A detailed history of Simon Quick Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 11,627 shares of WFC stock, worth $832,144. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,627
Previous 9,934 17.04%
Holding current value
$832,144
Previous $589,000 11.38%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2024

BUY
$51.58 - $60.97 $87,324 - $103,222
1,693 Added 17.04%
11,627 $656,000
Q2 2024

Aug 02, 2024

BUY
$56.41 - $62.34 $99,281 - $109,718
1,760 Added 21.53%
9,934 $589,000
Q1 2024

Apr 19, 2024

BUY
$46.44 - $57.96 $91,068 - $113,659
1,961 Added 31.56%
8,174 $473,000
Q4 2023

Jan 16, 2024

SELL
$38.67 - $50.51 $101,238 - $132,235
-2,618 Reduced 29.65%
6,213 $305,000
Q3 2023

Oct 24, 2023

BUY
$40.43 - $47.13 $58,866 - $68,621
1,456 Added 19.74%
8,831 $360,000
Q2 2023

Aug 01, 2023

BUY
$36.72 - $42.68 $35,985 - $41,826
980 Added 15.32%
7,375 $314,000
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $231,690 - $310,157
6,395 New
6,395 $239,000
Q2 2022

Aug 08, 2022

SELL
$37.43 - $49.33 $173,600 - $228,792
-4,638 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$45.81 - $59.06 $88,550 - $114,162
1,933 Added 71.46%
4,638 $225,000
Q4 2021

Feb 08, 2022

SELL
$45.31 - $52.0 $758,126 - $870,064
-16,732 Reduced 86.08%
2,705 $130,000
Q3 2021

Oct 27, 2021

BUY
$42.32 - $51.15 $706,828 - $854,307
16,702 Added 610.68%
19,437 $902,000
Q2 2021

Jul 21, 2021

SELL
$39.48 - $47.9 $22,069 - $26,776
-559 Reduced 16.97%
2,735 $123,000
Q1 2021

May 06, 2021

BUY
$29.7 - $40.81 $10,454 - $14,365
352 Added 11.96%
3,294 $128,000
Q4 2020

Jan 27, 2021

BUY
$21.14 - $30.35 $42 - $60
2 Added 0.07%
2,942 $89,000
Q3 2020

Oct 26, 2020

BUY
$22.83 - $26.35 $45 - $52
2 Added 0.07%
2,940 $69,000
Q2 2020

Aug 04, 2020

SELL
$22.53 - $33.32 $17,866 - $26,422
-793 Reduced 21.25%
2,938 $75,000
Q1 2020

Apr 09, 2020

SELL
$25.25 - $53.75 $43,076 - $91,697
-1,706 Reduced 31.38%
3,731 $107,000
Q4 2019

Jan 06, 2020

BUY
$47.82 - $54.46 $76,512 - $87,136
1,600 Added 41.7%
5,437 $293,000
Q3 2019

Oct 16, 2019

BUY
$43.38 - $50.71 $44,941 - $52,535
1,036 Added 36.99%
3,837 $194,000
Q2 2019

Aug 05, 2019

BUY
$44.37 - $49.17 $3,372 - $3,736
76 Added 2.79%
2,801 $0
Q1 2019

Apr 16, 2019

SELL
$46.57 - $51.73 $29,292 - $32,538
-629 Reduced 18.75%
2,725 $132,000
Q4 2018

Jan 29, 2019

BUY
$43.6 - $54.46 $10,856 - $13,560
249 Added 8.02%
3,354 $155,000
Q2 2018

Aug 10, 2018

SELL
$50.39 - $56.18 $28,571 - $31,854
-567 Reduced 15.44%
3,105 $172,000
Q1 2018

May 07, 2018

SELL
$50.98 - $65.93 $324,283 - $419,380
-6,361 Reduced 63.4%
3,672 $192,000
Q4 2017

Feb 13, 2018

SELL
$53.19 - $61.61 $572,590 - $663,231
-10,765 Reduced 51.76%
10,033 $660,000
Q3 2017

Nov 06, 2017

BUY
$49.58 - $55.15 $589,258 - $655,457
11,885 Added 133.34%
20,798 $1.15 Million
Q2 2017

Aug 11, 2017

BUY
N/A
8,913
8,913 $494,000

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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