A detailed history of Warren Averett Asset Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 54,210 shares of WFC stock, worth $3.88 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
54,210
Previous 55,039 1.51%
Holding current value
$3.88 Million
Previous $3.27 Million 6.36%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $42,759 - $50,544
-829 Reduced 1.51%
54,210 $3.06 Million
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $320,126 - $353,779
5,675 Added 11.5%
55,039 $3.27 Million
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $584,586 - $729,600
12,588 Added 34.23%
49,364 $2.86 Million
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $800,662 - $1.05 Million
20,705 Added 128.83%
36,776 $1.81 Million
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $11,765 - $13,714
291 Added 1.84%
16,071 $656,000
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $28,164 - $32,735
767 Added 5.11%
15,780 $673,000
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $179,157 - $239,832
4,945 Added 49.12%
15,013 $561,000
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $20,235 - $24,118
-503 Reduced 4.76%
10,068 $415,000
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $7,478 - $219,682
-4,825 Reduced 31.34%
10,571 $425,000
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $25,639 - $33,791
685 Added 4.66%
15,396 $604,000
Q1 2022

May 17, 2022

SELL
$45.81 - $59.06 $6,001 - $7,736
-131 Reduced 0.88%
14,711 $713,000
Q4 2021

Feb 15, 2022

BUY
$45.31 - $52.0 $49,025 - $56,264
1,082 Added 7.86%
14,842 $865,000
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $1,354 - $1,636
32 Added 0.23%
13,760 $696,000
Q2 2021

Aug 17, 2021

BUY
$39.48 - $47.9 $57,680 - $69,981
1,461 Added 11.91%
13,728 $691,000
Q1 2021

May 24, 2021

BUY
$29.7 - $40.81 $364,329 - $500,616
12,267 New
12,267 $561,000
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $257,547 - $301,065
-5,937 Closed
0 $0
Q2 2019

Aug 12, 2019

BUY
$44.37 - $49.17 $10,870 - $12,046
245 Added 4.3%
5,937 $281,000
Q1 2019

May 06, 2019

BUY
$46.57 - $51.73 $9,360 - $10,397
201 Added 3.66%
5,692 $275,000
Q4 2018

Feb 13, 2019

SELL
$43.6 - $54.46 $1.35 Million - $1.68 Million
-30,929 Reduced 84.92%
5,491 $253,000
Q3 2018

Nov 05, 2018

BUY
$52.56 - $59.19 $420 - $473
8 Added 0.02%
36,420 $1.91 Million
Q2 2018

Aug 02, 2018

SELL
$50.39 - $56.18 $100,124 - $111,629
-1,987 Reduced 5.17%
36,412 $2.02 Million
Q1 2018

May 04, 2018

SELL
$50.98 - $65.93 $271,111 - $350,615
-5,318 Reduced 12.16%
38,399 $2.01 Million
Q4 2017

Feb 12, 2018

BUY
$53.19 - $61.61 $263,130 - $304,784
4,947 Added 12.76%
43,717 $2.65 Million
Q3 2017

Oct 30, 2017

BUY
$49.58 - $55.15 $1.92 Million - $2.14 Million
38,770
38,770 $2.14 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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