A detailed history of Avantax Planning Partners, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,561 shares of WFC stock, worth $832,418. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,561
Previous 15,023 29.7%
Holding current value
$832,418
Previous $892,000 33.18%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$51.58 - $60.97 $230,149 - $272,048
-4,462 Reduced 29.7%
10,561 $596,000
Q2 2024

Aug 09, 2024

SELL
$56.41 - $62.34 $139,614 - $154,291
-2,475 Reduced 14.14%
15,023 $892,000
Q1 2024

May 02, 2024

BUY
$46.44 - $57.96 $214,924 - $268,238
4,628 Added 35.96%
17,498 $1.01 Million
Q4 2023

Feb 09, 2024

SELL
$38.67 - $50.51 $345,825 - $451,710
-8,943 Reduced 41.0%
12,870 $633,000
Q3 2023

Nov 03, 2023

BUY
$40.43 - $47.13 $9,096 - $10,604
225 Added 1.04%
21,813 $891,000
Q2 2023

Jul 17, 2023

SELL
$36.72 - $42.68 $164,836 - $191,590
-4,489 Reduced 17.21%
21,588 $921,000
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $24,455 - $32,737
675 Added 2.66%
26,077 $974,000
Q4 2022

Feb 09, 2023

BUY
$40.23 - $47.95 $48,477 - $57,779
1,205 Added 4.98%
25,402 $1.05 Million
Q3 2022

Oct 14, 2022

SELL
$1.55 - $45.53 $42,163 - $1.24 Million
-27,202 Reduced 52.92%
24,197 $973,000
Q2 2022

Jul 18, 2022

BUY
$37.43 - $49.33 $263,582 - $347,381
7,042 Added 15.88%
51,399 $2.01 Million
Q1 2022

May 09, 2022

SELL
$45.81 - $59.06 $109,623 - $141,330
-2,393 Reduced 5.12%
44,357 $2.15 Million
Q4 2021

Jan 28, 2022

BUY
$45.31 - $52.0 $48,481 - $55,640
1,070 Added 2.34%
46,750 $2.24 Million
Q3 2021

Oct 27, 2021

SELL
$42.32 - $51.15 $11,214 - $13,554
-265 Reduced 0.58%
45,680 $2.12 Million
Q2 2021

Aug 10, 2021

BUY
$39.48 - $47.9 $176,278 - $213,873
4,465 Added 10.76%
45,945 $2.08 Million
Q1 2021

May 06, 2021

SELL
$29.7 - $40.81 $419,364 - $576,237
-14,120 Reduced 25.4%
41,480 $1.62 Million
Q4 2020

Feb 04, 2021

SELL
$21.14 - $30.35 $331,855 - $476,434
-15,698 Reduced 22.02%
55,600 $1.68 Million
Q3 2020

Oct 28, 2020

BUY
$22.83 - $26.35 $38,947 - $44,953
1,706 Added 2.45%
71,298 $1.68 Million
Q2 2020

Jul 15, 2020

BUY
$22.53 - $33.32 $43,730 - $64,674
1,941 Added 2.87%
69,592 $1.78 Million
Q1 2020

Apr 27, 2020

SELL
$25.25 - $53.75 $145,743 - $310,245
-5,772 Reduced 7.86%
67,651 $1.94 Million
Q4 2019

Jan 15, 2020

SELL
$47.82 - $54.46 $109,364 - $124,550
-2,287 Reduced 3.02%
73,423 $3.95 Million
Q3 2019

Nov 08, 2019

BUY
$43.38 - $50.71 $715,509 - $836,410
16,494 Added 27.85%
75,710 $3.82 Million
Q2 2019

Aug 07, 2019

SELL
$44.37 - $49.17 $527,514 - $584,582
-11,889 Reduced 16.72%
59,216 $2.82 Million
Q1 2019

May 08, 2019

BUY
$46.57 - $51.73 $1.14 Million - $1.26 Million
24,442 Added 52.38%
71,105 $3.44 Million
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $55,677 - $69,545
-1,277 Reduced 2.66%
46,663 $2.15 Million
Q3 2018

Nov 13, 2018

BUY
$52.56 - $59.19 $16,398 - $18,467
312 Added 0.66%
47,940 $2.52 Million
Q2 2018

Aug 13, 2018

SELL
$50.39 - $56.18 $240,108 - $267,697
-4,765 Reduced 9.09%
47,628 $2.64 Million
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $155,743 - $201,416
3,055 Added 6.19%
52,393 $2.75 Million
Q4 2017

Feb 09, 2018

SELL
$53.19 - $61.61 $1.36 Million - $1.57 Million
-25,531 Reduced 34.1%
49,338 $2.99 Million
Q3 2017

Oct 19, 2017

BUY
$49.58 - $55.15 $3.71 Million - $4.13 Million
74,869
74,869 $4.13 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 $299B
  • 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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