A detailed history of United Capital Financial Advisers, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 212,268 shares of WFC stock, worth $15.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
212,268
Previous 218,568 2.88%
Holding current value
$15.2 Million
Previous $13 Million 7.67%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Nov 12, 2024

SELL
$51.58 - $60.97 $324,954 - $384,111
-6,300 Reduced 2.88%
212,268 $12 Million
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $4.51 Million - $4.98 Million
-79,942 Reduced 26.78%
218,568 $13 Million
Q1 2024

May 15, 2024

SELL
$46.44 - $57.96 $1.52 Million - $1.9 Million
-32,832 Reduced 9.91%
298,510 $17.3 Million
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $7.24 Million - $9.45 Million
-187,174 Reduced 36.1%
331,342 $16.3 Million
Q3 2023

Nov 14, 2023

SELL
$40.43 - $47.13 $522,800 - $609,438
-12,931 Reduced 2.43%
518,516 $21.2 Million
Q2 2023

Aug 14, 2023

SELL
$36.72 - $42.68 $581,644 - $676,051
-15,840 Reduced 2.89%
531,447 $22.7 Million
Q1 2023

Aug 14, 2023

BUY
$36.23 - $48.5 $345,380 - $462,350
9,533 Added 1.79%
540,980 $20.2 Million
Q1 2023

May 15, 2023

SELL
$36.23 - $48.5 $452,367 - $605,571
-12,486 Reduced 2.23%
547,287 $20.5 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $6.83 Million - $8.14 Million
169,690 Added 43.5%
559,773 $23.1 Million
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $4,530 - $133,084
-2,923 Reduced 0.74%
390,083 $15.7 Million
Q2 2022

Aug 11, 2022

BUY
$37.43 - $49.33 $582,073 - $767,130
15,551 Added 4.12%
393,006 $15.4 Million
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $4.17 Million - $5.38 Million
-91,088 Reduced 19.44%
377,455 $18.3 Million
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $448,704 - $514,956
-9,903 Reduced 2.07%
468,543 $22.5 Million
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $3.44 Million - $4.15 Million
81,211 Added 20.44%
478,446 $22.2 Million
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $64,628 - $78,412
1,637 Added 0.41%
397,235 $18 Million
Q1 2021

May 14, 2021

SELL
$29.7 - $40.81 $1.48 Million - $2.03 Million
-49,805 Reduced 11.18%
395,598 $15.5 Million
Q4 2020

Feb 17, 2021

SELL
$21.14 - $30.35 $1.36 Million - $1.96 Million
-64,502 Reduced 12.65%
445,403 $13.4 Million
Q3 2020

Nov 13, 2020

SELL
$22.83 - $26.35 $1.05 Million - $1.22 Million
-46,151 Reduced 8.3%
509,905 $12 Million
Q2 2020

Aug 13, 2020

BUY
$22.53 - $33.32 $495,907 - $733,406
22,011 Added 4.12%
556,056 $14.2 Million
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $1 Million - $2.14 Million
-39,787 Reduced 6.93%
534,045 $15.3 Million
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $3.31 Million - $3.76 Million
69,133 Added 13.7%
573,832 $30.9 Million
Q3 2019

Nov 14, 2019

SELL
$43.38 - $50.71 $1.18 Million - $1.38 Million
-27,286 Reduced 5.13%
504,699 $25.5 Million
Q2 2019

Aug 13, 2019

BUY
$44.37 - $49.17 $2.87 Million - $3.18 Million
64,767 Added 13.86%
531,985 $25.2 Million
Q1 2019

May 14, 2019

BUY
$46.57 - $51.73 $1.23 Million - $1.36 Million
26,345 Added 5.98%
467,218 $22.6 Million
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $3 Million - $3.75 Million
-68,817 Reduced 13.5%
440,873 $20.3 Million
Q3 2018

Nov 14, 2018

BUY
$52.56 - $59.19 $1.77 Million - $1.99 Million
33,654 Added 7.07%
509,690 $26.8 Million
Q2 2018

Aug 14, 2018

BUY
$50.39 - $56.18 $1.68 Million - $1.87 Million
33,347 Added 7.53%
476,036 $26.4 Million
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $5.8 Million - $7.5 Million
113,759 Added 34.58%
442,689 $23.2 Million
Q4 2017

Feb 13, 2018

BUY
$53.19 - $61.61 $400,680 - $464,108
7,533 Added 2.34%
328,930 $20.2 Million
Q3 2017

Nov 14, 2017

SELL
$49.58 - $55.15 $356,331 - $396,363
-7,187 Reduced 2.19%
321,397 $17.7 Million
Q2 2017

Aug 14, 2017

BUY
N/A
328,584
328,584 $18.2 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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