A detailed history of One Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, One Wealth Advisors, LLC holds 25,213 shares of WFC stock, worth $1.65 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
25,213
Previous 24,884 1.32%
Holding current value
$1.65 Million
Previous $1.48 Million 3.66%
% of portfolio
0.22%
Previous 0.31%

Shares

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

Oct 16, 2024

BUY
$51.58 - $60.97 $16,969 - $20,059
329 Added 1.32%
25,213 $1.42 Million
Q2 2024

Aug 13, 2024

BUY
$56.41 - $62.34 $355,270 - $392,617
6,298 Added 33.89%
24,884 $1.48 Million
Q1 2024

Apr 15, 2024

BUY
$46.44 - $57.96 $254,537 - $317,678
5,481 Added 41.82%
18,586 $1.08 Million
Q4 2023

Feb 13, 2024

SELL
$38.67 - $50.51 $555,455 - $725,525
-14,364 Reduced 52.29%
13,105 $645,000
Q3 2023

Nov 01, 2023

SELL
$40.43 - $47.13 $264,897 - $308,795
-6,552 Reduced 19.26%
27,469 $1.12 Million
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $642,416 - $746,686
17,495 Added 105.86%
34,021 $1.45 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $78,003 - $104,420
2,153 Added 14.98%
16,526 $617,000
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $7,321 - $8,726
182 Added 1.28%
14,373 $593,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $4,456 - $130,898
2,875 Added 25.41%
14,191 $571,000
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $423,557 - $558,218
11,316 New
11,316 $443,000
Q2 2020

Aug 14, 2020

SELL
$22.53 - $33.32 $158,295 - $234,106
-7,026 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $3,282 - $6,987
-130 Reduced 1.82%
7,026 $202,000
Q4 2019

Feb 13, 2020

BUY
$47.82 - $54.46 $79,572 - $90,621
1,664 Added 30.3%
7,156 $385,000
Q3 2019

Nov 14, 2019

SELL
$43.38 - $50.71 $37,133 - $43,407
-856 Reduced 13.48%
5,492 $277,000
Q2 2019

Aug 14, 2019

SELL
$44.37 - $49.17 $9,317 - $10,325
-210 Reduced 3.2%
6,348 $300,000
Q1 2019

May 15, 2019

BUY
$46.57 - $51.73 $305,406 - $339,245
6,558 New
6,558 $317,000
Q4 2018

Feb 15, 2019

SELL
$43.6 - $54.46 $19,096 - $23,853
-438 Closed
0 $0
Q3 2018

Nov 15, 2018

BUY
$52.56 - $59.19 $3,574 - $4,024
68 Added 18.38%
438 $23,000
Q2 2018

Aug 14, 2018

BUY
$50.39 - $56.18 $3,376 - $3,764
67 Added 22.11%
370 $21,000
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $1,427 - $1,846
28 Added 10.18%
303 $16,000
Q4 2017

Feb 14, 2018

BUY
$53.19 - $61.61 $14,627 - $16,942
275
275 $17,000

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 $248B
  • 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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