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 $130,938. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,829
Previous 1,838 0.49%
Holding current value
$130,938
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 $272B
  • 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
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.