Aspen Investment Management Inc Wells Fargo & Company Transaction History

Aspen Investment Management Inc

$214 Million
Q3 2024

A detailed history of Aspen Investment Management Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Aspen Investment Management Inc holds 9,480 shares of WFC stock, worth $682,844. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,480

Previous 9,480 -0.0%

Holding current value

$682,844

Previous $563,000 4.8%

% of portfolio

0.25%

Previous 0.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$56.41 - $62.34 $5,641 - $6,234	-100 Reduced 1.04%	9,480 $563,000
Q1 2023 May 16, 2023	SELL	$36.23 - $48.5 $18,115 - $24,250	-500 Reduced 4.96%	9,580 $358,000
Q4 2022 Feb 06, 2023	SELL	$40.23 - $47.95 $442 - $527	-11 Reduced 0.11%	10,080 $416,000
Q2 2022 Aug 15, 2022	SELL	$37.43 - $49.33 $3,743 - $4,933	-100 Reduced 0.98%	10,091 $395,000
Q1 2022 May 11, 2022	SELL	$45.81 - $59.06 $20,064 - $25,868	-438 Reduced 4.12%	10,191 $494,000
Q4 2021 Jan 26, 2022	SELL	$45.31 - $52.0 $407 - $468	-9 Reduced 0.08%	10,629 $510,000
Q3 2021 Dec 06, 2021	BUY	$42.32 - $51.15 $846 - $1,023	20 Added 0.19%	10,638 $494,000
Q2 2021 Aug 04, 2021	SELL	$39.48 - $47.9 $4,105 - $4,981	-104 Reduced 0.97%	10,618 $481,000
Q1 2021 Jun 10, 2021	SELL	$29.7 - $40.81 $3,118 - $4,285	-105 Reduced 0.97%	10,722 $419,000
Q4 2020 Jan 25, 2021	SELL	$21.14 - $30.35 $16,637 - $23,885	-787 Reduced 6.78%	10,827 $327,000
Q3 2020 Nov 30, 2020	SELL	$22.83 - $26.35 $319,460 - $368,715	-13,993 Reduced 54.65%	11,614 $273,000
Q2 2020 Aug 06, 2020	SELL	$22.53 - $33.32 $3,492 - $5,164	-155 Reduced 0.6%	25,607 $656,000
Q1 2020 May 15, 2020	BUY	$25.25 - $53.75 $280,527 - $597,162	11,110 Added 75.83%	25,762 $739,000
Q3 2019 Nov 13, 2019	SELL	$43.38 - $50.71 $10,845 - $12,677	-250 Reduced 1.68%	14,652 $739,000
Q2 2019 Aug 12, 2019	SELL	$44.37 - $49.17 $13,311 - $14,751	-300 Reduced 1.97%	14,902 $705,000
Q1 2019 May 15, 2019	SELL	$46.57 - $51.73 $66,362 - $73,715	-1,425 Reduced 8.57%	15,202 $735,000
Q4 2018 Feb 15, 2019	SELL	$43.6 - $54.46 $13,080 - $16,338	-300 Reduced 1.77%	16,627 $766,000
Q3 2018 Nov 13, 2018	SELL	$52.56 - $59.19 $11,720 - $13,199	-223 Reduced 1.3%	16,927 $890,000
Q1 2018 May 16, 2018	SELL	$50.98 - $65.93 $11,419 - $14,768	-224 Reduced 1.29%	17,150 $899,000
Q4 2017 Feb 15, 2018	SELL	$53.19 - $61.61 $5,319 - $6,161	-100 Reduced 0.57%	17,374 $0
Q3 2017 Nov 15, 2017	BUY	$49.58 - $55.15 $866,360 - $963,691	17,474	17,474 $964,000

Others Institutions Holding WFC

# of Institutions

2,504

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 $273B
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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Aspen Investment Management Inc Wells Fargo & Company Transaction History