Neumann Capital Management, LLC Wells Fargo & Company Transaction History

Neumann Capital Management, LLC

$299 Million
Q3 2024

A detailed history of Neumann Capital Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Neumann Capital Management, LLC holds 13,622 shares of WFC stock, worth $975,198. This represents 0.26% of its overall portfolio holdings.

Number of Shares

13,622

Previous 13,622 -0.0%

Holding current value

$975,198

Previous $809,000 4.94%

% of portfolio

0.26%

Previous 0.28%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$36.72 - $42.68 $88,128 - $102,432	-2,400 Reduced 14.98%	13,622 $581,000
Q4 2022 Feb 06, 2023	SELL	$40.23 - $47.95 $60,344 - $71,925	-1,500 Reduced 8.56%	16,022 $661,000
Q2 2022 Jul 20, 2022	SELL	$37.43 - $49.33 $149,720 - $197,320	-4,000 Reduced 18.59%	17,522 $686,000
Q1 2022 May 09, 2022	SELL	$45.81 - $59.06 $45,810 - $59,060	-1,000 Reduced 4.44%	21,522 $1.04 Million
Q3 2021 Nov 01, 2021	SELL	$42.32 - $51.15 $47,779 - $57,748	-1,129 Reduced 4.77%	22,522 $1.05 Million
Q3 2020 Nov 02, 2020	BUY	$22.83 - $26.35 $2,945 - $3,399	129 Added 0.55%	23,651 $556,000
Q4 2019 Jan 24, 2020	SELL	$47.82 - $54.46 $90,858 - $103,474	-1,900 Reduced 7.47%	23,522 $1.27 Million
Q3 2019 Oct 28, 2019	SELL	$43.38 - $50.71 $149,661 - $174,949	-3,450 Reduced 11.95%	25,422 $1.28 Million
Q2 2019 Jul 25, 2019	SELL	$44.37 - $49.17 $368,271 - $408,111	-8,300 Reduced 22.33%	28,872 $1.37 Million
Q1 2019 May 09, 2019	SELL	$46.57 - $51.73 $133,423 - $148,206	-2,865 Reduced 7.16%	37,172 $1.8 Million
Q4 2018 Jan 30, 2019	SELL	$43.6 - $54.46 $106,820 - $133,427	-2,450 Reduced 5.77%	40,037 $1.85 Million
Q3 2018 Nov 01, 2018	BUY	$52.56 - $59.19 $63,597 - $71,619	1,210 Added 2.93%	42,487 $2.23 Million
Q2 2018 Aug 10, 2018	SELL	$50.39 - $56.18 $246,911 - $275,282	-4,900 Reduced 10.61%	41,277 $2.29 Million
Q1 2018 May 09, 2018	BUY	$50.98 - $65.93 $908,055 - $1.17 Million	17,812 Added 62.8%	46,177 $2.42 Million
Q4 2017 Feb 05, 2018	SELL	$53.19 - $61.61 $58,509 - $67,771	-1,100 Reduced 3.73%	28,365 $1.72 Million
Q3 2017 Nov 14, 2017	SELL	$49.58 - $55.15 $34,706 - $38,605	-700 Reduced 2.32%	29,465 $1.63 Million
Q2 2017 Aug 07, 2017	BUY	N/A	30,165	30,165 $1.67 Million

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 $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...

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Neumann Capital Management, LLC Wells Fargo & Company Transaction History