Boston Financial Mangement LLC Wells Fargo & Company Transaction History

Boston Financial Mangement LLC

$3.18 Billion
Q4 2024

A detailed history of Boston Financial Mangement LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Boston Financial Mangement LLC holds 3,869 shares of WFC stock, worth $322,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,869

Previous 4,028 3.95%

Holding current value

$322,751

Previous $227,000 19.38%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$54.98 - $77.35 $8,741 - $12,298	-159 Reduced 3.95%	3,869 $271,000
Q3 2024 Oct 24, 2024	SELL	$51.58 - $60.97 $722 - $853	-14 Reduced 0.35%	4,028 $227,000
Q2 2024 Jul 29, 2024	BUY	$56.41 - $62.34 $16,302 - $18,016	289 Added 7.7%	4,042 $240,000
Q1 2024 May 10, 2024	BUY	$46.44 - $57.96 $174,289 - $217,523	3,753 New	3,753 $217,000
Q3 2022 Nov 09, 2022	SELL	$1.55 - $45.53 $1,860 - $54,636	-1,200 Reduced 17.54%	5,643 $227,000

Q2 2022 Aug 08, 2022	BUY	$37.43 - $49.33 $90,880 - $119,773	2,428 Added 54.99%	6,843 $268,000
Q1 2022 May 13, 2022	BUY	$45.81 - $59.06 $202,251 - $260,749	4,415 New	4,415 $214,000
Q3 2020 Nov 12, 2020	SELL	$22.83 - $26.35 $128,395 - $148,192	-5,624 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$22.53 - $33.32 $281,895 - $416,899	-12,512 Reduced 68.99%	5,624 $144,000
Q1 2020 May 05, 2020	SELL	$25.25 - $53.75 $126,527 - $269,341	-5,011 Reduced 21.65%	18,136 $520,000
Q4 2019 Feb 05, 2020	SELL	$47.82 - $54.46 $189,558 - $215,879	-3,964 Reduced 14.62%	23,147 $1.25 Million
Q3 2019 Nov 08, 2019	SELL	$43.38 - $50.71 $247,482 - $289,300	-5,705 Reduced 17.38%	27,111 $1.37 Million
Q2 2019 Jul 24, 2019	SELL	$44.37 - $49.17 $294,350 - $326,193	-6,634 Reduced 16.82%	32,816 $1.55 Million
Q1 2019 Apr 25, 2019	SELL	$46.57 - $51.73 $359,846 - $399,717	-7,727 Reduced 16.38%	39,450 $1.91 Million
Q4 2018 Jan 31, 2019	SELL	$43.6 - $54.46 $735,575 - $918,794	-16,871 Reduced 26.34%	47,177 $2.17 Million
Q3 2018 Nov 02, 2018	SELL	$52.56 - $59.19 $196,469 - $221,252	-3,738 Reduced 5.51%	64,048 $3.37 Million
Q2 2018 Aug 03, 2018	SELL	$50.39 - $56.18 $203,172 - $226,517	-4,032 Reduced 5.61%	67,786 $3.76 Million
Q1 2018 Apr 25, 2018	SELL	$50.98 - $65.93 $532,690 - $688,902	-10,449 Reduced 12.7%	71,818 $3.76 Million
Q4 2017 Feb 05, 2018	SELL	$53.19 - $61.61 $104,358 - $120,878	-1,962 Reduced 2.33%	82,267 $4.99 Million
Q3 2017 Oct 30, 2017	BUY	$49.58 - $55.15 $4.18 Million - $4.65 Million	84,229	84,229 $4.65 Million

Others Institutions Holding WFC

# of Institutions

3,128

Shares Held

2.24B

Call Options Held

42M

Put Options Held

49M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $317B
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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Boston Financial Mangement LLC Wells Fargo & Company Transaction History