A detailed history of Winch Advisory Services, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,829 shares of WFC stock, worth $138,930. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,829
Previous 1,838 0.49%
Holding current value
$138,930
Previous $109,000 5.5%
% of portfolio
0.03%
Previous 0.03%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$51.58 - $60.97 $464 - $548
-9 Reduced 0.49%
1,829 $103,000
Q2 2024

Jul 31, 2024

BUY
$56.41 - $62.34 $564 - $623
10 Added 0.55%
1,838 $109,000
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $464 - $579
10 Added 0.55%
1,828 $105,000
Q4 2023

Jan 18, 2024

BUY
$38.67 - $50.51 $541 - $707
14 Added 0.78%
1,818 $89,000
Q3 2023

Nov 06, 2023

BUY
$40.43 - $47.13 $606 - $706
15 Added 0.84%
1,804 $74,000
Q2 2023

Aug 08, 2023

BUY
$36.72 - $42.68 $477 - $554
13 Added 0.73%
1,789 $76,000
Q1 2023

May 10, 2023

BUY
$36.23 - $48.5 $434 - $582
12 Added 0.68%
1,776 $66,000
Q4 2022

Jan 26, 2023

BUY
$40.23 - $47.95 $442 - $527
11 Added 0.63%
1,764 $73,000
Q3 2022

Oct 31, 2022

BUY
$1.55 - $45.53 $18 - $546
12 Added 0.69%
1,753 $71,000
Q2 2022

Aug 12, 2022

BUY
$37.43 - $49.33 $299 - $394
8 Added 0.46%
1,741 $68,000
Q1 2022

Apr 26, 2022

SELL
$45.81 - $59.06 $35,044 - $45,180
-765 Reduced 30.62%
1,733 $84,000
Q4 2021

Feb 04, 2022

BUY
$45.31 - $52.0 $453 - $520
10 Added 0.4%
2,498 $120,000
Q3 2021

Nov 10, 2021

BUY
$42.32 - $51.15 $465 - $562
11 Added 0.44%
2,488 $115,000
Q2 2021

Aug 05, 2021

SELL
$39.48 - $47.9 $9,633 - $11,687
-244 Reduced 8.97%
2,477 $112,000
Q1 2021

May 03, 2021

BUY
$29.7 - $40.81 $207 - $285
7 Added 0.26%
2,721 $106,000
Q4 2020

Feb 09, 2021

BUY
$21.14 - $30.35 $211 - $303
10 Added 0.37%
2,714 $82,000
Q3 2020

Nov 04, 2020

BUY
$22.83 - $26.35 $251 - $289
11 Added 0.41%
2,704 $64,000
Q2 2020

Aug 12, 2020

BUY
$22.53 - $33.32 $1,081 - $1,599
48 Added 1.81%
2,693 $69,000
Q1 2020

May 13, 2020

BUY
$25.25 - $53.75 $833 - $1,773
33 Added 1.26%
2,645 $76,000
Q4 2019

Feb 12, 2020

SELL
$47.82 - $54.46 $8,655 - $9,857
-181 Reduced 6.48%
2,612 $141,000
Q3 2019

Nov 13, 2019

BUY
$43.38 - $50.71 $954 - $1,115
22 Added 0.79%
2,793 $141,000
Q2 2019

Aug 07, 2019

BUY
$44.37 - $49.17 $1,552 - $1,720
35 Added 1.28%
2,771 $131,000
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $1,164 - $1,293
25 Added 0.92%
2,736 $132,000
Q4 2018

Feb 05, 2019

BUY
$43.6 - $54.46 $1,700 - $2,123
39 Added 1.46%
2,711 $125,000
Q3 2018

Nov 13, 2018

BUY
$52.56 - $59.19 $998 - $1,124
19 Added 0.72%
2,672 $140,000
Q2 2018

Aug 13, 2018

BUY
$50.39 - $56.18 $957 - $1,067
19 Added 0.72%
2,653 $147,000
Q1 2018

May 11, 2018

BUY
$50.98 - $65.93 $917 - $1,186
18 Added 0.69%
2,634 $138,000
Q4 2017

Feb 13, 2018

SELL
$53.19 - $61.61 $9,627 - $11,151
-181 Reduced 6.47%
2,616 $159,000
Q3 2017

Nov 13, 2017

BUY
$49.58 - $55.15 $138,675 - $154,254
2,797
2,797 $154,000

Others Institutions Holding WFC

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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