Crewe Advisors LLC Wells Fargo & Company Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$56.41 - $62.34 $17,261 - $19,076	306 Added 5.87%	5,517 $327,000
Q1 2024 May 13, 2024	BUY	$46.44 - $57.96 $241,998 - $302,029	5,211 New	5,211 $302,000
Q2 2023 Jul 28, 2023	SELL	$36.72 - $42.68 $29,045 - $33,759	-791 Reduced 15.74%	4,236 $180,000
Q1 2023 May 12, 2023	BUY	$36.23 - $48.5 $1,920 - $2,570	53 Added 1.07%	5,027 $187,000
Q4 2022 Feb 07, 2023	SELL	$40.23 - $47.95 $17,942 - $21,385	-446 Reduced 8.23%	4,974 $205,000
Q3 2022 Nov 14, 2022	BUY	$1.55 - $45.53 $615 - $18,075	397 Added 7.9%	5,420 $218,000
Q2 2022 Aug 02, 2022	BUY	$37.43 - $49.33 $42,258 - $55,693	1,129 Added 28.99%	5,023 $197,000
Q1 2022 Apr 27, 2022	BUY	$45.81 - $59.06 $123,412 - $159,107	2,694 Added 224.5%	3,894 $189,000
Q4 2021 Feb 10, 2022	BUY	$45.31 - $52.0 $54,372 - $62,400	1,200 New	1,200 $58,000
Q4 2020 Jan 27, 2021	SELL	$21.14 - $30.35 $2,705 - $3,884	-128 Closed	0 $0
Q3 2020 Oct 13, 2020	SELL	$22.83 - $26.35 $11,232 - $12,964	-492 Reduced 79.35%	128 $3,000
Q2 2020 Jul 24, 2020	SELL	$22.53 - $33.32 $4,618 - $6,830	-205 Reduced 24.85%	620 $16,000
Q1 2020 May 07, 2020	SELL	$25.25 - $53.75 $29,542 - $62,887	-1,170 Reduced 58.65%	825 $24,000
Q4 2019 Feb 05, 2020	SELL	$47.82 - $54.46 $133,896 - $152,488	-2,800 Reduced 58.39%	1,995 $107,000
Q3 2019 Nov 06, 2019	SELL	$43.38 - $50.71 $202,237 - $236,410	-4,662 Reduced 49.3%	4,795 $242,000
Q2 2019 Aug 09, 2019	BUY	$44.37 - $49.17 $215,726 - $239,064	4,862 Added 105.81%	9,457 $448,000
Q1 2019 May 10, 2019	BUY	$46.57 - $51.73 $53,881 - $59,851	1,157 Added 33.65%	4,595 $222,000
Q3 2018 Nov 13, 2018	SELL	$52.56 - $59.19 $207,769 - $233,978	-3,953 Reduced 53.48%	3,438 $181,000
Q2 2018 Aug 07, 2018	BUY	$50.39 - $56.18 $191,885 - $213,933	3,808 Added 106.28%	7,391 $399,000
Q1 2018 May 07, 2018	BUY	$50.98 - $65.93 $46,544 - $60,194	913 Added 34.19%	3,583 $188,000
Q4 2017 Feb 09, 2018	BUY	$53.19 - $61.61 $142,017 - $164,498	2,670	2,670 $162,000

Others Institutions Holding WFC

# of Institutions

2,504

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$22.1 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$18.3 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.2 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.23 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.57 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 $273B
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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