Jackson, Grant Investment Advisers, Inc. Wells Fargo & Company Transaction History

Jackson, Grant Investment Advisers, Inc.

$265 Million
Q3 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 2,194 shares of WFC stock, worth $154,106. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,194

Previous 2,194 -0.0%

Holding current value

$154,106

Previous $130,000 5.38%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	BUY	$36.23 - $48.5 $12,426 - $16,635	343 Added 18.53%	2,194 $82,000
Q1 2022 Apr 28, 2022	BUY	$45.81 - $59.06 $84,794 - $109,320	1,851 New	1,851 $90,000
Q4 2021 Jan 24, 2022	SELL	$45.31 - $52.0 $87,493 - $100,412	-1,931 Closed	0 $0
Q2 2021 Jul 15, 2021	BUY	$39.48 - $47.9 $3,039 - $3,688	77 Added 4.15%	1,931 $87,000
Q1 2021 Apr 22, 2021	BUY	$29.7 - $40.81 $55,063 - $75,661	1,854 New	1,854 $72,000
Q4 2020 Mar 03, 2021	SELL	$21.14 - $30.35 $67,986 - $97,605	-3,216 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$22.83 - $26.35 $23,492 - $27,114	-1,029 Reduced 24.24%	3,216 $76,000
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $2,050 - $3,032	-91 Reduced 2.1%	4,245 $109,000
Q1 2020 May 12, 2020	BUY	$25.25 - $53.75 $1,111 - $2,365	44 Added 1.03%	4,336 $124,000
Q4 2019 Feb 05, 2020	BUY	$47.82 - $54.46 $1,625 - $1,851	34 Added 0.8%	4,292 $231,000
Q3 2019 Nov 20, 2019	BUY	$43.38 - $50.71 $6,116 - $7,150	141 Added 3.42%	4,258 $215,000
Q2 2019 Aug 13, 2019	BUY	$44.37 - $49.17 $1,552 - $1,720	35 Added 0.86%	4,117 $195,000
Q1 2019 May 07, 2019	SELL	$46.57 - $51.73 $117,263 - $130,256	-2,518 Reduced 38.15%	4,082 $197,000
Q4 2018 Jan 23, 2019	BUY	$43.6 - $54.46 $9,984 - $12,471	229 Added 3.59%	6,600 $304,000
Q3 2018 Nov 15, 2018	BUY	$52.56 - $59.19 $16,346 - $18,408	311 Added 5.13%	6,371 $335,000
Q2 2018 Aug 02, 2018	SELL	$50.39 - $56.18 $36,280 - $40,449	-720 Reduced 10.62%	6,060 $336,000
Q1 2018 May 14, 2018	BUY	$50.98 - $65.93 $20,035 - $25,910	393 Added 6.15%	6,780 $355,000
Q4 2017 Feb 01, 2018	BUY	$53.19 - $61.61 $44,254 - $51,259	832 Added 14.98%	6,387 $388,000
Q3 2017 Nov 14, 2017	BUY	$49.58 - $55.15 $29,797 - $33,145	601 Added 12.13%	5,555 $306,000
Q2 2017 Aug 10, 2017	BUY	N/A	4,954	4,954 $274,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

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...

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Jackson, Grant Investment Advisers, Inc. Wells Fargo & Company Transaction History