A detailed history of United Asset Strategies, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, United Asset Strategies, Inc. holds 39,993 shares of WFC stock, worth $2.87 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
39,993
Previous 39,794 0.5%
Holding current value
$2.87 Million
Previous $2.36 Million 4.44%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Oct 28, 2024

BUY
$51.58 - $60.97 $10,264 - $12,133
199 Added 0.5%
39,993 $2.26 Million
Q2 2024

Aug 01, 2024

SELL
$56.41 - $62.34 $78,184 - $86,403
-1,386 Reduced 3.37%
39,794 $2.36 Million
Q1 2024

Apr 23, 2024

SELL
$46.44 - $57.96 $46,068 - $57,496
-992 Reduced 2.35%
41,180 $2.39 Million
Q4 2023

Jan 30, 2024

SELL
$38.67 - $50.51 $58,353 - $76,219
-1,509 Reduced 3.45%
42,172 $2.08 Million
Q3 2023

Nov 07, 2023

SELL
$40.43 - $47.13 $162,811 - $189,792
-4,027 Reduced 8.44%
43,681 $1.78 Million
Q2 2023

Jul 25, 2023

BUY
$36.72 - $42.68 $6,058 - $7,042
165 Added 0.35%
47,708 $2.04 Million
Q1 2023

Apr 25, 2023

BUY
$36.23 - $48.5 $181,693 - $243,227
5,015 Added 11.79%
47,543 $1.78 Million
Q4 2022

Jan 26, 2023

SELL
$40.23 - $47.95 $20,074 - $23,927
-499 Reduced 1.16%
42,528 $0
Q3 2022

Oct 24, 2022

BUY
$1.55 - $45.53 $415 - $12,202
268 Added 0.63%
43,027 $1.73 Million
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $52,813 - $69,604
1,411 Added 3.41%
42,759 $1.68 Million
Q1 2022

Apr 29, 2022

BUY
$45.81 - $59.06 $19,744 - $25,454
431 Added 1.05%
41,348 $2 Million
Q4 2021

Jan 31, 2022

SELL
$45.31 - $52.0 $60,126 - $69,004
-1,327 Reduced 3.14%
40,917 $1.96 Million
Q3 2021

Oct 21, 2021

SELL
$42.32 - $51.15 $1.41 Million - $1.71 Million
-33,425 Reduced 44.17%
42,244 $1.96 Million
Q2 2021

Jul 19, 2021

BUY
$39.48 - $47.9 $2.99 Million - $3.62 Million
75,669 New
75,669 $3.43 Million
Q2 2020

Aug 03, 2020

SELL
$22.53 - $33.32 $157,034 - $232,240
-6,970 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$25.25 - $53.75 $175,992 - $374,637
6,970 New
6,970 $200,000
Q4 2018

Feb 11, 2019

SELL
$43.6 - $54.46 $166,552 - $208,037
-3,820 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$52.56 - $59.19 $52 - $59
1 Added 0.03%
3,820 $201,000
Q2 2018

Aug 07, 2018

BUY
$50.39 - $56.18 $192,439 - $214,551
3,819 New
3,819 $212,000
Q1 2018

May 14, 2018

SELL
$50.98 - $65.93 $5.34 Million - $6.91 Million
-104,774 Closed
0 $0
Q4 2017

Feb 09, 2018

SELL
$53.19 - $61.61 $71,593 - $82,927
-1,346 Reduced 1.27%
104,774 $6.36 Million
Q3 2017

Nov 02, 2017

BUY
$49.58 - $55.15 $5.26 Million - $5.85 Million
106,120
106,120 $5.85 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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