Sky Investment Group LLC Wells Fargo & Company Transaction History

Sky Investment Group LLC

$528 Million
Q4 2024

A detailed history of Sky Investment Group LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sky Investment Group LLC holds 7,700 shares of WFC stock, worth $603,449. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,700

Previous 7,790 1.16%

Holding current value

$603,449

Previous $439,000 23.01%

% of portfolio

0.1%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$54.98 - $77.35 $4,948 - $6,961	-90 Reduced 1.16%	7,700 $540,000
Q3 2024 Oct 21, 2024	BUY	$51.58 - $60.97 $257 - $304	5 Added 0.06%	7,790 $439,000
Q2 2024 Jul 16, 2024	SELL	$56.41 - $62.34 $564 - $623	-10 Reduced 0.13%	7,785 $462,000
Q4 2023 Jan 24, 2024	SELL	$38.67 - $50.51 $6,573 - $8,586	-170 Reduced 2.13%	7,795 $383,000
Q3 2023 Oct 26, 2023	SELL	$40.43 - $47.13 $2,385 - $2,780	-59 Reduced 0.74%	7,965 $325,000
Q2 2023 Jul 25, 2023	SELL	$36.72 - $42.68 $1,836 - $2,134	-50 Reduced 0.62%	8,024 $342,000
Q1 2023 Apr 25, 2023	BUY	$36.23 - $48.5 $2,536 - $3,395	70 Added 0.87%	8,074 $301,000
Q4 2022 Jan 27, 2023	BUY	$40.23 - $47.95 $50,086 - $59,697	1,245 Added 18.42%	8,004 $330,000
Q3 2022 Oct 25, 2022	BUY	$1.55 - $45.53 $620 - $18,212	400 Added 6.29%	6,759 $272,000
Q2 2022 Jul 12, 2022	BUY	$37.43 - $49.33 $7,486 - $9,866	200 Added 3.25%	6,359 $249,000
Q1 2022 Apr 14, 2022	SELL	$45.81 - $59.06 $2,977 - $3,838	-65 Reduced 1.04%	6,159 $298,000
Q3 2021 Nov 08, 2021	SELL	$42.32 - $51.15 $17,647 - $21,329	-417 Reduced 6.28%	6,224 $289,000
Q2 2021 Jul 21, 2021	SELL	$39.48 - $47.9 $3,947 - $4,790	-100 Reduced 1.48%	6,641 $301,000
Q1 2021 Apr 20, 2021	SELL	$29.7 - $40.81 $17,671 - $24,281	-595 Reduced 8.11%	6,741 $263,000
Q4 2020 Jan 25, 2021	BUY	$21.14 - $30.35 $155,083 - $222,647	7,336 New	7,336 $221,000
Q2 2020 Jul 20, 2020	SELL	$22.53 - $33.32 $730,783 - $1.08 Million	-32,436 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$25.25 - $53.75 $615,266 - $1.31 Million	24,367 Added 301.98%	32,436 $931,000
Q4 2019 Jan 13, 2020	BUY	$47.82 - $54.46 $88,467 - $100,751	1,850 Added 29.75%	8,069 $434,000
Q3 2019 Oct 25, 2019	BUY	$43.38 - $50.71 $8,459 - $9,888	195 Added 3.24%	6,219 $314,000
Q2 2019 Jul 16, 2019	BUY	$44.37 - $49.17 $5,546 - $6,146	125 Added 2.12%	6,024 $285,000
Q1 2019 Apr 18, 2019	BUY	$46.57 - $51.73 $15,135 - $16,812	325 Added 5.83%	5,899 $0
Q4 2018 Jan 24, 2019	BUY	$43.6 - $54.46 $1,482 - $1,851	34 Added 0.61%	5,574 $257,000
Q4 2017 Jan 17, 2018	BUY	$53.19 - $61.61 $9,574 - $11,089	180 Added 3.36%	5,540 $336,000
Q3 2017 Oct 24, 2017	BUY	$49.58 - $55.15 $265,748 - $295,604	5,360	5,360 $296,000

Others Institutions Holding WFC

# of Institutions

2,601

Shares Held

2.27B

Call Options Held

43.2M

Put Options Held

54.6M

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $297B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Investment Group LLC with notifications on news.

Account

Sky Investment Group LLC Wells Fargo & Company Transaction History