A detailed history of Modera Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Modera Wealth Management, LLC holds 18,014 shares of WFC stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,014
Previous 17,847 0.94%
Holding current value
$1.28 Million
Previous $1.06 Million 3.97%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 24, 2024

BUY
$51.58 - $60.97 $8,613 - $10,181
167 Added 0.94%
18,014 $1.02 Million
Q2 2024

Jul 29, 2024

SELL
$56.41 - $62.34 $360,459 - $398,352
-6,390 Reduced 26.36%
17,847 $1.06 Million
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $16,532 - $20,633
356 Added 1.49%
24,237 $1.4 Million
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $17,981 - $23,487
-465 Reduced 1.91%
23,881 $1.18 Million
Q3 2023

Nov 01, 2023

SELL
$40.43 - $47.13 $4,730 - $5,514
-117 Reduced 0.48%
24,346 $994,000
Q2 2023

Aug 07, 2023

BUY
$36.72 - $42.68 $535,928 - $622,914
14,595 Added 147.9%
24,463 $1.04 Million
Q1 2023

May 05, 2023

SELL
$36.23 - $48.5 $1,992 - $2,667
-55 Reduced 0.55%
9,868 $368,000
Q4 2022

Feb 07, 2023

SELL
$40.23 - $47.95 $23,051 - $27,475
-573 Reduced 5.46%
9,923 $409,000
Q3 2022

Nov 01, 2022

SELL
$1.55 - $45.53 $1,546 - $45,438
-998 Reduced 8.68%
10,496 $422,000
Q2 2022

Jul 27, 2022

BUY
$37.43 - $49.33 $12,688 - $16,722
339 Added 3.04%
11,494 $450,000
Q1 2022

May 03, 2022

SELL
$45.81 - $59.06 $759,713 - $979,451
-16,584 Reduced 59.79%
11,155 $541,000
Q4 2021

Feb 04, 2022

BUY
$45.31 - $52.0 $980,599 - $1.13 Million
21,642 Added 354.96%
27,739 $1.33 Million
Q3 2021

Nov 04, 2021

BUY
$42.32 - $51.15 $69,870 - $84,448
1,651 Added 37.13%
6,097 $283,000
Q2 2021

Aug 02, 2021

BUY
$39.48 - $47.9 $175,528 - $212,963
4,446 New
4,446 $201,000

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 $270B
  • 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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