A detailed history of Sequoia Financial Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 141,672 shares of WFC stock, worth $10.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
141,672
Previous 64,136 120.89%
Holding current value
$10.1 Million
Previous $3.81 Million 109.98%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Oct 21, 2024

BUY
$51.58 - $60.97 $4 Million - $4.73 Million
77,536 Added 120.89%
141,672 $8 Million
Q2 2024

Jul 15, 2024

BUY
$56.41 - $62.34 $501,090 - $553,766
8,883 Added 16.08%
64,136 $3.81 Million
Q1 2024

Apr 30, 2024

SELL
$46.44 - $57.96 $1.26 Million - $1.58 Million
-27,208 Reduced 32.99%
55,253 $3.2 Million
Q4 2023

Jan 25, 2024

BUY
$38.67 - $50.51 $1.99 Million - $2.6 Million
51,484 Added 166.2%
82,461 $4.06 Million
Q3 2023

Nov 08, 2023

SELL
$40.43 - $47.13 $29,594 - $34,499
-732 Reduced 2.31%
30,977 $1.27 Million
Q2 2023

Aug 08, 2023

BUY
$36.72 - $42.68 $118,385 - $137,600
3,224 Added 11.32%
31,709 $1.35 Million
Q1 2023

Apr 24, 2023

SELL
$36.23 - $48.5 $213,394 - $285,665
-5,890 Reduced 17.13%
28,485 $1.06 Million
Q4 2022

Feb 10, 2023

SELL
$40.23 - $47.95 $4,224 - $5,034
-105 Reduced 0.3%
34,375 $1.42 Million
Q4 2022

Jan 17, 2023

BUY
$40.23 - $47.95 $356,196 - $424,549
8,854 Added 34.55%
34,480 $0
Q3 2022

Oct 26, 2022

SELL
$1.55 - $45.53 $2,796 - $82,136
-1,804 Reduced 6.58%
25,626 $1.03 Million
Q2 2022

Jul 22, 2022

SELL
$37.43 - $49.33 $26,238 - $34,580
-701 Reduced 2.49%
27,430 $1.08 Million
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $325,938 - $420,211
7,115 Added 33.86%
28,131 $1.36 Million
Q4 2021

Feb 11, 2022

BUY
$45.31 - $52.0 $611,549 - $701,844
13,497 Added 179.51%
21,016 $1.01 Million
Q3 2021

Oct 26, 2021

SELL
$42.32 - $51.15 $413,085 - $499,275
-9,761 Reduced 56.49%
7,519 $349,000
Q2 2021

Jul 27, 2021

BUY
$39.48 - $47.9 $190,096 - $230,638
4,815 Added 38.63%
17,280 $783,000
Q1 2021

May 14, 2021

BUY
$29.7 - $40.81 $16,335 - $22,445
550 Added 4.62%
12,465 $487,000
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $20,336 - $29,196
962 Added 8.78%
11,915 $360,000
Q3 2020

Oct 23, 2020

SELL
$22.83 - $26.35 $108,693 - $125,452
-4,761 Reduced 30.3%
10,953 $258,000
Q2 2020

Aug 25, 2020

BUY
$22.53 - $33.32 $354,036 - $523,590
15,714 New
15,714 $402,000
Q2 2020

Aug 11, 2020

SELL
$22.53 - $33.32 $265,831 - $393,142
-11,799 Closed
0 $402,000
Q1 2020

May 11, 2020

SELL
$25.25 - $53.75 $81,002 - $172,430
-3,208 Reduced 21.38%
11,799 $339,000
Q4 2019

Feb 13, 2020

SELL
$47.82 - $54.46 $81,580 - $92,908
-1,706 Reduced 10.21%
15,007 $807,000
Q3 2019

Oct 22, 2019

SELL
$43.38 - $50.71 $91,922 - $107,454
-2,119 Reduced 11.25%
16,713 $843,000
Q2 2019

Jul 31, 2019

BUY
$44.37 - $49.17 $63,227 - $70,067
1,425 Added 8.19%
18,832 $891,000
Q1 2019

May 13, 2019

BUY
$46.57 - $51.73 $246,262 - $273,548
5,288 Added 43.63%
17,407 $841,000
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $32,220 - $40,245
-739 Reduced 5.75%
12,119 $558,000
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $32,114 - $36,165
-611 Reduced 4.54%
12,858 $676,000
Q2 2018

Aug 14, 2018

SELL
$50.39 - $56.18 $75,282 - $83,932
-1,494 Reduced 9.98%
13,469 $747,000
Q1 2018

May 14, 2018

BUY
$50.98 - $65.93 $50,164 - $64,875
984 Added 7.04%
14,963 $784,000
Q4 2017

Feb 13, 2018

SELL
$53.19 - $61.61 $23,722 - $27,478
-446 Reduced 3.09%
13,979 $848,000
Q3 2017

Nov 13, 2017

SELL
$49.58 - $55.15 $50,670 - $56,363
-1,022 Reduced 6.62%
14,425 $796,000
Q2 2017

Aug 09, 2017

BUY
N/A
15,447
15,447 $856,000

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 $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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