Xml Financial, LLC Wells Fargo & Company Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Xml Financial, LLC holds 12,701 shares of WFC stock, worth $1.11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

12,701

Previous 12,971 2.08%

Holding current value

$1.11 Million

Previous $1.04 Million 2.41%

% of portfolio

0.09%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$77.05 - $85.16 $20,803 - $22,993	-270 Reduced 2.08%	12,701 $1.06 Million
Q2 2025 Jul 17, 2025	SELL	$60.98 - $80.12 $206,600 - $271,446	-3,388 Reduced 20.71%	12,971 $1.04 Million
Q1 2025 Apr 22, 2025	BUY	$66.78 - $81.42 $8,614 - $10,503	129 Added 0.79%	16,359 $1.17 Million
Q4 2024 Jan 17, 2025	SELL	$54.98 - $77.35 $134,371 - $189,043	-2,444 Reduced 13.09%	16,230 $1.14 Million
Q3 2024 Nov 01, 2024	SELL	$51.58 - $60.97 $82,528 - $97,552	-1,600 Reduced 7.89%	18,674 $1.05 Million
Q2 2024 Jul 22, 2024	BUY	$56.41 - $62.34 $4,794 - $5,298	85 Added 0.42%	20,274 $1.2 Million
Q1 2024 May 15, 2024	SELL	$46.44 - $57.96 $4,597 - $5,738	-99 Reduced 0.49%	20,189 $1.17 Million
Q4 2023 Feb 14, 2024	BUY	$38.67 - $50.51 $46,790 - $61,117	1,210 Added 6.34%	20,288 $998,000
Q3 2023 Nov 06, 2023	BUY	$40.43 - $47.13 $46,817 - $54,576	1,158 Added 6.46%	19,078 $779,000
Q2 2023 Aug 07, 2023	BUY	$36.72 - $42.68 $10,024 - $11,651	273 Added 1.55%	17,920 $764,000
Q1 2023 May 15, 2023	SELL	$36.23 - $48.5 $52,243 - $69,937	-1,442 Reduced 7.55%	17,647 $659,000
Q4 2022 Feb 09, 2023	BUY	$40.23 - $47.95 $64,287 - $76,624	1,598 Added 9.14%	19,089 $788,000
Q3 2022 Nov 04, 2022	BUY	$1.55 - $45.53 $1,395 - $40,977	900 Added 5.42%	17,491 $703,000
Q2 2022 Aug 01, 2022	SELL	$37.43 - $49.33 $23,506 - $30,979	-628 Reduced 3.65%	16,591 $650,000
Q1 2022 May 02, 2022	BUY	$45.81 - $59.06 $3,206 - $4,134	70 Added 0.41%	17,219 $834,000
Q4 2021 Feb 01, 2022	BUY	$45.31 - $52.0 $22,201 - $25,480	490 Added 2.94%	17,149 $823,000
Q3 2021 Nov 01, 2021	SELL	$42.32 - $51.15 $1,142 - $1,381	-27 Reduced 0.16%	16,659 $773,000
Q2 2021 Aug 10, 2021	SELL	$39.48 - $47.9 $1,144 - $1,389	-29 Reduced 0.17%	16,686 $756,000
Q1 2021 May 14, 2021	SELL	$29.7 - $40.81 $34,986 - $48,074	-1,178 Reduced 6.58%	16,715 $653,000
Q4 2020 Feb 08, 2021	BUY	$21.14 - $30.35 $5,538 - $7,951	262 Added 1.49%	17,893 $540,000
Q3 2020 Nov 13, 2020	SELL	$22.83 - $26.35 $159,079 - $183,606	-6,968 Reduced 28.33%	17,631 $415,000
Q2 2020 Jul 31, 2020	BUY	$22.53 - $33.32 $230,797 - $341,330	10,244 Added 71.36%	24,599 $630,000
Q1 2020 May 08, 2020	BUY	$25.25 - $53.75 $158,115 - $336,582	6,262 Added 77.38%	14,355 $412,000
Q4 2019 Feb 04, 2020	BUY	$47.82 - $54.46 $387,007 - $440,744	8,093 New	8,093 $435,000

Others Institutions Holding WFC

# of Institutions

3,040

Shares Held

2.32B

Call Options Held

46.5M

Put Options Held

55M

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 $330B
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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Xml Financial, LLC Wells Fargo & Company Transaction History