A detailed history of Perigon Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 193,307 shares of WFC stock, worth $13.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
193,307
Holding current value
$13.8 Million
% of portfolio
0.3%

Shares

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

Oct 16, 2024

BUY
$51.58 - $60.97 $9.97 Million - $11.8 Million
193,307 New
193,307 $10.9 Million
Q4 2023

Jan 29, 2024

BUY
$38.67 - $50.51 $39,675 - $51,823
1,026 Added 0.53%
193,463 $9.52 Million
Q3 2023

Oct 30, 2023

BUY
$40.43 - $47.13 $264,695 - $308,560
6,547 Added 3.52%
192,437 $7.86 Million
Q2 2023

Aug 02, 2023

BUY
$36.72 - $42.68 $2.37 Million - $2.75 Million
64,474 Added 53.1%
185,890 $7.93 Million
Q1 2023

May 03, 2023

SELL
$36.23 - $48.5 $16,991 - $22,746
-469 Reduced 0.38%
121,416 $4.54 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $693,203 - $826,226
17,231 Added 16.46%
121,885 $5.03 Million
Q3 2022

Dec 13, 2022

BUY
$1.55 - $45.53 $6,088 - $178,841
3,928 Added 3.9%
104,654 $4.21 Million
Q2 2022

Aug 11, 2022

BUY
$37.43 - $49.33 $11,940 - $15,736
319 Added 0.32%
100,726 $3.95 Million
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $159,281 - $205,351
3,477 Added 3.59%
100,407 $4.87 Million
Q4 2021

Feb 11, 2022

BUY
$45.31 - $52.0 $304,211 - $349,128
6,714 Added 7.44%
96,930 $4.65 Million
Q3 2021

Nov 01, 2021

BUY
$42.32 - $51.15 $3.82 Million - $4.61 Million
90,216 New
90,216 $4.19 Million
Q3 2021

Oct 25, 2021

SELL
$42.32 - $51.15 $3.7 Million - $4.48 Million
-87,542 Closed
0 $0
Q2 2021

Jul 19, 2021

BUY
$39.48 - $47.9 $72,761 - $88,279
1,843 Added 2.15%
87,542 $3.97 Million
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $1.03 Million - $1.41 Million
34,585 Added 67.66%
85,699 $3.35 Million
Q4 2020

Jan 28, 2021

SELL
$21.14 - $30.35 $2,071 - $2,974
-98 Reduced 0.19%
51,114 $1.54 Million
Q3 2020

Nov 03, 2020

BUY
$22.83 - $26.35 $133,350 - $153,910
5,841 Added 12.87%
51,212 $1.2 Million
Q2 2020

Jul 29, 2020

BUY
$22.53 - $33.32 $146,152 - $216,146
6,487 Added 16.68%
45,371 $1.16 Million
Q1 2020

Apr 17, 2020

BUY
$25.25 - $53.75 $227,830 - $484,986
9,023 Added 30.22%
38,884 $1.29 Million
Q4 2019

Jan 13, 2020

BUY
$47.82 - $54.46 $262,436 - $298,876
5,488 Added 22.52%
29,861 $1.59 Million
Q3 2019

Oct 25, 2019

BUY
$43.38 - $50.71 $257,200 - $300,659
5,929 Added 32.15%
24,373 $1.22 Million
Q1 2019

May 15, 2019

BUY
$46.57 - $51.73 $4,657 - $5,173
100 Added 0.55%
18,444 $876,000
Q4 2018

Feb 11, 2019

SELL
$43.6 - $54.46 $333,540 - $416,619
-7,650 Reduced 29.43%
18,344 $920,000
Q3 2018

Nov 13, 2018

BUY
$52.56 - $59.19 $386,368 - $435,105
7,351 Added 39.43%
25,994 $1.37 Million
Q2 2018

Aug 09, 2018

BUY
$50.39 - $56.18 $2,569 - $2,865
51 Added 0.27%
18,643 $1.03 Million
Q1 2018

May 15, 2018

SELL
$50.98 - $65.93 $636,281 - $822,872
-12,481 Reduced 40.17%
18,592 $974,000
Q4 2017

Feb 14, 2018

SELL
$53.19 - $61.61 $314,831 - $364,669
-5,919 Reduced 16.0%
31,073 $1.89 Million
Q3 2017

Dec 05, 2017

SELL
$49.58 - $55.15 $2.57 Million - $2.86 Million
-51,850 Reduced 58.36%
36,992 $2.04 Million
Q2 2017

Sep 12, 2017

BUY
N/A
88,842 New
88,842 $4.92 Million
Q3 2011

Nov 14, 2022

BUY
N/A
3,928
104,654 $4.21 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 $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...
More about WFC
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