A detailed history of Strategic Investment Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Strategic Investment Advisors holds 13,831 shares of WFC stock, worth $990,161. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,831
Previous 14,279 3.14%
Holding current value
$990,161
Previous $848,000 8.02%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 21, 2024

SELL
$51.58 - $60.97 $23,107 - $27,314
-448 Reduced 3.14%
13,831 $780,000
Q2 2024

Jul 22, 2024

SELL
$56.41 - $62.34 $5,810 - $6,421
-103 Reduced 0.72%
14,279 $848,000
Q1 2024

Apr 22, 2024

SELL
$46.44 - $57.96 $107,555 - $134,235
-2,316 Reduced 13.87%
14,382 $833,000
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $48,105 - $62,834
-1,244 Reduced 6.93%
16,698 $821,000
Q3 2023

Oct 24, 2023

SELL
$40.43 - $47.13 $621,409 - $724,388
-15,370 Reduced 46.14%
17,942 $733,000
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $602,208 - $699,952
16,400 Added 96.97%
33,312 $1.42 Million
Q1 2023

Apr 27, 2023

SELL
$36.23 - $48.5 $7,789 - $10,427
-215 Reduced 1.26%
16,912 $632,000
Q4 2022

Jan 19, 2023

BUY
$40.23 - $47.95 $5,189 - $6,185
129 Added 0.76%
17,127 $0
Q3 2022

Oct 27, 2022

BUY
$1.55 - $45.53 $26,346 - $773,918
16,998 New
16,998 $683,000

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
Track This Portfolio

Track Strategic Investment Advisors Portfolio

Follow Strategic Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Strategic Investment Advisors with notifications on news.