Yhb Investment Advisors, Inc. Wells Fargo & Company Transaction History

Yhb Investment Advisors, Inc.

$1.14 Billion
Q1 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 41,314 shares of WFC stock, worth $2.45 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

41,314

Previous 47,032 12.16%

Holding current value

$2.45 Million

Previous $2.31 Million 3.46%

% of portfolio

0.21%

Previous 0.23%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$46.44 - $57.96 $265,543 - $331,415	-5,718 Reduced 12.16%	41,314 $2.39 Million
Q4 2023 Jan 29, 2024	SELL	$38.67 - $50.51 $4.19 Million - $5.48 Million	-108,421 Reduced 69.75%	47,032 $2.31 Million
Q3 2023 Oct 23, 2023	BUY	$40.43 - $47.13 $3.07 Million - $3.58 Million	75,914 Added 95.44%	155,453 $6.35 Million
Q2 2023 Aug 10, 2023	BUY	$36.72 - $42.68 $102,228 - $118,821	2,784 Added 3.63%	79,539 $3.39 Million
Q1 2023 May 08, 2023	SELL	$36.23 - $48.5 $30,215 - $40,449	-834 Reduced 1.07%	76,755 $2.87 Million

Q4 2022 Jan 12, 2023	BUY	$40.23 - $47.95 $209,718 - $249,963	5,213 Added 7.2%	77,589 $0
Q3 2022 Nov 03, 2022	BUY	$1.55 - $45.53 $14,893 - $437,497	9,609 Added 15.31%	72,376 $2.91 Million
Q2 2022 Jul 14, 2022	BUY	$37.43 - $49.33 $1,010 - $1,331	27 Added 0.04%	62,767 $2.46 Million
Q1 2022 Apr 14, 2022	SELL	$45.81 - $59.06 $854,493 - $1.1 Million	-18,653 Reduced 22.92%	62,740 $3.04 Million
Q4 2021 Jan 18, 2022	SELL	$45.31 - $52.0 $1.32 Million - $1.52 Million	-29,211 Reduced 26.41%	81,393 $3.91 Million
Q3 2021 Oct 28, 2021	SELL	$42.32 - $51.15 $20,017 - $24,193	-473 Reduced 0.43%	110,604 $5.13 Million
Q2 2021 Jul 15, 2021	SELL	$39.48 - $47.9 $1.01 Million - $1.22 Million	-25,458 Reduced 18.65%	111,077 $5.03 Million
Q1 2021 Apr 22, 2021	SELL	$29.7 - $40.81 $307,751 - $422,873	-10,362 Reduced 7.05%	136,535 $5.99 Million
Q4 2020 Jan 21, 2021	BUY	$21.14 - $30.35 $573,908 - $823,941	27,148 Added 22.67%	146,897 $4.43 Million
Q3 2020 Nov 02, 2020	BUY	$22.83 - $26.35 $1.16 Million - $1.34 Million	50,983 Added 74.14%	119,749 $2.82 Million
Q2 2020 Jul 20, 2020	BUY	$22.53 - $33.32 $7,930 - $11,728	352 Added 0.51%	68,766 $1.76 Million
Q1 2020 Apr 16, 2020	SELL	$25.25 - $53.75 $57,267 - $121,905	-2,268 Reduced 3.21%	68,414 $1.96 Million
Q4 2019 Jan 27, 2020	SELL	$47.82 - $54.46 $27,305 - $31,096	-571 Reduced 0.8%	70,682 $3.8 Million
Q3 2019 Oct 15, 2019	SELL	$43.38 - $50.71 $2,169 - $2,535	-50 Reduced 0.07%	71,253 $3.59 Million
Q2 2019 Jul 15, 2019	SELL	$44.37 - $49.17 $1.01 Million - $1.12 Million	-22,764 Reduced 24.2%	71,303 $3.37 Million
Q1 2019 Apr 29, 2019	BUY	$46.57 - $51.73 $242,955 - $269,875	5,217 Added 5.87%	94,067 $4.55 Million
Q4 2018 Jan 11, 2019	BUY	$43.6 - $54.46 $310,039 - $387,265	7,111 Added 8.7%	88,850 $4.09 Million
Q3 2018 Oct 29, 2018	SELL	$52.56 - $59.19 $266,321 - $299,915	-5,067 Reduced 5.84%	81,739 $4.3 Million
Q2 2018 Jul 09, 2018	BUY	$50.39 - $56.18 $485,154 - $540,901	9,628 Added 12.48%	86,806 $4.81 Million
Q1 2018 Apr 16, 2018	BUY	$50.98 - $65.93 $665,645 - $860,848	13,057 Added 20.36%	77,178 $4.05 Million
Q4 2017 Jan 16, 2018	SELL	$53.19 - $61.61 $59,998 - $69,496	-1,128 Reduced 1.73%	64,121 $3.89 Million
Q3 2017 Nov 06, 2017	BUY	$49.58 - $55.15 $3.24 Million - $3.6 Million	65,249	65,249 $3.6 Million

Others Institutions Holding WFC

# of Institutions

2,391

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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 $225B
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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Yhb Investment Advisors, Inc. Wells Fargo & Company Transaction History