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 34,714 shares of WFC stock, worth $2.64 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
34,714
Previous 34,998 0.81%
Holding current value
$2.64 Million
Previous $2.08 Million 5.73%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 22, 2024

SELL
$51.58 - $60.97 $14,648 - $17,315
-284 Reduced 0.81%
34,714 $1.96 Million
Q2 2024

Aug 01, 2024

SELL
$56.41 - $62.34 $356,285 - $393,739
-6,316 Reduced 15.29%
34,998 $2.08 Million
Q1 2024

Aug 14, 2024

BUY
$46.44 - $57.96 $293,315 - $366,075
6,316 Added 18.05%
41,314 $2.39 Million
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

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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