A detailed history of Avantax Advisory Services, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 175,885 shares of WFC stock, worth $12.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
175,885
Previous 177,557 0.94%
Holding current value
$12.6 Million
Previous $10.5 Million 5.83%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 13, 2024

SELL
$51.58 - $60.97 $86,241 - $101,941
-1,672 Reduced 0.94%
175,885 $9.93 Million
Q2 2024

Aug 09, 2024

BUY
$56.41 - $62.34 $3.26 Million - $3.6 Million
57,807 Added 48.27%
177,557 $10.5 Million
Q1 2024

May 08, 2024

SELL
$46.44 - $57.96 $209,676 - $261,689
-4,515 Reduced 3.63%
119,750 $6.94 Million
Q4 2023

Feb 07, 2024

BUY
$38.67 - $50.51 $487,783 - $637,133
12,614 Added 11.3%
124,265 $6.12 Million
Q3 2023

Nov 07, 2023

SELL
$40.43 - $47.13 $161,679 - $188,472
-3,999 Reduced 3.46%
111,651 $4.56 Million
Q2 2023

Aug 11, 2023

BUY
$36.72 - $42.68 $325,008 - $377,760
8,851 Added 8.29%
115,650 $4.94 Million
Q1 2023

Apr 28, 2023

SELL
$36.23 - $48.5 $97,350 - $130,319
-2,687 Reduced 2.45%
106,799 $3.99 Million
Q4 2022

Feb 13, 2023

BUY
$40.23 - $47.95 $439,955 - $524,381
10,936 Added 11.1%
109,486 $4.52 Million
Q3 2022

Nov 01, 2022

BUY
$1.55 - $45.53 $6,311 - $185,398
4,072 Added 4.31%
98,550 $3.96 Million
Q2 2022

Aug 02, 2022

SELL
$37.43 - $49.33 $206,014 - $271,512
-5,504 Reduced 5.5%
94,478 $3.7 Million
Q1 2022

Apr 27, 2022

BUY
$45.81 - $59.06 $1.57 Million - $2.02 Million
34,274 Added 52.16%
99,982 $4.84 Million
Q4 2021

Jan 24, 2022

BUY
$45.31 - $52.0 $114,317 - $131,196
2,523 Added 3.99%
65,708 $3.15 Million
Q3 2021

Oct 21, 2021

SELL
$42.32 - $51.15 $427,982 - $517,279
-10,113 Reduced 13.8%
63,185 $2.93 Million
Q2 2021

Jul 29, 2021

BUY
$39.48 - $47.9 $15,594 - $18,920
395 Added 0.54%
73,298 $3.32 Million
Q1 2021

May 13, 2021

BUY
$29.7 - $40.81 $728,570 - $1 Million
24,531 Added 50.71%
72,903 $2.85 Million
Q4 2020

Jan 22, 2021

SELL
$21.14 - $30.35 $2.46 Million - $3.53 Million
-116,472 Reduced 70.66%
48,372 $1.46 Million
Q3 2020

Oct 14, 2020

BUY
$22.83 - $26.35 $2.46 Million - $2.84 Million
107,939 Added 189.68%
164,844 $3.88 Million
Q2 2020

Aug 06, 2020

SELL
$22.53 - $33.32 $25,166 - $37,218
-1,117 Reduced 1.93%
56,905 $1.45 Million
Q1 2020

Apr 30, 2020

BUY
$25.25 - $53.75 $82,693 - $176,031
3,275 Added 5.98%
58,022 $1.67 Million
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $505,983 - $576,241
10,581 Added 23.96%
54,747 $2.95 Million
Q3 2019

Nov 08, 2019

BUY
$43.38 - $50.71 $111,009 - $129,766
2,559 Added 6.15%
44,166 $2.23 Million
Q2 2019

Aug 06, 2019

SELL
$44.37 - $49.17 $178,456 - $197,761
-4,022 Reduced 8.81%
41,607 $1.97 Million
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $64,918 - $72,111
1,394 Added 3.15%
45,629 $2.21 Million
Q4 2018

Feb 13, 2019

BUY
$43.6 - $54.46 $1.93 Million - $2.41 Million
44,235 New
44,235 $2.03 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 $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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