Stockman Wealth Management, Inc. Wells Fargo & Company Transaction History

Stockman Wealth Management, Inc.

$623 Million
Q3 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 4,171 shares of WFC stock, worth $296,599. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,171

Previous 4,338 3.85%

Holding current value

$296,599

Previous $257,000 8.56%

% of portfolio

0.04%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$51.58 - $60.97 $8,613 - $10,181	-167 Reduced 3.85%	4,171 $235,000
Q2 2024 Jul 31, 2024	SELL	$56.41 - $62.34 $29,671 - $32,790	-526 Reduced 10.81%	4,338 $257,000
Q1 2024 Apr 17, 2024	BUY	$46.44 - $57.96 $8,127 - $10,143	175 Added 3.73%	4,864 $281,000
Q4 2023 Feb 01, 2024	SELL	$38.67 - $50.51 $38,670 - $50,510	-1,000 Reduced 17.58%	4,689 $230,000
Q3 2023 Oct 31, 2023	SELL	$40.43 - $47.13 $26,643 - $31,058	-659 Reduced 10.38%	5,689 $232,000
Q2 2023 Aug 02, 2023	SELL	$36.72 - $42.68 $4,075 - $4,737	-111 Reduced 1.72%	6,348 $270,000
Q1 2023 May 04, 2023	SELL	$36.23 - $48.5 $8,658 - $11,591	-239 Reduced 3.57%	6,459 $241,000
Q3 2022 Nov 07, 2022	SELL	$1.55 - $45.53 $503 - $14,797	-325 Reduced 4.63%	6,698 $269,000
Q2 2022 Jul 28, 2022	SELL	$37.43 - $49.33 $748 - $986	-20 Reduced 0.28%	7,023 $275,000
Q1 2022 May 05, 2022	BUY	$45.81 - $59.06 $13,605 - $17,540	297 Added 4.4%	7,043 $341,000
Q3 2021 Nov 02, 2021	BUY	$42.32 - $51.15 $4,612 - $5,575	109 Added 1.64%	6,746 $313,000
Q2 2021 Aug 12, 2021	SELL	$39.48 - $47.9 $25,661 - $31,135	-650 Reduced 8.92%	6,637 $301,000
Q1 2021 May 05, 2021	SELL	$29.7 - $40.81 $10,395 - $14,283	-350 Reduced 4.58%	7,287 $285,000
Q4 2020 Feb 08, 2021	BUY	$21.14 - $30.35 $161,446 - $231,782	7,637 New	7,637 $230,000
Q1 2020 May 06, 2020	SELL	$25.25 - $53.75 $128,068 - $272,620	-5,072 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$47.82 - $54.46 $13,389 - $15,248	-280 Reduced 5.23%	5,072 $273,000
Q2 2019 Aug 08, 2019	SELL	$44.37 - $49.17 $82,084 - $90,964	-1,850 Reduced 25.69%	5,352 $253,000
Q4 2018 Feb 08, 2019	BUY	$43.6 - $54.46 $20,056 - $25,051	460 Added 6.82%	7,202 $332,000
Q3 2018 Nov 02, 2018	SELL	$52.56 - $59.19 $15,242 - $17,165	-290 Reduced 4.12%	6,742 $354,000
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $13,101 - $14,606	260 Added 3.84%	7,032 $390,000
Q1 2018 May 10, 2018	SELL	$50.98 - $65.93 $12,745 - $16,482	-250 Reduced 3.56%	6,772 $355,000
Q4 2017 Feb 12, 2018	SELL	$53.19 - $61.61 $184,675 - $213,909	-3,472 Reduced 33.09%	7,022 $426,000
Q3 2017 Nov 14, 2017	BUY	$49.58 - $55.15 $340,267 - $378,494	6,863 Added 189.01%	10,494 $579,000
Q2 2017 Aug 09, 2017	BUY	N/A	3,631	3,631 $201,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

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 $270B
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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Stockman Wealth Management, Inc. Wells Fargo & Company Transaction History