A detailed history of Perennial Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Perennial Advisors, LLC holds 14,948 shares of WFC stock, worth $1.06 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,948
Previous 16,381 8.75%
Holding current value
$1.06 Million
Previous $949,000 6.53%
% of portfolio
0.2%
Previous 0.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$56.41 - $62.34 $80,835 - $89,333
-1,433 Reduced 8.75%
14,948 $887,000
Q4 2023

Jan 25, 2024

SELL
$38.67 - $50.51 $348 - $454
-9 Reduced 0.05%
16,381 $806,000
Q3 2023

Oct 17, 2023

SELL
$40.43 - $47.13 $122,502 - $142,803
-3,030 Reduced 15.6%
16,390 $669,000
Q2 2023

Aug 01, 2023

BUY
$36.72 - $42.68 $713,102 - $828,845
19,420 New
19,420 $828,000
Q3 2021

Nov 08, 2021

SELL
$42.32 - $51.15 $27,508 - $33,247
-650 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$29.7 - $40.81 $721,026 - $990,744
-24,277 Reduced 97.39%
650 $25,000
Q1 2020

May 19, 2020

BUY
$25.25 - $53.75 $629,406 - $1.34 Million
24,927 New
24,927 $1.37 Million
Q1 2018

Apr 24, 2018

SELL
$50.98 - $65.93 $1.2 Million - $1.55 Million
-23,524 Closed
0 $0
Q4 2017

Jan 29, 2018

BUY
$53.19 - $61.61 $39,413 - $45,653
741 Added 3.25%
23,524 $1.43 Million
Q3 2017

Oct 30, 2017

BUY
$49.58 - $55.15 $1.13 Million - $1.26 Million
22,783
22,783 $1.26 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 $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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