Clearstead Advisors, LLC Wells Fargo & Company Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Clearstead Advisors, LLC holds 91,702 shares of WFC stock, worth $7.41 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
91,702
Previous 92,258 0.6%
Holding current value
$7.41 Million
Previous $5.21 Million 23.68%
% of portfolio
0.1%
Previous 0.08%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$54.98 - $77.35 $30,568 - $43,006
-556 Reduced 0.6%
91,702 $6.44 Million
Q3 2024

Nov 13, 2024
SELL
$51.58 - $60.97 $272,342 - $321,921
-5,280 Reduced 5.41%
92,258 $5.21 Million
Q2 2024

Aug 09, 2024
BUY
$56.41 - $62.34 $2.86 Million - $3.16 Million
50,681 Added 108.16%
97,538 $5.79 Million
Q1 2024

May 14, 2024
SELL
$46.44 - $57.96 $116,517 - $145,421
-2,509 Reduced 5.08%
46,857 $2.72 Million
Q4 2023

Feb 12, 2024
SELL
$38.67 - $50.51 $33,140 - $43,287
-857 Reduced 1.71%
49,366 $2.43 Million
Q3 2023

Nov 13, 2023
SELL
$40.43 - $47.13 $53,367 - $62,211
-1,320 Reduced 2.56%
50,223 $2.05 Million
Q3 2023

Nov 07, 2023
BUY
$40.43 - $47.13 $80,981 - $94,401
2,003 Added 4.04%
51,543 $2.11 Million
Q2 2023

Aug 07, 2023
SELL
$36.72 - $42.68 $85,888 - $99,828
-2,339 Reduced 4.51%
49,540 $2.11 Million
Q1 2023

May 09, 2023
SELL
$36.23 - $48.5 $113,653 - $152,144
-3,137 Reduced 5.7%
51,879 $1.94 Million
Q4 2022

Feb 14, 2023
SELL
$40.23 - $47.95 $32,586 - $38,839
-810 Reduced 1.45%
55,016 $2.27 Million
Q3 2022

Nov 14, 2022
SELL
$1.55 - $45.53 $6,654 - $195,460
-4,293 Reduced 7.14%
55,826 $2.25 Million
Q2 2022

Aug 12, 2022
SELL
$37.43 - $49.33 $165,365 - $217,939
-4,418 Reduced 6.85%
60,119 $2.36 Million
Q1 2022

May 04, 2022
BUY
$45.81 - $59.06 $182,186 - $234,881
3,977 Added 6.57%
64,537 $3.13 Million
Q4 2021

Feb 14, 2022
SELL
$45.31 - $52.0 $21,023 - $24,128
-464 Reduced 0.76%
60,560 $2.91 Million
Q3 2021

Nov 12, 2021
SELL
$42.32 - $51.15 $1.16 Million - $1.4 Million
-27,299 Reduced 30.91%
61,024 $2.83 Million
Q2 2021

Aug 12, 2021
SELL
$39.48 - $47.9 $695,005 - $843,231
-17,604 Reduced 16.62%
88,323 $4 Million
Q1 2021

May 14, 2021
BUY
$29.7 - $40.81 $359,102 - $493,433
12,091 Added 12.89%
105,927 $4.14 Million
Q4 2020

Feb 11, 2021
SELL
$21.14 - $30.35 $292,725 - $420,256
-13,847 Reduced 12.86%
93,836 $2.83 Million
Q3 2020

Nov 12, 2020
BUY
$22.83 - $26.35 $7,922 - $9,143
347 Added 0.32%
107,683 $2.53 Million
Q2 2020

Aug 11, 2020
BUY
$22.53 - $33.32 $434,986 - $643,309
19,307 Added 21.93%
107,336 $2.75 Million
Q1 2020

May 14, 2020
SELL
$25.25 - $53.75 $82,188 - $174,956
-3,255 Reduced 3.57%
88,029 $2.53 Million
Q4 2019

Feb 11, 2020
BUY
$47.82 - $54.46 $151,254 - $172,256
3,163 Added 3.59%
91,284 $4.91 Million
Q3 2019

Nov 12, 2019
SELL
$43.38 - $50.71 $120,553 - $140,923
-2,779 Reduced 3.06%
88,121 $4.45 Million
Q2 2019

Aug 08, 2019
SELL
$44.37 - $49.17 $54,752 - $60,675
-1,234 Reduced 1.34%
90,900 $4.3 Million
Q1 2019

May 14, 2019
BUY
$46.57 - $51.73 $47,827 - $53,126
1,027 Added 1.13%
92,134 $4.45 Million
Q4 2018

Feb 11, 2019
SELL
$43.6 - $54.46 $170,955 - $213,537
-3,921 Reduced 4.13%
91,107 $4.2 Million
Q3 2018

Nov 13, 2018
SELL
$52.56 - $59.19 $113,319 - $127,613
-2,156 Reduced 2.22%
95,028 $5 Million
Q2 2018

Aug 07, 2018
SELL
$50.39 - $56.18 $3,325 - $3,707
-66 Reduced 0.07%
97,184 $5.39 Million
Q1 2018

May 14, 2018
SELL
$50.98 - $65.93 $802,629 - $1.04 Million
-15,744 Reduced 13.93%
97,250 $5.1 Million
Q4 2017

Feb 09, 2018
SELL
$53.19 - $61.61 $575,834 - $666,989
-10,826 Reduced 8.74%
112,994 $6.86 Million
Q3 2017

Nov 09, 2017
BUY
$49.58 - $55.15 $6.14 Million - $6.83 Million
123,820
123,820 $6.83 Million

Others Institutions Holding WFC

# of Institutions
2,838
Shares Held
2.31B
Call Options Held
67M
Put Options Held
54.6M
View Full List

About WELLS FARGO & COMPANY

WFC Quotes by TradingView
  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $307B
  • 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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