Wilsey Asset Management Inc Wells Fargo & Company Transaction History

Wilsey Asset Management Inc

$531 Million
Q4 2024

A detailed history of Wilsey Asset Management Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Wilsey Asset Management Inc holds 599,745 shares of WFC stock, worth $40.1 Million. This represents 7.93% of its overall portfolio holdings.

Number of Shares

599,745

Previous 607,054 1.2%

Holding current value

$40.1 Million

Previous $34.3 Million 22.91%

% of portfolio

7.93%

Previous 6.42%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$54.98 - $77.35 $401,848 - $565,351	-7,309 Reduced 1.2%	599,745 $42.1 Million
Q3 2024 Oct 15, 2024	BUY	$51.58 - $60.97 $743,628 - $879,004	14,417 Added 2.43%	607,054 $34.3 Million
Q2 2024 Jul 18, 2024	SELL	$56.41 - $62.34 $466,510 - $515,551	-8,270 Reduced 1.38%	592,637 $35.2 Million
Q1 2024 Apr 02, 2024	SELL	$46.44 - $57.96 $274,553 - $342,659	-5,912 Reduced 0.97%	600,907 $34.8 Million
Q4 2023 Jan 18, 2024	SELL	$38.67 - $50.51 $87,587 - $114,405	-2,265 Reduced 0.37%	606,819 $29.9 Million
Q3 2023 Oct 13, 2023	BUY	$40.43 - $47.13 $678,091 - $790,464	16,772 Added 2.83%	609,084 $24.9 Million
Q2 2023 Jul 27, 2023	BUY	$36.72 - $42.68 $202,694 - $235,593	5,520 Added 0.94%	592,312 $25.3 Million
Q1 2023 Apr 26, 2023	BUY	$36.23 - $48.5 $525,733 - $703,783	14,511 Added 2.54%	586,792 $21.9 Million
Q4 2022 Jan 26, 2023	BUY	$40.23 - $47.95 $216,276 - $257,779	5,376 Added 0.95%	572,281 $0
Q3 2022 Oct 14, 2022	BUY	$1.55 - $45.53 $26,956 - $791,812	17,391 Added 3.16%	566,905 $22.8 Million
Q2 2022 Jul 25, 2022	BUY	$37.43 - $49.33 $378,267 - $498,528	10,106 Added 1.87%	549,514 $21.5 Million
Q1 2022 May 03, 2022	BUY	$45.81 - $59.06 $194,875 - $251,241	4,254 Added 0.79%	539,408 $26.1 Million
Q4 2021 Jan 18, 2022	BUY	$45.31 - $52.0 $357,450 - $410,228	7,889 Added 1.5%	535,154 $25.7 Million
Q3 2021 Nov 03, 2021	BUY	$42.32 - $51.15 $1.46 Million - $1.76 Million	34,381 Added 6.98%	527,265 $24.5 Million
Q2 2021 Jul 26, 2021	SELL	$39.48 - $47.9 $126,928 - $153,998	-3,215 Reduced 0.65%	492,884 $22.3 Million
Q1 2021 Apr 28, 2021	SELL	$29.7 - $40.81 $156,222 - $214,660	-5,260 Reduced 1.05%	496,099 $19.4 Million
Q4 2020 Feb 19, 2021	SELL	$21.14 - $30.35 $107,348 - $154,117	-5,078 Reduced 1.0%	501,359 $15.1 Million
Q3 2020 Oct 16, 2020	BUY	$22.83 - $26.35 $865,279 - $998,691	37,901 Added 8.09%	506,437 $11.9 Million
Q2 2020 Jul 13, 2020	BUY	$22.53 - $33.32 $10.6 Million - $15.6 Million	468,536 New	468,536 $12 Million

Others Institutions Holding WFC

# of Institutions

2,858

Shares Held

2.31B

Call Options Held

67.4M

Put Options Held

55.1M

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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 $253B
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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Wilsey Asset Management Inc Wells Fargo & Company Transaction History