A detailed history of Continuum Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Continuum Advisory, LLC holds 15,527 shares of WFC stock, worth $1.11 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
15,527
Previous 15,103 2.81%
Holding current value
$1.11 Million
Previous $896,000 2.23%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 15, 2024

BUY
$51.58 - $60.97 $21,869 - $25,851
424 Added 2.81%
15,527 $876,000
Q2 2024

Jul 19, 2024

BUY
$56.41 - $62.34 $7,051 - $7,792
125 Added 0.83%
15,103 $896,000
Q1 2024

May 10, 2024

SELL
$46.44 - $57.96 $854,124 - $1.07 Million
-18,392 Reduced 55.12%
14,978 $868,000
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $19,953 - $26,063
516 Added 1.57%
33,370 $1.64 Million
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $5,417 - $6,315
-134 Reduced 0.41%
32,854 $1.34 Million
Q2 2023

Dec 13, 2023

BUY
$36.72 - $42.68 $10,905 - $12,675
297 Added 0.91%
32,988 $1.41 Million
Q2 2023

Aug 10, 2023

BUY
$36.72 - $42.68 $10,905 - $12,675
297 Added 0.91%
32,988 $1.41 Million
Q1 2023

Dec 13, 2023

SELL
$36.23 - $48.5 $19,600 - $26,238
-541 Reduced 1.63%
32,691 $1.22 Million
Q1 2023

May 12, 2023

SELL
$36.23 - $48.5 $19,600 - $26,238
-541 Reduced 1.63%
32,691 $1.22 Million
Q4 2022

Dec 13, 2023

BUY
$40.23 - $47.95 $112,201 - $133,732
2,789 Added 9.16%
33,232 $1.37 Million
Q4 2022

Feb 10, 2023

BUY
$40.23 - $47.95 $112,201 - $133,732
2,789 Added 9.16%
33,232 $1.37 Million
Q3 2022

Dec 13, 2023

BUY
$1.55 - $45.53 $1,449 - $42,570
935 Added 3.17%
30,443 $1.22 Million
Q3 2022

Nov 08, 2022

BUY
$1.55 - $45.53 $1,449 - $42,570
935 Added 3.17%
30,443 $1.22 Million
Q2 2022

Dec 13, 2023

BUY
$37.43 - $49.33 $590,308 - $777,983
15,771 Added 114.81%
29,508 $1.16 Million
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $590,308 - $777,983
15,771 Added 114.81%
29,508 $1.16 Million
Q1 2022

Dec 13, 2023

SELL
$45.81 - $59.06 $875,749 - $1.13 Million
-19,117 Reduced 58.19%
13,737 $665,000
Q1 2022

May 17, 2022

BUY
$45.81 - $59.06 $629,291 - $811,307
13,737 New
13,737 $599,000
Q2 2021

Aug 17, 2021

SELL
$39.48 - $47.9 $327,407 - $397,234
-8,293 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$29.7 - $40.81 $25,482 - $35,014
858 Added 11.54%
8,293 $350,000
Q4 2020

May 17, 2021

BUY
$21.14 - $30.35 $157,175 - $225,652
7,435 New
7,435 $224,000
Q1 2020

May 18, 2021

SELL
$25.25 - $53.75 $156,045 - $332,175
-6,180 Closed
0 $0
Q4 2019

May 17, 2021

SELL
$47.82 - $54.46 $47 - $54
-1 Reduced 0.02%
6,180 $332,000
Q3 2019

May 18, 2021

BUY
$43.38 - $50.71 $25,984 - $30,375
599 Added 10.73%
6,181 $303,000
Q2 2019

May 18, 2021

SELL
$44.37 - $49.17 $23,382 - $25,912
-527 Reduced 8.63%
5,582 $266,000
Q1 2019

May 18, 2021

SELL
$46.57 - $51.73 $468,121 - $519,989
-10,052 Reduced 62.2%
6,109 $298,000
Q4 2018

May 18, 2021

SELL
$43.6 - $54.46 $112,880 - $140,996
-2,589 Reduced 13.81%
16,161 $745,000
Q3 2018

May 18, 2021

SELL
$52.56 - $59.19 $50,510 - $56,881
-961 Reduced 4.88%
18,750 $980,000
Q2 2018

May 18, 2021

BUY
$50.39 - $56.18 $71,704 - $79,944
1,423 Added 7.78%
19,711 $1.09 Million
Q1 2018

May 18, 2021

SELL
$50.98 - $65.93 $198,159 - $256,269
-3,887 Reduced 17.53%
18,288 $958,000
Q4 2017

May 18, 2021

BUY
$53.19 - $61.61 $25,212 - $29,203
474 Added 2.18%
22,175 $1.35 Million
Q3 2017

May 18, 2021

SELL
$49.58 - $55.15 $2,181 - $2,426
-44 Reduced 0.2%
21,701 $1.2 Million
Q2 2017

May 18, 2021

BUY
N/A
4,262 Added 24.38%
21,745 $1.21 Million
Q1 2017

May 18, 2021

BUY
N/A
17,483
17,483 $973,000

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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