A detailed history of Dynamic Advisor Solutions LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 35,704 shares of WFC stock, worth $2.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
35,704
Previous 33,739 5.82%
Holding current value
$2.5 Million
Previous $2 Million 0.6%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 07, 2024

BUY
$51.58 - $60.97 $101,354 - $119,806
1,965 Added 5.82%
35,704 $2.02 Million
Q2 2024

Jul 15, 2024

BUY
$56.41 - $62.34 $144,296 - $159,465
2,558 Added 8.2%
33,739 $2 Million
Q1 2024

Apr 12, 2024

SELL
$46.44 - $57.96 $577,017 - $720,153
-12,425 Reduced 28.49%
31,181 $1.81 Million
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $1,392 - $1,818
-36 Reduced 0.08%
43,606 $2.15 Million
Q3 2023

Oct 10, 2023

SELL
$40.43 - $47.13 $32,060 - $37,374
-793 Reduced 1.78%
43,642 $1.78 Million
Q2 2023

Aug 03, 2023

BUY
$36.72 - $42.68 $525,536 - $610,836
14,312 Added 47.51%
44,435 $1.9 Million
Q1 2023

Apr 10, 2023

BUY
$36.23 - $48.5 $442,839 - $592,815
12,223 Added 68.28%
30,123 $1.13 Million
Q4 2022

Jan 12, 2023

BUY
$40.23 - $47.95 $885 - $1,054
22 Added 0.12%
17,900 $739 Million
Q3 2022

Oct 20, 2022

SELL
$1.55 - $45.53 $184 - $5,418
-119 Reduced 0.66%
17,878 $719,000
Q2 2022

Jul 27, 2022

BUY
$37.43 - $49.33 $34,510 - $45,482
922 Added 5.4%
17,997 $705,000
Q1 2022

Apr 11, 2022

BUY
$45.81 - $59.06 $157,128 - $202,575
3,430 Added 25.14%
17,075 $827,000
Q4 2021

Jan 26, 2022

BUY
$45.31 - $52.0 $56,365 - $64,688
1,244 Added 10.03%
13,645 $655,000
Q3 2021

Oct 28, 2021

SELL
$42.32 - $51.15 $23,022 - $27,825
-544 Reduced 4.2%
12,401 $576,000
Q2 2021

Aug 10, 2021

SELL
$39.48 - $47.9 $134,705 - $163,434
-3,412 Reduced 20.86%
12,945 $586,000
Q1 2021

Apr 27, 2021

BUY
$29.7 - $40.81 $56,875 - $78,151
1,915 Added 13.26%
16,357 $639,000
Q4 2020

Feb 03, 2021

SELL
$21.14 - $30.35 $22,958 - $32,960
-1,086 Reduced 6.99%
14,442 $436,000
Q3 2020

Oct 27, 2020

BUY
$22.83 - $26.35 $84,767 - $97,837
3,713 Added 31.43%
15,528 $365,000
Q2 2020

Aug 05, 2020

SELL
$22.53 - $33.32 $46,975 - $69,472
-2,085 Reduced 15.0%
11,815 $302,000
Q1 2020

May 07, 2020

SELL
$25.25 - $53.75 $339,486 - $722,668
-13,445 Reduced 49.17%
13,900 $399,000
Q4 2019

Feb 04, 2020

SELL
$47.82 - $54.46 $96,070 - $109,410
-2,009 Reduced 6.84%
27,345 $1.47 Million
Q3 2019

Nov 13, 2019

SELL
$43.38 - $50.71 $228,916 - $267,596
-5,277 Reduced 15.24%
29,354 $1.48 Million
Q2 2019

Aug 13, 2019

BUY
$44.37 - $49.17 $17,881 - $19,815
403 Added 1.18%
34,631 $1.64 Million
Q1 2019

Apr 10, 2019

SELL
$46.57 - $51.73 $97,471 - $108,270
-2,093 Reduced 5.76%
34,228 $1.65 Million
Q4 2018

Jan 29, 2019

BUY
$43.6 - $54.46 $37,278 - $46,563
855 Added 2.41%
36,321 $1.82 Million
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $128,666 - $144,897
-2,448 Reduced 6.46%
35,466 $1.86 Million
Q2 2018

Aug 07, 2018

BUY
$50.39 - $56.18 $177,372 - $197,753
3,520 Added 10.23%
37,914 $2.1 Million
Q1 2018

May 01, 2018

BUY
$50.98 - $65.93 $499,858 - $646,443
9,805 Added 39.88%
34,394 $1.8 Million
Q4 2017

Feb 09, 2018

BUY
$53.19 - $61.61 $4,733 - $5,483
89 Added 0.36%
24,589 $1.49 Million
Q3 2017

Oct 16, 2017

BUY
$49.58 - $55.15 $1.21 Million - $1.35 Million
24,500
24,500 $1.35 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 $266B
  • 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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