Lvw Advisors, LLC Wells Fargo & Company Transaction History

Lvw Advisors, LLC

$788 Million
Q1 2025

A detailed history of Lvw Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Lvw Advisors, LLC holds 6,757 shares of WFC stock, worth $437,245. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,757

Previous 6,942 2.66%

Holding current value

$437,245

Previous $487,000 0.41%

% of portfolio

0.06%

Previous 0.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$66.78 - $81.42 $12,354 - $15,062	-185 Reduced 2.66%	6,757 $485,000
Q4 2024 Jan 16, 2025	SELL	$54.98 - $77.35 $70,869 - $99,704	-1,289 Reduced 15.66%	6,942 $487,000
Q3 2024 Oct 09, 2024	SELL	$51.58 - $60.97 $21,560 - $25,485	-418 Reduced 4.83%	8,231 $464,000
Q2 2024 Jul 15, 2024	SELL	$56.41 - $62.34 $31,646 - $34,972	-561 Reduced 6.09%	8,649 $513,000
Q1 2024 Apr 17, 2024	BUY	$46.44 - $57.96 $2,693 - $3,361	58 Added 0.63%	9,210 $533,000
Q4 2023 Jan 12, 2024	SELL	$38.67 - $50.51 $21,384 - $27,932	-553 Reduced 5.7%	9,152 $450,000
Q3 2023 Oct 10, 2023	SELL	$40.43 - $47.13 $11,441 - $13,337	-283 Reduced 2.83%	9,705 $396,000
Q1 2023 May 02, 2023	BUY	$36.23 - $48.5 $3,695 - $4,947	102 Added 1.03%	9,988 $373,000
Q4 2022 Jan 18, 2023	BUY	$40.23 - $47.95 $77,563 - $92,447	1,928 Added 24.23%	9,886 $0
Q3 2022 Oct 13, 2022	BUY	$1.55 - $45.53 $1,322 - $38,837	853 Added 12.01%	7,958 $320,000
Q2 2022 Jul 22, 2022	SELL	$37.43 - $49.33 $2,882 - $3,798	-77 Reduced 1.07%	7,105 $278,000
Q1 2022 May 02, 2022	BUY	$45.81 - $59.06 $24,050 - $31,006	525 Added 7.89%	7,182 $348,000
Q4 2021 Jan 26, 2022	SELL	$45.31 - $52.0 $57,362 - $65,832	-1,266 Reduced 15.98%	6,657 $319,000
Q3 2021 Nov 02, 2021	BUY	$42.32 - $51.15 $46,763 - $56,520	1,105 Added 16.21%	7,923 $368,000
Q2 2021 Jul 15, 2021	BUY	$39.48 - $47.9 $269,174 - $326,582	6,818 New	6,818 $309,000
Q4 2020 Feb 04, 2021	SELL	$21.14 - $30.35 $184,827 - $265,350	-8,743 Closed	0 $0
Q3 2020 Oct 29, 2020	SELL	$22.83 - $26.35 $1.75 Million - $2.02 Million	-76,476 Reduced 89.74%	8,743 $206,000
Q2 2020 Aug 11, 2020	SELL	$22.53 - $33.32 $567,080 - $838,664	-25,170 Reduced 22.8%	85,219 $2.18 Million
Q1 2020 Apr 23, 2020	BUY	$25.25 - $53.75 $858,171 - $1.83 Million	33,987 Added 44.48%	110,389 $3.17 Million
Q4 2019 Feb 10, 2020	BUY	$47.82 - $54.46 $10,950 - $12,471	229 Added 0.3%	76,402 $4.11 Million
Q3 2019 Oct 22, 2019	BUY	$43.38 - $50.71 $833,806 - $974,696	19,221 Added 33.75%	76,173 $3.84 Million
Q2 2019 Aug 14, 2019	SELL	$44.37 - $49.17 $516,910 - $572,830	-11,650 Reduced 16.98%	56,952 $2.7 Million
Q1 2019 May 03, 2019	BUY	$46.57 - $51.73 $465,467 - $517,041	9,995 Added 17.05%	68,602 $3.32 Million
Q4 2018 Feb 05, 2019	SELL	$43.6 - $54.46 $1.14 Million - $1.42 Million	-26,104 Reduced 30.82%	58,607 $2.7 Million
Q3 2018 Nov 02, 2018	BUY	$52.56 - $59.19 $18,816 - $21,190	358 Added 0.42%	84,711 $4.45 Million
Q2 2018 Jul 31, 2018	BUY	$50.39 - $56.18 $159,837 - $178,202	3,172 Added 3.91%	84,353 $4.68 Million
Q1 2018 Apr 20, 2018	SELL	$50.98 - $65.93 $154,112 - $199,306	-3,023 Reduced 3.59%	81,181 $4.26 Million
Q4 2017 Feb 12, 2018	BUY	$53.19 - $61.61 $493,922 - $572,110	9,286 Added 12.39%	84,204 $5.11 Million
Q3 2017 Nov 09, 2017	BUY	$49.58 - $55.15 $1.03 Million - $1.14 Million	20,714 Added 38.21%	74,918 $4.13 Million
Q2 2017 Aug 10, 2017	BUY	N/A	54,204	54,204 $3 Million

Others Institutions Holding WFC

# of Institutions

2,856

Shares Held

2.23B

Call Options Held

67.4M

Put Options Held

55.1M

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 $246B
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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