A detailed history of Ae Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Ae Wealth Management LLC holds 312,302 shares of WFC stock, worth $22.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
312,302
Previous 93,970 232.34%
Holding current value
$22.4 Million
Previous $5.58 Million 215.99%
% of portfolio
0.18%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$51.58 - $60.97 $11.3 Million - $13.3 Million
218,332 Added 232.34%
312,302 $17.6 Million
Q2 2024

Aug 12, 2024

BUY
$56.41 - $62.34 $746,924 - $825,443
13,241 Added 16.4%
93,970 $5.58 Million
Q1 2024

May 15, 2024

SELL
$46.44 - $57.96 $13.2 Million - $16.5 Million
-284,658 Reduced 77.91%
80,729 $4.68 Million
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $761,025 - $994,036
19,680 Added 5.69%
365,387 $18 Million
Q3 2023

Oct 11, 2023

BUY
$40.43 - $47.13 $1.32 Million - $1.54 Million
32,650 Added 10.43%
345,707 $14.1 Million
Q2 2023

Jul 10, 2023

SELL
$36.72 - $42.68 $3.2 Million - $3.73 Million
-87,280 Reduced 21.8%
313,057 $13.4 Million
Q1 2023

Apr 14, 2023

SELL
$36.23 - $48.5 $2.75 Million - $3.68 Million
-75,800 Reduced 15.92%
400,337 $15 Million
Q4 2022

Jan 31, 2023

BUY
$40.23 - $47.95 $3.69 Million - $4.4 Million
91,837 Added 23.9%
476,137 $19.7 Million
Q3 2022

Oct 25, 2022

BUY
$1.55 - $45.53 $122,778 - $3.61 Million
79,212 Added 25.96%
384,300 $15.5 Million
Q2 2022

Aug 03, 2022

BUY
$37.43 - $49.33 $340,613 - $448,903
9,100 Added 3.07%
305,088 $12 Million
Q1 2022

Apr 18, 2022

BUY
$45.81 - $59.06 $2.56 Million - $3.29 Million
55,788 Added 23.23%
295,988 $14.3 Million
Q4 2021

Jan 20, 2022

BUY
$45.31 - $52.0 $1.28 Million - $1.47 Million
28,207 Added 13.31%
240,200 $11.5 Million
Q3 2021

Nov 01, 2021

BUY
$42.32 - $51.15 $304,704 - $368,280
7,200 Added 3.52%
211,993 $9.84 Million
Q2 2021

Jul 21, 2021

SELL
$39.48 - $47.9 $353,464 - $428,848
-8,953 Reduced 4.19%
204,793 $9.28 Million
Q1 2021

Apr 27, 2021

SELL
$29.7 - $40.81 $503,474 - $691,811
-16,952 Reduced 7.35%
213,746 $8.35 Million
Q4 2020

Feb 01, 2021

BUY
$21.14 - $30.35 $38,115 - $54,721
1,803 Added 0.79%
230,698 $6.96 Million
Q3 2020

Nov 06, 2020

BUY
$22.83 - $26.35 $255,399 - $294,777
11,187 Added 5.14%
228,895 $5.38 Million
Q2 2020

Aug 05, 2020

BUY
$22.53 - $33.32 $2.98 Million - $4.41 Million
132,267 Added 154.81%
217,708 $5.57 Million
Q1 2020

May 07, 2020

SELL
$25.25 - $53.75 $1.12 Million - $2.39 Million
-44,500 Reduced 34.25%
85,441 $2.45 Million
Q4 2019

Jan 15, 2020

BUY
$47.82 - $54.46 $908,245 - $1.03 Million
18,993 Added 17.12%
129,941 $6.99 Million
Q3 2019

Nov 05, 2019

SELL
$43.38 - $50.71 $297,500 - $347,769
-6,858 Reduced 5.82%
110,948 $5.6 Million
Q2 2019

Jul 22, 2019

BUY
$44.37 - $49.17 $3.67 Million - $4.06 Million
82,655 Added 235.14%
117,806 $5.58 Million
Q1 2019

May 14, 2019

BUY
$46.57 - $51.73 $527,777 - $586,256
11,333 Added 47.58%
35,151 $1.7 Million
Q4 2018

Feb 15, 2019

SELL
$43.6 - $54.46 $38,280 - $47,815
-878 Reduced 3.56%
23,818 $1.1 Million
Q3 2018

Nov 14, 2018

BUY
$52.56 - $59.19 $113,266 - $127,554
2,155 Added 9.56%
24,696 $1.3 Million
Q2 2018

Aug 15, 2018

SELL
$50.39 - $56.18 $815,209 - $908,880
-16,178 Reduced 41.78%
22,541 $1.25 Million
Q1 2018

May 14, 2018

BUY
$50.98 - $65.93 $294,664 - $381,075
5,780 Added 17.55%
38,719 $2.03 Million
Q4 2017

Feb 06, 2018

BUY
$53.19 - $61.61 $985,823 - $1.14 Million
18,534 Added 128.66%
32,939 $2 Million
Q3 2017

Nov 08, 2017

BUY
$49.58 - $55.15 $359,008 - $399,341
7,241 Added 101.07%
14,405 $794,000
Q2 2017

Aug 14, 2017

BUY
N/A
7,164
7,164 $397,000

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 $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...
More about WFC
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