A detailed history of Fermata Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Fermata Advisors, LLC holds 4,264 shares of WFC stock, worth $305,259. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,264
Previous 4,229 0.83%
Holding current value
$305,259
Previous $251,000 4.38%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 09, 2024

BUY
$51.58 - $60.97 $1,805 - $2,133
35 Added 0.83%
4,264 $240,000
Q1 2024

Apr 12, 2024

SELL
$46.44 - $57.96 $20,758 - $25,908
-447 Reduced 9.56%
4,229 $245,000
Q4 2023

Jan 19, 2024

BUY
$38.67 - $50.51 $180,820 - $236,184
4,676 New
4,676 $230,000
Q2 2022

Aug 09, 2022

SELL
$37.43 - $49.33 $160,275 - $211,231
-4,282 Closed
0 $0
Q1 2022

Apr 22, 2022

SELL
$45.81 - $59.06 $26,294 - $33,900
-574 Reduced 11.82%
4,282 $208,000
Q4 2021

Feb 02, 2022

BUY
$45.31 - $52.0 $10,829 - $12,428
239 Added 5.18%
4,856 $233,000
Q3 2021

Oct 29, 2021

BUY
$42.32 - $51.15 $3,893 - $4,705
92 Added 2.03%
4,617 $214,000
Q2 2021

Aug 10, 2021

BUY
$39.48 - $47.9 $178,647 - $216,747
4,525 New
4,525 $205,000

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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