First Personal Financial Services Wells Fargo & Company Transaction History

First Personal Financial Services

$441 Million
Q2 2024

A detailed history of First Personal Financial Services transactions in Wells Fargo & Company stock. As of the latest transaction made, First Personal Financial Services holds 3,933 shares of WFC stock, worth $255,330. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,933

Previous 4,294 8.41%

Holding current value

$255,330

Previous $248,000 6.05%

% of portfolio

0.05%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$56.41 - $62.34 $20,364 - $22,504	-361 Reduced 8.41%	3,933 $233,000
Q1 2024 Apr 25, 2024	BUY	$46.44 - $57.96 $40,913 - $51,062	881 Added 25.81%	4,294 $248,000
Q4 2023 Jan 29, 2024	BUY	$38.67 - $50.51 $35,731 - $46,671	924 Added 37.12%	3,413 $167,000
Q2 2022 Jul 25, 2022	SELL	$37.43 - $49.33 $184,155 - $242,703	-4,920 Reduced 66.41%	2,489 $97,000
Q1 2022 May 02, 2022	SELL	$45.81 - $59.06 $7,696 - $9,922	-168 Reduced 2.22%	7,409 $359,000
Q3 2021 Nov 04, 2021	SELL	$42.32 - $51.15 $42,320 - $51,150	-1,000 Reduced 11.66%	7,577 $352,000
Q2 2021 Aug 02, 2021	BUY	$39.48 - $47.9 $13,817 - $16,765	350 Added 4.25%	8,577 $388,000
Q4 2020 Feb 01, 2021	SELL	$21.14 - $30.35 $16,912 - $24,280	-800 Reduced 8.86%	8,227 $248,000
Q3 2020 Nov 02, 2020	SELL	$22.83 - $26.35 $13,424 - $15,493	-588 Reduced 6.12%	9,027 $212,000
Q2 2020 Aug 03, 2020	SELL	$22.53 - $33.32 $1,802 - $2,665	-80 Reduced 0.83%	9,615 $246,000
Q1 2020 Apr 22, 2020	SELL	$25.25 - $53.75 $36,991 - $78,743	-1,465 Reduced 13.13%	9,695 $278,000
Q4 2019 Jan 24, 2020	SELL	$47.82 - $54.46 $248,329 - $282,810	-5,193 Reduced 31.76%	11,160 $600,000
Q3 2019 Oct 15, 2019	SELL	$43.38 - $50.71 $21,212 - $24,797	-489 Reduced 2.9%	16,353 $825,000
Q2 2019 Jul 29, 2019	BUY	$44.37 - $49.17 $13,444 - $14,898	303 Added 1.83%	16,842 $797,000
Q1 2019 Apr 22, 2019	BUY	$46.57 - $51.73 $12,341 - $13,708	265 Added 1.63%	16,539 $799,000
Q4 2018 Jan 30, 2019	BUY	$43.6 - $54.46 $67,580 - $84,413	1,550 Added 10.53%	16,274 $750,000
Q3 2018 Nov 01, 2018	SELL	$52.56 - $59.19 $15,557 - $17,520	-296 Reduced 1.97%	14,724 $774,000
Q2 2018 Aug 07, 2018	SELL	$50.39 - $56.18 $181,000 - $201,798	-3,592 Reduced 19.3%	15,020 $833,000
Q1 2018 May 10, 2018	SELL	$50.98 - $65.93 $371,593 - $480,563	-7,289 Reduced 28.14%	18,612 $975,000
Q4 2017 Jan 25, 2018	SELL	$53.19 - $61.61 $48,243 - $55,880	-907 Reduced 3.38%	25,901 $1.57 Million
Q3 2017 Nov 01, 2017	BUY	$49.58 - $55.15 $1.33 Million - $1.48 Million	26,808	26,808 $1.48 Million

Others Institutions Holding WFC

# of Institutions

2,481

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

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 $246B
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...

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First Personal Financial Services Wells Fargo & Company Transaction History