Global Wealth Management Investment Advisory, Inc. Wells Fargo & Company Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$36.72 - $42.68 $5,544 - $6,444	151 New	151 $6,000
Q4 2020 Feb 16, 2021	SELL	$21.14 - $30.35 $8,984 - $12,898	-425 Reduced 73.78%	151 $5,000
Q3 2020 Nov 16, 2020	SELL	$22.83 - $26.35 $29,473 - $34,017	-1,291 Reduced 69.15%	576 $14,000
Q2 2020 Aug 12, 2020	BUY	$22.53 - $33.32 $12,323 - $18,226	547 Added 41.44%	1,867 $48,000
Q1 2020 May 14, 2020	BUY	$25.25 - $53.75 $16,235 - $34,561	643 Added 94.98%	1,320 $38,000
Q4 2019 Feb 14, 2020	SELL	$47.82 - $54.46 $908 - $1,034	-19 Reduced 2.73%	677 $36,000
Q3 2019 Nov 14, 2019	SELL	$43.38 - $50.71 $20,735 - $24,239	-478 Reduced 40.72%	696 $35,000
Q2 2019 Aug 20, 2019	BUY	$44.37 - $49.17 $4,570 - $5,064	103 Added 9.62%	1,174 $56,000
Q1 2019 May 10, 2019	SELL	$46.57 - $51.73 $19,233 - $21,364	-413 Reduced 27.83%	1,071 $52,000
Q4 2018 Feb 14, 2019	BUY	$43.6 - $54.46 $64,702 - $80,818	1,484 New	1,484 $68,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$21.6 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$17.8 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$9.97 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.01 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.41 Billion
0.93% of portfolio

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 $267B
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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