A detailed history of Consilium Wealth Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 156,278 shares of WFC stock, worth $11.2 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares
156,278
Previous 155,632 0.42%
Holding current value
$11.2 Million
Previous $9.24 Million 4.53%
% of portfolio
4.88%
Previous 5.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$51.58 - $60.97 $33,320 - $39,386
646 Added 0.42%
156,278 $8.82 Million
Q2 2024

Aug 01, 2024

SELL
$56.41 - $62.34 $485,408 - $536,435
-8,605 Reduced 5.24%
155,632 $9.24 Million
Q1 2024

Apr 30, 2024

SELL
$46.44 - $57.96 $234,707 - $292,929
-5,054 Reduced 2.99%
164,237 $9.52 Million
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $74,285 - $97,029
-1,921 Reduced 1.12%
169,291 $8.33 Million
Q3 2023

Oct 10, 2023

SELL
$40.43 - $47.13 $509,175 - $593,555
-12,594 Reduced 6.85%
171,212 $7 Million
Q2 2023

Jul 13, 2023

BUY
$36.72 - $42.68 $14,137 - $16,431
385 Added 0.21%
183,806 $7.84 Million
Q1 2023

Apr 13, 2023

SELL
$36.23 - $48.5 $170,280 - $227,950
-4,700 Reduced 2.5%
183,421 $6.86 Million
Q4 2022

Feb 13, 2023

SELL
$40.23 - $47.95 $232,247 - $276,815
-5,773 Reduced 2.98%
188,121 $7.77 Million
Q3 2022

Oct 12, 2022

SELL
$1.55 - $45.53 $385 - $11,336
-249 Reduced 0.13%
193,894 $7.8 Million
Q2 2022

Jul 12, 2022

SELL
$37.43 - $49.33 $41,098 - $54,164
-1,098 Reduced 0.56%
194,143 $7.61 Million
Q1 2022

Apr 18, 2022

SELL
$45.81 - $59.06 $32,296 - $41,637
-705 Reduced 0.36%
195,241 $9.46 Million
Q4 2021

Jan 26, 2022

BUY
$45.31 - $52.0 $8.88 Million - $10.2 Million
195,946 New
195,946 $9.4 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 $272B
  • 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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