added 0.15%	209,152 $6.31 Million
Q3 2020 Nov 16, 2020	SELL	$22.83 - $26.35 $371,375 - $428,635	-16,267 Reduced 7.23%	208,842 $4.91 Million
Q2 2020 Aug 17, 2020	BUY	$22.53 - $33.32 $2,117 - $3,132	94 Added 0.04%	225,109 $5.76 Million
Q1 2020 May 12, 2020	SELL	$25.25 - $53.75 $493,309 - $1.05 Million	-19,537 Reduced 7.99%	225,015 $6.46 Million
Q4 2019 Feb 12, 2020	SELL	$47.82 - $54.46 $28,644 - $32,621	-599 Reduced 0.24%	244,552 $13.2 Million
Q3 2019 Nov 15, 2019	BUY	$43.38 - $50.71 $1.72 Million - $2 Million	39,538 Added 19.23%	245,151 $12.4 Million
Q2 2019 Aug 09, 2019	BUY	$44.37 - $49.17 $6.91 Million - $7.65 Million	155,667 Added 311.67%	205,613 $9.73 Million
Q1 2019 May 16, 2019	BUY	$46.57 - $51.73 $352,115 - $391,130	7,561 Added 17.84%	49,946 $2.41 Million
Q4 2018 Feb 06, 2019	BUY	$43.6 - $54.46 $1.14 Million - $1.42 Million	26,147 Added 161.02%	42,385 $1.95 Million
Q3 2018 Nov 13, 2018	SELL	$52.56 - $59.19 $1.9 Million - $2.13 Million	-36,068 Reduced 68.96%	16,238 $853,000
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $1.74 Million - $1.94 Million	34,476 Added 193.36%	52,306 $2.9 Million
Q1 2018 Apr 16, 2018	BUY	$50.98 - $65.93 $40,936 - $52,941	803 Added 4.72%	17,830 $934,000
Q1 2018 Apr 16, 2018	BUY	$50.98 - $65.93 $16,007 - $20,702	314 Added 1.88%	17,027 $948,000
Q4 2017 Feb 16, 2018	SELL	$53.19 - $61.61 $1.84 Million - $2.14 Million	-34,679 Reduced 67.48%	16,713 $1.01 Million
Q3 2017 Nov 20, 2017	SELL	$49.58 - $55.15 $22,757 - $25,313	-459 Reduced 0.89%	51,392 $2.83 Million
Q2 2017 Aug 16, 2017	BUY	N/A	51,851	51,851 $2.87 Million

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 $267B
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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Wealthsource Partners, LLC Wells Fargo & Company Transaction History