A detailed history of Steward Partners Investment Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 125,663 shares of WFC stock, worth $9 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
125,663
Previous 118,977 5.62%
Holding current value
$9 Million
Previous $7.07 Million 0.4%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 14, 2024

BUY
$51.58 - $60.97 $344,863 - $407,645
6,686 Added 5.62%
125,663 $7.09 Million
Q2 2024

Aug 08, 2024

SELL
$56.41 - $62.34 $134,030 - $148,119
-2,376 Reduced 1.96%
118,977 $7.07 Million
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $3.16 Million - $3.94 Million
67,990 Added 127.41%
121,353 $7.03 Million
Q4 2023

Feb 12, 2024

BUY
$38.67 - $50.51 $11,330 - $14,799
293 Added 0.55%
53,363 $2.63 Million
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $143,324 - $167,075
3,545 Added 7.16%
53,070 $2.17 Million
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $156,574 - $181,987
4,264 Added 9.42%
49,525 $2.11 Million
Q1 2023

May 15, 2023

SELL
$36.23 - $48.5 $193,613 - $259,184
-5,344 Reduced 10.56%
45,261 $1.69 Million
Q4 2022

Feb 15, 2023

SELL
$40.23 - $47.95 $10,982 - $13,090
-273 Reduced 0.54%
50,605 $2.09 Million
Q3 2022

Nov 10, 2022

BUY
$1.55 - $45.53 $1,973 - $57,959
1,273 Added 2.57%
50,878 $2.05 Million
Q2 2022

Aug 04, 2022

SELL
$37.43 - $49.33 $51,690 - $68,124
-1,381 Reduced 2.71%
49,605 $1.94 Million
Q1 2022

May 02, 2022

BUY
$45.81 - $59.06 $38,755 - $49,964
846 Added 1.69%
50,986 $2.47 Million
Q4 2021

Feb 08, 2022

BUY
$45.31 - $52.0 $223,740 - $256,776
4,938 Added 10.92%
50,140 $2.41 Million
Q3 2021

Nov 12, 2021

SELL
$42.32 - $51.15 $57,047 - $68,950
-1,348 Reduced 2.9%
45,202 $2.1 Million
Q2 2021

Aug 13, 2021

SELL
$39.48 - $47.9 $440,557 - $534,516
-11,159 Reduced 19.34%
46,550 $2.11 Million
Q1 2021

May 14, 2021

BUY
$29.7 - $40.81 $383,545 - $527,020
12,914 Added 28.83%
57,709 $2.25 Million
Q4 2020

Feb 11, 2021

SELL
$21.14 - $30.35 $43,569 - $62,551
-2,061 Reduced 4.4%
44,795 $1.35 Million
Q3 2020

Oct 30, 2020

BUY
$22.83 - $26.35 $110,017 - $126,980
4,819 Added 11.46%
46,856 $1.1 Million
Q2 2020

Aug 06, 2020

SELL
$22.53 - $33.32 $330,424 - $488,671
-14,666 Reduced 25.86%
42,037 $1.08 Million
Q1 2020

Apr 29, 2020

SELL
$25.25 - $53.75 $268,710 - $572,007
-10,642 Reduced 15.8%
56,703 $1.63 Million
Q4 2019

Jan 17, 2020

SELL
$47.82 - $54.46 $298,014 - $339,394
-6,232 Reduced 8.47%
67,345 $3.62 Million
Q3 2019

Oct 30, 2019

BUY
$43.38 - $50.71 $41,427 - $48,428
955 Added 1.32%
73,577 $3.71 Million
Q2 2019

Jul 25, 2019

SELL
$44.37 - $49.17 $258,543 - $286,513
-5,827 Reduced 7.43%
72,622 $3.44 Million
Q1 2019

Apr 30, 2019

SELL
$46.57 - $51.73 $144,413 - $160,414
-3,101 Reduced 3.8%
78,449 $3.79 Million
Q4 2018

Jan 15, 2019

SELL
$43.6 - $54.46 $75,646 - $94,488
-1,735 Reduced 2.08%
81,550 $3.76 Million
Q3 2018

Oct 23, 2018

SELL
$52.56 - $59.19 $261,380 - $294,351
-4,973 Reduced 5.63%
83,285 $4.38 Million
Q2 2018

Jul 20, 2018

BUY
$50.39 - $56.18 $9,473 - $10,561
188 Added 0.21%
88,258 $4.89 Million
Q1 2018

Apr 20, 2018

SELL
$50.98 - $65.93 $333,307 - $431,050
-6,538 Reduced 6.91%
88,070 $4.62 Million
Q4 2017

Jan 19, 2018

BUY
$53.19 - $61.61 $52,019 - $60,254
978 Added 1.04%
94,608 $5.74 Million
Q3 2017

Nov 22, 2017

SELL
$49.58 - $55.15 $1.73 Million - $1.93 Million
-34,979 Reduced 27.2%
93,630 $5.16 Million
Q2 2017

Nov 22, 2017

SELL
N/A
-54,349 Reduced 29.71%
128,609 $7.13 Million
Q1 2017

Nov 22, 2017

BUY
N/A
153,005 Added 510.82%
182,958 $10.2 Million
Q4 2016

Nov 22, 2017

BUY
N/A
29,953
29,953 $1.65 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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