A detailed history of Icon Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 12,301 shares of WFC stock, worth $803,747. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,301
Previous 9,033 36.18%
Holding current value
$803,747
Previous $523,000 39.58%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $184,347 - $203,727
3,268 Added 36.18%
12,301 $730,000
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $52,755 - $65,842
1,136 Added 14.39%
9,033 $523,000
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $45,823 - $59,854
1,185 Added 17.65%
7,897 $388,000
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $18,103 - $21,577
450 Added 7.19%
6,712 $277,000
Q3 2022

Jan 25, 2023

BUY
$1.55 - $45.53 $9,706 - $285,108
6,262 New
6,262 $252,000

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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