Western Wealth Management, LLC Wells Fargo & Company Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Western Wealth Management, LLC holds 22,216 shares of WFC stock, worth $1.57 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

22,216

Previous 12,349 79.9%

Holding current value

$1.57 Million

Previous $733,000 71.08%

% of portfolio

0.07%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.58 - $60.97 $508,939 - $601,590	9,867 Added 79.9%	22,216 $1.25 Million
Q2 2024 Jul 19, 2024	SELL	$56.41 - $62.34 $1,917 - $2,119	-34 Reduced 0.27%	12,349 $733,000
Q1 2024 May 02, 2024	SELL	$46.44 - $57.96 $364,228 - $454,580	-7,843 Reduced 38.78%	12,383 $717,000
Q4 2023 Jan 31, 2024	SELL	$38.67 - $50.51 $13,998 - $18,284	-362 Reduced 1.76%	20,226 $995,000
Q3 2023 Nov 07, 2023	SELL	$40.43 - $47.13 $36,589 - $42,652	-905 Reduced 4.21%	20,588 $841,000
Q2 2023 Aug 30, 2023	BUY	$36.72 - $42.68 $32,790 - $38,113	893 Added 4.33%	21,493 $917,000
Q1 2023 Aug 30, 2023	BUY	$36.23 - $48.5 $244,117 - $326,793	6,738 Added 48.61%	20,600 $770,000
Q4 2022 Feb 02, 2023	SELL	$40.23 - $47.95 $781,950 - $932,004	-19,437 Reduced 58.37%	13,862 $572,000
Q3 2022 Nov 04, 2022	BUY	$1.55 - $45.53 $6,260 - $183,895	4,039 Added 13.8%	33,299 $1.37 Million
Q2 2022 Jul 18, 2022	SELL	$37.43 - $49.33 $224,767 - $296,226	-6,005 Reduced 17.03%	29,260 $1.15 Million
Q1 2022 May 10, 2022	BUY	$45.81 - $59.06 $835,299 - $1.08 Million	18,234 Added 107.06%	35,265 $1.71 Million
Q4 2021 Feb 14, 2022	BUY	$45.31 - $52.0 $3,987 - $4,576	88 Added 0.52%	17,031 $813,000
Q2 2021 Aug 09, 2021	SELL	$39.48 - $47.9 $31,978 - $38,799	-810 Reduced 4.56%	16,943 $773,000
Q1 2021 May 14, 2021	BUY	$29.7 - $40.81 $8,019 - $11,018	270 Added 1.54%	17,753 $694,000
Q4 2020 Feb 10, 2021	SELL	$21.14 - $30.35 $58,219 - $83,583	-2,754 Reduced 13.61%	17,483 $528,000
Q3 2020 Oct 27, 2020	BUY	$22.83 - $26.35 $24,382 - $28,141	1,068 Added 5.57%	20,237 $476,000
Q2 2020 Jul 20, 2020	SELL	$22.53 - $33.32 $22 - $33	-1 Reduced 0.01%	19,169 $491,000
Q1 2020 Apr 27, 2020	BUY	$25.25 - $53.75 $176,017 - $374,691	6,971 Added 57.14%	19,170 $547,000
Q4 2019 Feb 10, 2020	SELL	$47.82 - $54.46 $149,150 - $169,860	-3,119 Reduced 20.36%	12,199 $656,000
Q3 2019 Nov 08, 2019	SELL	$43.38 - $50.71 $142,893 - $167,038	-3,294 Reduced 17.7%	15,318 $772,000
Q2 2019 Aug 06, 2019	SELL	$44.37 - $49.17 $14,109 - $15,636	-318 Reduced 1.68%	18,612 $881,000
Q1 2019 May 10, 2019	SELL	$46.57 - $51.73 $354,770 - $394,079	-7,618 Reduced 28.7%	18,930 $914,000
Q4 2018 Feb 15, 2019	BUY	$43.6 - $54.46 $1.16 Million - $1.45 Million	26,548 New	26,548 $1.22 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 $268B
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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Western Wealth Management, LLC Wells Fargo & Company Transaction History