9258 Wealth Management, LLC Wells Fargo & Company Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 12,842 shares of WFC stock, worth $919,358. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,842

Previous 12,837 0.04%

Holding current value

$919,358

Previous $762,000 4.86%

% of portfolio

0.11%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.58 - $60.97 $257 - $304	5 Added 0.04%	12,842 $725,000
Q2 2024 Aug 02, 2024	BUY	$56.41 - $62.34 $169 - $187	3 Added 0.02%	12,837 $762,000
Q1 2024 May 03, 2024	SELL	$46.44 - $57.96 $6,408 - $7,998	-138 Reduced 1.06%	12,834 $743,000
Q4 2023 Feb 06, 2024	BUY	$38.67 - $50.51 $19,953 - $26,063	516 Added 4.14%	12,972 $638,000
Q3 2023 Nov 08, 2023	SELL	$40.43 - $47.13 $687 - $801	-17 Reduced 0.14%	12,456 $508,000
Q2 2023 Aug 08, 2023	BUY	$36.72 - $42.68 $7,784 - $9,048	212 Added 1.73%	12,473 $532,000
Q1 2023 May 03, 2023	BUY	$36.23 - $48.5 $2,934 - $3,928	81 Added 0.67%	12,261 $458,000
Q4 2022 Feb 03, 2023	BUY	$40.23 - $47.95 $40,833 - $48,669	1,015 Added 9.09%	12,180 $502,000
Q3 2022 Nov 08, 2022	BUY	$1.55 - $45.53 $230 - $6,783	149 Added 1.35%	11,165 $449,000
Q2 2022 Aug 04, 2022	SELL	$37.43 - $49.33 $13,549 - $17,857	-362 Reduced 3.18%	11,016 $431,000
Q1 2022 May 13, 2022	SELL	$45.81 - $59.06 $22,675 - $29,234	-495 Reduced 4.17%	11,378 $551,000
Q4 2021 Feb 11, 2022	BUY	$45.31 - $52.0 $70,819 - $81,276	1,563 Added 15.16%	11,873 $570,000
Q3 2021 Nov 12, 2021	BUY	$42.32 - $51.15 $13,880 - $16,777	328 Added 3.29%	10,310 $478,000
Q2 2021 Aug 13, 2021	BUY	$39.48 - $47.9 $24,082 - $29,219	610 Added 6.51%	9,982 $452,000
Q1 2021 May 11, 2021	BUY	$29.7 - $40.81 $12,177 - $16,732	410 Added 4.57%	9,372 $366,000
Q4 2020 Feb 10, 2021	SELL	$21.14 - $30.35 $84,264 - $120,975	-3,986 Reduced 30.78%	8,962 $270,000
Q3 2020 Nov 13, 2020	SELL	$22.83 - $26.35 $29,519 - $34,070	-1,293 Reduced 9.08%	12,948 $278,000
Q2 2020 Aug 13, 2020	SELL	$22.53 - $33.32 $9,958 - $14,727	-442 Reduced 3.01%	14,241 $365,000
Q1 2020 May 05, 2020	SELL	$25.25 - $53.75 $86,885 - $184,953	-3,441 Reduced 18.99%	14,683 $417,000
Q4 2019 Feb 06, 2020	BUY	$47.82 - $54.46 $161,870 - $184,347	3,385 Added 22.97%	18,124 $975,000
Q3 2019 Nov 07, 2019	BUY	$43.38 - $50.71 $31,450 - $36,764	725 Added 5.17%	14,739 $743,000
Q2 2019 Aug 07, 2019	BUY	$44.37 - $49.17 $113,631 - $125,924	2,561 Added 22.36%	14,014 $663,000
Q1 2019 May 07, 2019	SELL	$46.57 - $51.73 $32,505 - $36,107	-698 Reduced 5.74%	11,453 $553,000
Q4 2018 Feb 12, 2019	BUY	$43.6 - $54.46 $529,783 - $661,743	12,151 New	12,151 $560,000

Others Institutions Holding WFC

# of Institutions

2,502

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 $272B
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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9258 Wealth Management, LLC Wells Fargo & Company Transaction History