A detailed history of Foundations Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 21,483 shares of WFC stock, worth $1.54 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,483
Previous 20,304 5.81%
Holding current value
$1.54 Million
Previous $1.21 Million 0.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2024

BUY
$51.58 - $60.97 $60,812 - $71,883
1,179 Added 5.81%
21,483 $1.21 Million
Q2 2024

Aug 02, 2024

SELL
$56.41 - $62.34 $493,136 - $544,976
-8,742 Reduced 30.1%
20,304 $1.21 Million
Q1 2024

May 13, 2024

SELL
$46.44 - $57.96 $63,204 - $78,883
-1,361 Reduced 4.48%
29,046 $1.68 Million
Q4 2023

Feb 08, 2024

SELL
$38.67 - $50.51 $944,360 - $1.23 Million
-24,421 Reduced 44.54%
30,407 $1.5 Million
Q3 2023

Oct 05, 2023

BUY
$40.43 - $47.13 $774,800 - $903,199
19,164 Added 53.73%
54,828 $2.24 Million
Q2 2023

Jul 19, 2023

SELL
$36.72 - $42.68 $169,242 - $196,712
-4,609 Reduced 11.44%
35,664 $1.52 Million
Q1 2023

Apr 25, 2023

BUY
$36.23 - $48.5 $156,187 - $209,083
4,311 Added 11.99%
40,273 $1.51 Million
Q4 2022

Jan 11, 2023

BUY
$40.23 - $47.95 $397,794 - $474,129
9,888 Added 37.92%
35,962 $0
Q3 2022

Oct 19, 2022

BUY
$1.55 - $45.53 $15,572 - $457,439
10,047 Added 62.69%
26,074 $1.05 Million
Q2 2022

Jul 08, 2022

BUY
$37.43 - $49.33 $178,765 - $235,600
4,776 Added 42.45%
16,027 $633,000
Q1 2022

Apr 19, 2022

BUY
$45.81 - $59.06 $74,303 - $95,795
1,622 Added 16.84%
11,251 $521,000
Q4 2021

Jan 21, 2022

BUY
$45.31 - $52.0 $213,681 - $245,232
4,716 Added 95.99%
9,629 $543,000
Q3 2021

Oct 13, 2021

BUY
$42.32 - $51.15 $207,918 - $251,299
4,913 New
4,913 $236,000
Q1 2020

Apr 06, 2020

SELL
$25.25 - $53.75 $128,270 - $273,050
-5,080 Closed
0 $0
Q4 2019

Jan 09, 2020

SELL
$47.82 - $54.46 $118,019 - $134,407
-2,468 Reduced 32.7%
5,080 $270,000
Q3 2019

Oct 07, 2019

BUY
$43.38 - $50.71 $35,528 - $41,531
819 Added 12.17%
7,548 $366,000
Q2 2019

Jul 08, 2019

BUY
$44.37 - $49.17 $25,290 - $28,026
570 Added 9.25%
6,729 $321,000
Q1 2019

Apr 08, 2019

SELL
$46.57 - $51.73 $8,149 - $9,052
-175 Reduced 2.76%
6,159 $298,000
Q4 2018

Feb 11, 2019

SELL
$43.6 - $54.46 $55,110 - $68,837
-1,264 Reduced 16.64%
6,334 $312,000
Q3 2018

Nov 09, 2018

BUY
$52.56 - $59.19 $80,154 - $90,264
1,525 Added 25.11%
7,598 $399,000
Q2 2018

Aug 14, 2018

BUY
$50.39 - $56.18 $306,018 - $341,181
6,073 New
6,073 $337,000

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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