A detailed history of Erts Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 6,504 shares of WFC stock, worth $425,426. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,504
Previous 6,660 2.34%
Holding current value
$425,426
Previous $395,000 7.09%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 17, 2024

SELL
$51.58 - $60.97 $8,046 - $9,511
-156 Reduced 2.34%
6,504 $367,000
Q2 2024

Jul 18, 2024

SELL
$56.41 - $62.34 $733 - $810
-13 Reduced 0.19%
6,660 $395,000
Q1 2024

Apr 23, 2024

SELL
$46.44 - $57.96 $2,786 - $3,477
-60 Reduced 0.89%
6,673 $386,000
Q4 2023

Jan 23, 2024

BUY
$38.67 - $50.51 $8,816 - $11,516
228 Added 3.5%
6,733 $331,000
Q3 2023

Oct 16, 2023

SELL
$40.43 - $47.13 $5,619 - $6,551
-139 Reduced 2.09%
6,505 $265,000
Q2 2023

Jul 17, 2023

BUY
$36.72 - $42.68 $7,858 - $9,133
214 Added 3.33%
6,644 $283,000
Q1 2023

Apr 18, 2023

SELL
$36.23 - $48.5 $24,201 - $32,398
-668 Reduced 9.41%
6,430 $240,000
Q4 2022

Jan 27, 2023

SELL
$40.23 - $47.95 $27,155 - $32,366
-675 Reduced 8.68%
7,098 $293,000
Q3 2022

Nov 08, 2022

BUY
$1.55 - $45.53 $525 - $15,434
339 Added 4.56%
7,773 $313,000
Q2 2022

Aug 08, 2022

BUY
$37.43 - $49.33 $11,303 - $14,897
302 Added 4.23%
7,434 $291,000
Q1 2022

May 11, 2022

BUY
$45.81 - $59.06 $11,360 - $14,646
248 Added 3.6%
7,132 $346,000
Q4 2021

Feb 15, 2022

BUY
$45.31 - $52.0 $4,802 - $5,512
106 Added 1.56%
6,884 $332,000
Q3 2021

Oct 13, 2021

SELL
$42.32 - $51.15 $14,515 - $17,544
-343 Reduced 4.82%
6,778 $314,000
Q2 2021

Aug 11, 2021

BUY
$39.48 - $47.9 $24,043 - $29,171
609 Added 9.35%
7,121 $323,000
Q1 2021

May 07, 2021

BUY
$29.7 - $40.81 $193,406 - $265,754
6,512 New
6,512 $254,000
Q2 2020

Aug 14, 2020

SELL
$22.53 - $33.32 $326,031 - $482,173
-14,471 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $76,558 - $162,970
-3,032 Reduced 17.32%
14,471 $415,000
Q4 2019

Feb 19, 2020

SELL
$47.82 - $54.46 $39,308 - $44,766
-822 Reduced 4.49%
17,503 $942,000
Q4 2019

Feb 12, 2020

BUY
$47.82 - $54.46 $64,987 - $74,011
1,359 Added 8.01%
18,325 $844,000
Q3 2019

Nov 05, 2019

SELL
$43.38 - $50.71 $14,662 - $17,139
-338 Reduced 1.95%
16,966 $856,000
Q2 2019

Aug 13, 2019

SELL
$44.37 - $49.17 $7,676 - $8,506
-173 Reduced 0.99%
17,304 $819,000
Q1 2019

May 15, 2019

SELL
$46.57 - $51.73 $39,491 - $43,867
-848 Reduced 4.63%
17,477 $844,000
Q4 2018

Feb 14, 2019

BUY
$43.6 - $54.46 $798,970 - $997,979
18,325 New
18,325 $844,000

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 $248B
  • 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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