A detailed history of Lountzis Asset Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Lountzis Asset Management, LLC holds 253,042 shares of WFC stock, worth $18.2 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares
253,042
Previous 252,233 0.32%
Holding current value
$18.2 Million
Previous $15 Million 4.63%
% of portfolio
6.08%
Previous 7.16%

Shares

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

Nov 04, 2024

BUY
$51.58 - $60.97 $41,728 - $49,324
809 Added 0.32%
253,042 $14.3 Million
Q2 2024

Aug 01, 2024

SELL
$56.41 - $62.34 $19,066 - $21,070
-338 Reduced 0.13%
252,233 $15 Million
Q1 2024

May 02, 2024

SELL
$46.44 - $57.96 $7,894 - $9,853
-170 Reduced 0.07%
252,571 $14.6 Million
Q4 2023

Jan 19, 2024

SELL
$38.67 - $50.51 $67,363 - $87,988
-1,742 Reduced 0.68%
252,741 $12.4 Million
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $2,021 - $2,356
-50 Reduced 0.02%
254,483 $10.4 Million
Q2 2023

Aug 15, 2023

SELL
$36.72 - $42.68 $230,307 - $267,688
-6,272 Reduced 2.4%
254,533 $11.2 Million
Q1 2023

Apr 28, 2023

BUY
$36.23 - $48.5 $54,091 - $72,410
1,493 Added 0.58%
260,805 $9.75 Million
Q4 2022

Feb 07, 2023

SELL
$40.23 - $47.95 $424,346 - $505,776
-10,548 Reduced 3.91%
259,312 $12.4 Million
Q3 2022

Oct 25, 2022

SELL
$1.55 - $45.53 $2,059 - $60,509
-1,329 Reduced 0.49%
269,860 $10.9 Million
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $761,176 - $1 Million
20,336 Added 8.11%
271,189 $10.6 Million
Q1 2022

Apr 26, 2022

SELL
$45.81 - $59.06 $5,084 - $6,555
-111 Reduced 0.04%
250,853 $12.2 Million
Q4 2021

Jan 26, 2022

SELL
$45.31 - $52.0 $443,675 - $509,184
-9,792 Reduced 3.76%
250,964 $12 Million
Q3 2021

Oct 29, 2021

SELL
$42.32 - $51.15 $3,554 - $4,296
-84 Reduced 0.03%
260,756 $12.1 Million
Q2 2021

Aug 16, 2021

BUY
$39.48 - $47.9 $31,978 - $38,799
810 Added 0.31%
260,840 $11.8 Million
Q1 2021

Apr 20, 2021

SELL
$29.7 - $40.81 $112,800 - $154,996
-3,798 Reduced 1.44%
260,030 $10.2 Million
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $432,313 - $620,657
-20,450 Reduced 7.19%
263,828 $7.96 Million
Q3 2020

Nov 05, 2020

BUY
$22.83 - $26.35 $251,129 - $289,850
11,000 Added 4.03%
284,278 $6.68 Million
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $6.16 Million - $9.11 Million
273,278 New
273,278 $7 Million

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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