Lipe & Dalton Wells Fargo & Company Transaction History

Lipe & Dalton

$198 Million
Q3 2024

A detailed history of Lipe & Dalton transactions in Wells Fargo & Company stock. As of the latest transaction made, Lipe & Dalton holds 16,468 shares of WFC stock, worth $1.19 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

16,468

Previous 16,468 -0.0%

Holding current value

$1.19 Million

Previous $978,000 4.91%

% of portfolio

0.47%

Previous 0.53%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$56.41 - $62.34 $9,476 - $10,473	168 Added 1.03%	16,468 $978,000
Q1 2024 May 07, 2024	SELL	$46.44 - $57.96 $46,440 - $57,960	-1,000 Reduced 5.78%	16,300 $945,000
Q2 2023 Jul 26, 2023	SELL	$36.72 - $42.68 $11,016 - $12,804	-300 Reduced 1.7%	17,300 $738,000
Q4 2022 Feb 03, 2023	BUY	$40.23 - $47.95 $34,195 - $40,757	850 Added 5.07%	17,600 $727,000
Q3 2022 Nov 07, 2022	BUY	$1.55 - $45.53 $1,550 - $45,530	1,000 Added 6.35%	16,750 $674,000
Q2 2022 Aug 01, 2022	BUY	$37.43 - $49.33 $215,222 - $283,647	5,750 Added 57.5%	15,750 $617,000
Q1 2022 Apr 26, 2022	BUY	$45.81 - $59.06 $59,553 - $76,778	1,300 Added 14.94%	10,000 $485,000
Q3 2021 Nov 01, 2021	SELL	$42.32 - $51.15 $23,276 - $28,132	-550 Reduced 5.95%	8,700 $404,000
Q2 2021 Aug 02, 2021	BUY	$39.48 - $47.9 $27,635 - $33,530	700 Added 8.19%	9,250 $419,000
Q1 2021 Apr 30, 2021	BUY	$29.7 - $40.81 $41,580 - $57,134	1,400 Added 19.58%	8,550 $334,000
Q4 2020 Jan 29, 2021	SELL	$21.14 - $30.35 $159,501 - $228,990	-7,545 Reduced 51.34%	7,150 $216,000
Q2 2020 Aug 07, 2020	BUY	$22.53 - $33.32 $331,078 - $489,637	14,695 New	14,695 $376,000
Q1 2020 May 01, 2020	SELL	$25.25 - $53.75 $64,261 - $136,793	-2,545 Closed	0 $0
Q4 2019 Jan 21, 2020	SELL	$47.82 - $54.46 $7,173 - $8,169	-150 Reduced 5.57%	2,545 $137,000
Q3 2019 Nov 07, 2019	BUY	$43.38 - $50.71 $116,909 - $136,663	2,695 New	2,695 $136,000
Q1 2018 May 04, 2018	SELL	$50.98 - $65.93 $137,391 - $177,681	-2,695 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$53.19 - $61.61 $143,347 - $166,038	2,695	2,695 $164,000

Others Institutions Holding WFC

# of Institutions

2,504

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 $273B
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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