Bdo Wealth Advisors, LLC Wells Fargo & Company Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 8,939 shares of WFC stock, worth $627,875. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,939

Previous 1,115 701.7%

Holding current value

$627,875

Previous $41,000 829.27%

% of portfolio

0.04%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$36.72 - $42.68 $287,297 - $333,928	7,824 Added 701.7%	8,939 $381,000
Q1 2023 May 09, 2023	BUY	$36.23 - $48.5 $8,695 - $11,640	240 Added 27.43%	1,115 $41,000
Q3 2022 Nov 02, 2022	BUY	$1.55 - $45.53 $155 - $4,553	100 Added 12.9%	875 $35,000
Q4 2021 Feb 11, 2022	SELL	$45.31 - $52.0 $58,903 - $67,600	-1,300 Reduced 62.65%	775 $37,000
Q3 2021 Nov 09, 2021	SELL	$42.32 - $51.15 $8,294 - $10,025	-196 Reduced 8.63%	2,075 $96,000
Q2 2021 Sep 03, 2021	SELL	$39.48 - $47.9 $130,283 - $158,070	-3,300 Reduced 59.24%	2,271 $103,000
Q1 2021 May 14, 2021	BUY	$29.7 - $40.81 $144,668 - $198,785	4,871 Added 695.86%	5,571 $218,000
Q4 2020 Feb 12, 2021	SELL	$21.14 - $30.35 $26,425 - $37,937	-1,250 Reduced 64.1%	700 $21,000
Q3 2020 Nov 12, 2020	SELL	$22.83 - $26.35 $25,112 - $28,985	-1,100 Reduced 36.07%	1,950 $46,000
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $22,146 - $32,753	-983 Reduced 24.37%	3,050 $78,000
Q1 2020 May 15, 2020	BUY	$25.25 - $53.75 $53,025 - $112,875	2,100 Added 108.64%	4,033 $116,000
Q4 2019 Feb 14, 2020	SELL	$47.82 - $54.46 $41,316 - $47,053	-864 Reduced 30.89%	1,933 $104,000
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $390 - $456	9 Added 0.32%	2,797 $141,000
Q2 2019 Aug 09, 2019	SELL	$44.37 - $49.17 $8,696 - $9,637	-196 Reduced 6.57%	2,788 $132,000
Q1 2019 May 15, 2019	SELL	$46.57 - $51.73 $71,857 - $79,819	-1,543 Reduced 34.08%	2,984 $144,000
Q4 2018 Feb 14, 2019	SELL	$43.6 - $54.46 $49,573 - $61,921	-1,137 Reduced 20.07%	4,527 $209,000
Q3 2018 Nov 07, 2018	BUY	$52.56 - $59.19 $13,087 - $14,738	249 Added 4.6%	5,664 $298,000
Q2 2018 Aug 27, 2018	BUY	$50.39 - $56.18 $58,250 - $64,944	1,156 Added 27.14%	5,415 $300,000
Q1 2018 May 23, 2018	BUY	$50.98 - $65.93 $43,944 - $56,831	862 Added 25.38%	4,259 $223,000
Q4 2017 Feb 14, 2018	BUY	$53.19 - $61.61 $22,658 - $26,245	426 Added 14.34%	3,397 $206,000
Q3 2017 Nov 08, 2017	BUY	$49.58 - $55.15 $147,302 - $163,850	2,971	2,971 $164,000

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 $267B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC Wells Fargo & Company Transaction History