A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 92,710 shares of WFC stock, worth $5.94 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
92,710
Previous 71,766 29.18%
Holding current value
$5.94 Million
Previous $4.16 Million 32.39%
% of portfolio
2.25%
Previous 1.78%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$56.41 - $62.34 $1.18 Million - $1.31 Million
20,944 Added 29.18%
92,710 $5.51 Million
Q1 2024

May 13, 2024

SELL
$46.44 - $57.96 $1.08 Million - $1.35 Million
-23,262 Reduced 24.48%
71,766 $4.16 Million
Q4 2023

Feb 12, 2024

SELL
$38.67 - $50.51 $20,727 - $27,073
-536 Reduced 0.56%
95,028 $4.68 Million
Q2 2023

Aug 15, 2023

BUY
$36.72 - $42.68 $850,765 - $988,852
23,169 Added 32.0%
95,564 $4.08 Million
Q1 2023

Apr 14, 2023

SELL
$36.23 - $48.5 $921,799 - $1.23 Million
-25,443 Reduced 26.01%
72,395 $2.71 Million
Q4 2022

Feb 10, 2023

BUY
$40.23 - $47.95 $1.02 Million - $1.22 Million
25,421 Added 35.1%
97,838 $4.04 Million
Q3 2022

Oct 26, 2022

SELL
$1.55 - $45.53 $39,551 - $1.16 Million
-25,517 Reduced 26.06%
72,417 $2.91 Million
Q2 2022

Jul 22, 2022

SELL
$37.43 - $49.33 $78,977 - $104,086
-2,110 Reduced 2.11%
97,934 $3.84 Million
Q1 2022

May 02, 2022

BUY
$45.81 - $59.06 $1.11 Million - $1.43 Million
24,176 Added 31.87%
100,044 $4.85 Million
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $25,192 - $28,912
556 Added 0.74%
75,868 $4.47 Million
Q3 2021

Nov 12, 2021

SELL
$42.32 - $51.15 $191,878 - $231,914
-4,534 Reduced 5.68%
75,312 $3.5 Million
Q3 2020

Oct 23, 2020

BUY
$22.83 - $26.35 $66,686 - $76,968
2,921 Added 3.8%
79,846 $1.83 Million
Q2 2020

Aug 07, 2020

BUY
$22.53 - $33.32 $977,171 - $1.45 Million
43,372 Added 129.26%
76,925 $1.88 Million
Q1 2020

May 11, 2020

BUY
$25.25 - $53.75 $59,312 - $126,258
2,349 Added 7.53%
33,553 $828,000
Q4 2019

Jan 17, 2020

SELL
$47.82 - $54.46 $952,574 - $1.08 Million
-19,920 Reduced 38.96%
31,204 $1.5 Million
Q3 2019

Oct 09, 2019

BUY
$43.38 - $50.71 $22,123 - $25,862
510 Added 1.01%
51,124 $2.52 Million
Q2 2019

Aug 06, 2019

BUY
$44.37 - $49.17 $7,809 - $8,653
176 Added 0.35%
50,614 $2.4 Million
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $36,324 - $40,349
780 Added 1.57%
50,438 $2.44 Million
Q4 2018

Feb 22, 2019

SELL
$43.6 - $54.46 $3 Million - $3.75 Million
-68,871 Reduced 58.1%
49,658 $2.29 Million
Q4 2018

Feb 07, 2019

BUY
$43.6 - $54.46 $5.17 Million - $6.46 Million
118,529 New
118,529 $5.46 Million
Q3 2018

Nov 13, 2018

SELL
$52.56 - $59.19 $2.47 Million - $2.79 Million
-47,076 Closed
0 $0
Q2 2018

Jul 31, 2018

BUY
$50.39 - $56.18 $1.03 Million - $1.15 Million
20,396 Added 76.45%
47,076 $2.61 Million
Q1 2018

May 02, 2018

SELL
$50.98 - $65.93 $854,730 - $1.11 Million
-16,766 Reduced 38.59%
26,680 $1.38 Million
Q4 2017

Feb 13, 2018

BUY
$53.19 - $61.61 $2.31 Million - $2.68 Million
43,446
43,446 $2.64 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 $243B
  • 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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