York Bridge Wealth Partners, LLC Wells Fargo & Company Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 10,905 shares of WFC stock, worth $777,635. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,905

Previous 17,812 38.78%

Holding current value

$777,635

Previous $716,000 37.15%

% of portfolio

0.11%

Previous 0.18%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$40.23 - $47.95 $277,868 - $331,190	-6,907 Reduced 38.78%	10,905 $0
Q3 2022 Oct 18, 2022	SELL	$1.55 - $45.53 $1,480 - $43,481	-955 Reduced 5.09%	17,812 $716,000
Q2 2022 Jul 15, 2022	BUY	$37.43 - $49.33 $2,956 - $3,897	79 Added 0.42%	18,767 $735,000
Q1 2022 Apr 15, 2022	BUY	$45.81 - $59.06 $126,023 - $162,474	2,751 Added 17.26%	18,688 $906,000
Q4 2021 Jan 19, 2022	BUY	$45.31 - $52.0 $194,108 - $222,768	4,284 Added 36.76%	15,937 $765,000
Q3 2021 Oct 22, 2021	SELL	$42.32 - $51.15 $169 - $204	-4 Reduced 0.03%	11,653 $541,000
Q2 2021 Jul 22, 2021	BUY	$39.48 - $47.9 $21,042 - $25,530	533 Added 4.79%	11,657 $528,000
Q1 2021 Apr 15, 2021	BUY	$29.7 - $40.81 $27,739 - $38,116	934 Added 9.17%	11,124 $435,000
Q4 2020 Jan 19, 2021	SELL	$21.14 - $30.35 $27,672 - $39,728	-1,309 Reduced 11.38%	10,190 $308,000
Q3 2020 Oct 19, 2020	SELL	$22.83 - $26.35 $99,949 - $115,360	-4,378 Reduced 27.57%	11,499 $270,000
Q2 2020 Jul 20, 2020	SELL	$22.53 - $33.32 $294,850 - $436,058	-13,087 Reduced 45.18%	15,877 $406,000
Q1 2020 Apr 16, 2020	BUY	$25.25 - $53.75 $2,499 - $5,321	99 Added 0.34%	28,964 $831,000
Q4 2019 Jan 17, 2020	SELL	$47.82 - $54.46 $96,978 - $110,444	-2,028 Reduced 6.56%	28,865 $1.55 Million
Q3 2019 Oct 21, 2019	BUY	$43.38 - $50.71 $53,747 - $62,829	1,239 Added 4.18%	30,893 $1.56 Million
Q2 2019 Jul 18, 2019	SELL	$44.37 - $49.17 $2,795 - $3,097	-63 Reduced 0.21%	29,654 $1.4 Million
Q1 2019 May 09, 2019	SELL	$46.57 - $51.73 $35,206 - $39,107	-756 Reduced 2.48%	29,717 $1.44 Million
Q4 2018 Feb 14, 2019	SELL	$43.6 - $54.46 $2,528 - $3,158	-58 Reduced 0.19%	30,473 $1.4 Million
Q3 2018 Nov 14, 2018	SELL	$52.56 - $59.19 $21,812 - $24,563	-415 Reduced 1.34%	30,531 $1.6 Million
Q2 2018 Aug 10, 2018	SELL	$50.39 - $56.18 $100,780 - $112,360	-2,000 Reduced 6.07%	30,946 $1.72 Million
Q1 2018 May 15, 2018	SELL	$50.98 - $65.93 $87,022 - $112,542	-1,707 Reduced 4.93%	32,946 $1.74 Million
Q4 2017 Feb 12, 2018	SELL	$53.19 - $61.61 $147,123 - $170,413	-2,766 Reduced 7.39%	34,653 $2.02 Million
Q3 2017 Oct 27, 2017	BUY	$49.58 - $55.15 $52,207 - $58,072	1,053 Added 2.9%	37,419 $2.06 Million
Q2 2017 Aug 14, 2017	BUY	N/A	36,366	36,366 $2.03 Million

Others Institutions Holding WFC

# of Institutions

2,503

Shares Held

2.26B

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 $271B
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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York Bridge Wealth Partners, LLC Wells Fargo & Company Transaction History