Wunderlich Capital Managemnt Wells Fargo & Company Transaction History

Wunderlich Capital Managemnt

$212 Million
Q2 2024

A detailed history of Wunderlich Capital Managemnt transactions in Wells Fargo & Company stock. As of the latest transaction made, Wunderlich Capital Managemnt holds 24,396 shares of WFC stock, worth $1.85 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

24,396

Previous 22,046 10.66%

Holding current value

$1.85 Million

Previous $1.28 Million 13.39%

% of portfolio

0.68%

Previous 0.6%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$56.41 - $62.34 $132,563 - $146,499	2,350 Added 10.66%	24,396 $1.45 Million
Q1 2024 May 15, 2024	SELL	$46.44 - $57.96 $44,953 - $56,105	-968 Reduced 4.21%	22,046 $1.28 Million
Q4 2023 Feb 15, 2024	BUY	$38.67 - $50.51 $53,325 - $69,653	1,379 Added 6.37%	23,014 $1.13 Million
Q3 2023 Nov 15, 2023	BUY	$40.43 - $47.13 $838,962 - $977,994	20,751 Added 2347.4%	21,635 $884,000
Q3 2023 Nov 14, 2023	SELL	$40.43 - $47.13 $839,003 - $978,041	-20,752 Reduced 95.91%	884 $884,000
Q2 2023 Aug 08, 2023	BUY	$36.72 - $42.68 $640,139 - $744,040	17,433 Added 414.78%	21,636 $923,000
Q1 2023 May 09, 2023	BUY	$36.23 - $48.5 $152,274 - $203,845	4,203 New	4,203 $157,000
Q2 2020 Aug 17, 2020	SELL	$22.53 - $33.32 $742,408 - $1.1 Million	-32,952 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$25.25 - $53.75 $3,459 - $7,363	137 Added 0.42%	32,952 $946,000
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $128,157 - $145,952	2,680 Added 8.89%	32,815 $1.77 Million
Q3 2019 Nov 15, 2019	BUY	$43.38 - $50.71 $12,623 - $14,756	291 Added 0.98%	30,135 $1.52 Million
Q2 2019 Aug 14, 2019	BUY	$44.37 - $49.17 $51,912 - $57,528	1,170 Added 4.08%	29,844 $1.41 Million
Q1 2019 May 16, 2019	BUY	$46.57 - $51.73 $41,121 - $45,677	883 Added 3.18%	28,674 $1.39 Million
Q4 2018 Feb 14, 2019	BUY	$43.6 - $54.46 $12,905 - $16,120	296 Added 1.08%	27,791 $1.28 Million
Q3 2018 Nov 15, 2018	SELL	$52.56 - $59.19 $44,886 - $50,548	-854 Reduced 3.01%	27,495 $1.45 Million
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $40,261 - $44,887	799 Added 2.9%	28,349 $1.57 Million
Q1 2018 May 08, 2018	BUY	$50.98 - $65.93 $7,137 - $9,230	140 Added 0.51%	27,550 $1.44 Million
Q4 2017 Feb 15, 2018	BUY	$53.19 - $61.61 $21,116 - $24,459	397 Added 1.47%	27,410 $1.66 Million
Q3 2017 Nov 15, 2017	BUY	$49.58 - $55.15 $1.34 Million - $1.49 Million	27,013	27,013 $1.49 Million

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...

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Wunderlich Capital Managemnt Wells Fargo & Company Transaction History