Coastal Investment Advisors, Inc. Wells Fargo & Company Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$56.41 - $62.34 $105,430 - $116,513	-1,869 Reduced 7.62%	22,646 $1.34 Million
Q1 2024 Apr 19, 2024	SELL	$46.44 - $57.96 $62,229 - $77,666	-1,340 Reduced 5.18%	24,515 $1.42 Million
Q4 2023 Jan 19, 2024	SELL	$38.67 - $50.51 $19,412 - $25,356	-502 Reduced 1.9%	25,855 $1.27 Million
Q2 2023 Aug 09, 2023	BUY	$36.72 - $42.68 $65,508 - $76,141	1,784 Added 7.26%	26,357 $1.12 Million
Q1 2023 May 05, 2023	SELL	$36.23 - $48.5 $104,306 - $139,631	-2,879 Reduced 10.49%	24,573 $918,000
Q4 2022 Feb 10, 2023	SELL	$40.23 - $47.95 $60,505 - $72,116	-1,504 Reduced 5.19%	27,452 $1.13 Million
Q3 2022 Oct 27, 2022	BUY	$1.55 - $45.53 $11,944 - $350,854	7,706 Added 36.26%	28,956 $1.17 Million
Q2 2022 Aug 09, 2022	SELL	$37.43 - $49.33 $51,503 - $67,878	-1,376 Reduced 6.08%	21,250 $848,000
Q1 2022 Apr 13, 2022	SELL	$45.81 - $59.06 $27,577 - $35,554	-602 Reduced 2.59%	22,626 $1.1 Million
Q4 2021 Jan 18, 2022	BUY	$45.31 - $52.0 $4,485 - $5,148	99 Added 0.43%	23,228 $1.11 Million
Q3 2021 Oct 18, 2021	BUY	$42.32 - $51.15 $28,946 - $34,986	684 Added 3.05%	23,129 $1.07 Million
Q2 2021 Jul 15, 2021	SELL	$39.48 - $47.9 $5,685 - $6,897	-144 Reduced 0.64%	22,445 $1.02 Million
Q1 2021 Apr 12, 2021	BUY	$29.7 - $40.81 $37,867 - $52,032	1,275 Added 5.98%	22,589 $883,000
Q4 2020 Jan 13, 2021	SELL	$21.14 - $30.35 $300,716 - $431,728	-14,225 Reduced 40.03%	21,314 $643,000
Q3 2020 Oct 23, 2020	BUY	$22.83 - $26.35 $24,839 - $28,668	1,088 Added 3.16%	35,539 $836,000
Q2 2020 Jul 16, 2020	BUY	$22.53 - $33.32 $290,321 - $429,361	12,886 Added 59.75%	34,451 $882,000
Q1 2020 Apr 23, 2020	BUY	$25.25 - $53.75 $78,729 - $167,592	3,118 Added 16.9%	21,565 $619,000
Q4 2019 Feb 05, 2020	BUY	$47.82 - $54.46 $41,173 - $46,890	861 Added 4.9%	18,447 $997,000
Q3 2019 Oct 18, 2019	SELL	$43.38 - $50.71 $22,470 - $26,267	-518 Reduced 2.86%	17,586 $884,000
Q2 2019 Aug 01, 2019	BUY	$44.37 - $49.17 $26,622 - $29,502	600 Added 3.43%	18,104 $858,000
Q1 2019 May 15, 2019	BUY	$46.57 - $51.73 $815,161 - $905,481	17,504 New	17,504 $849,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$21.8 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$18.1 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.1 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.12 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.49 Billion
0.93% of portfolio

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 $270B
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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