Wealthspire Advisors, LLC Wells Fargo & Company Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 21,104 shares of WFC stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,104

Previous 21,682 2.67%

Holding current value

$1.6 Million

Previous $1.29 Million 7.46%

% of portfolio

0.01%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$51.58 - $60.97 $29,813 - $35,240	-578 Reduced 2.67%	21,104 $1.19 Million
Q2 2024 Aug 08, 2024	BUY	$56.41 - $62.34 $2,989 - $3,304	53 Added 0.25%	21,682 $1.29 Million
Q1 2024 May 06, 2024	SELL	$46.44 - $57.96 $890,765 - $1.11 Million	-19,181 Reduced 47.0%	21,629 $1.25 Million
Q4 2023 Feb 06, 2024	BUY	$38.67 - $50.51 $984,074 - $1.29 Million	25,448 Added 165.66%	40,810 $2.01 Million
Q3 2023 Nov 06, 2023	BUY	$40.43 - $47.13 $205,748 - $239,844	5,089 Added 49.54%	15,362 $627,000
Q2 2023 Jul 31, 2023	BUY	$36.72 - $42.68 $28,972 - $33,674	789 Added 8.32%	10,273 $438,000
Q1 2023 May 09, 2023	SELL	$36.23 - $48.5 $227,017 - $303,901	-6,266 Reduced 39.78%	9,484 $354,000
Q4 2022 Feb 13, 2023	SELL	$40.23 - $47.95 $157,701 - $187,964	-3,920 Reduced 19.93%	15,750 $650,000
Q3 2022 Nov 14, 2022	BUY	$1.55 - $45.53 $4,884 - $143,465	3,151 Added 19.08%	19,670 $791,000
Q2 2022 Aug 09, 2022	BUY	$37.43 - $49.33 $448,823 - $591,516	11,991 Added 264.82%	16,519 $647,000
Q1 2022 May 09, 2022	SELL	$45.81 - $59.06 $227,767 - $293,646	-4,972 Reduced 52.34%	4,528 $219,000
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $67,874 - $77,896	-1,498 Reduced 13.62%	9,500 $456,000
Q3 2021 Nov 15, 2021	BUY	$42.32 - $51.15 $465,435 - $562,547	10,998 New	10,998 $510,000
Q2 2021 Aug 13, 2021	SELL	$39.48 - $47.9 $1.04 Million - $1.27 Million	-26,441 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$29.7 - $40.81 $221,977 - $305,013	7,474 Added 39.41%	26,441 $1.03 Million
Q4 2020 Feb 16, 2021	BUY	$21.14 - $30.35 $70,163 - $100,731	3,319 Added 21.21%	18,967 $572,000
Q3 2020 Nov 16, 2020	SELL	$22.83 - $26.35 $147,595 - $170,352	-6,465 Reduced 29.24%	15,648 $368,000
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $330,537 - $488,837	-14,671 Reduced 39.88%	22,113 $566,000
Q1 2020 May 12, 2020	BUY	$25.25 - $53.75 $589,032 - $1.25 Million	23,328 Added 173.37%	36,784 $1.06 Million
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $110,512 - $125,857	2,311 Added 20.74%	13,456 $724,000
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $483,470 - $565,162	11,145 New	11,145 $562,000
Q1 2019 May 08, 2019	SELL	$46.57 - $51.73 $153,494 - $170,502	-3,296 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$43.6 - $54.46 $143,705 - $179,500	3,296 New	3,296 $152,000

Others Institutions Holding WFC

# of Institutions

2,502

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 $288B
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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Wealthspire Advisors, LLC Wells Fargo & Company Transaction History