A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 40,830 shares of WFC stock, worth $2.92 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
40,830
Previous 40,830 -0.0%
Holding current value
$2.92 Million
Previous $2.42 Million 4.91%
% of portfolio
0.59%
Previous 0.66%

Shares

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

Aug 02, 2024

BUY
$56.41 - $62.34 $52,461 - $57,976
930 Added 2.33%
40,830 $2.42 Million
Q1 2024

May 03, 2024

SELL
$46.44 - $57.96 $23,405 - $29,211
-504 Reduced 1.25%
39,900 $2.31 Million
Q4 2023

Feb 02, 2024

SELL
$38.67 - $50.51 $287,975 - $376,147
-7,447 Reduced 15.56%
40,404 $1.99 Million
Q3 2023

Nov 03, 2023

SELL
$40.43 - $47.13 $12,129 - $14,139
-300 Reduced 0.62%
47,851 $1.96 Million
Q2 2023

Aug 11, 2023

BUY
$36.72 - $42.68 $10,244 - $11,907
279 Added 0.58%
48,151 $2.06 Million
Q1 2023

Apr 27, 2023

BUY
$36.23 - $48.5 $22,353 - $29,924
617 Added 1.31%
47,872 $1.79 Million
Q4 2022

Feb 08, 2023

SELL
$40.23 - $47.95 $6,637 - $7,911
-165 Reduced 0.35%
47,255 $1.95 Million
Q3 2022

Nov 04, 2022

BUY
$1.55 - $45.53 $226 - $6,647
146 Added 0.31%
47,420 $1.91 Million
Q2 2022

Aug 09, 2022

BUY
$37.43 - $49.33 $22,869 - $30,140
611 Added 1.31%
47,274 $1.85 Million
Q1 2022

May 11, 2022

SELL
$45.81 - $59.06 $27,256 - $35,140
-595 Reduced 1.26%
46,663 $2.26 Million
Q4 2021

Feb 08, 2022

SELL
$45.31 - $52.0 $327,953 - $376,376
-7,238 Reduced 13.28%
47,258 $2.27 Million
Q3 2021

Oct 21, 2021

SELL
$42.32 - $51.15 $23,868 - $28,848
-564 Reduced 1.02%
54,496 $2.53 Million
Q2 2021

Jul 28, 2021

SELL
$39.48 - $47.9 $69,919 - $84,830
-1,771 Reduced 3.12%
55,060 $2.49 Million
Q1 2021

May 07, 2021

BUY
$29.7 - $40.81 $12,681 - $17,425
427 Added 0.76%
56,831 $2.22 Million
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $425,083 - $610,277
20,108 Added 55.4%
56,404 $1.7 Million
Q3 2020

Nov 03, 2020

BUY
$22.83 - $26.35 $9,154 - $10,566
401 Added 1.12%
36,296 $853,000
Q2 2020

Jul 15, 2020

BUY
$22.53 - $33.32 $85,546 - $126,516
3,797 Added 11.83%
35,895 $912,000
Q1 2020

Apr 14, 2020

BUY
$25.25 - $53.75 $24,644 - $52,460
976 Added 3.14%
32,098 $921,000
Q4 2019

Jan 09, 2020

SELL
$47.82 - $54.46 $30,222 - $34,418
-632 Reduced 1.99%
31,122 $1.67 Million
Q3 2019

Nov 15, 2019

SELL
$43.38 - $50.71 $39,172 - $45,791
-903 Reduced 2.77%
31,754 $1.6 Million
Q2 2019

Nov 15, 2019

BUY
$44.37 - $49.17 $106,354 - $117,860
2,397 Added 7.92%
32,657 $1.55 Million
Q1 2019

Nov 15, 2019

BUY
$46.57 - $51.73 $22,493 - $24,985
483 Added 1.62%
30,260 $1.46 Million
Q4 2018

Nov 15, 2019

BUY
$43.6 - $54.46 $1.3 Million - $1.62 Million
29,777 New
29,777 $1.37 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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