Wells Financial Advisors Inc Purchases and Sells in Q4 2024

Wells Financial Advisors Inc

  • $72.4 Million
  • Q4 2024

Top Buys

Incresed Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
12.9K
+ 214.67%
$49.79 - $51.14 $641K - $659K
18.9K $946K
44
+ 0.22%
$378.79 - $428.11 $16.7K - $18.8K
19.9K $8.18M
7.13K
+ 42.44%
$49.03 - $53.35 $350K - $380K
23.9K $1.23M
951
+ 7.62%
$260.27 - $280.65 $248K - $267K
13.4K $3.62M
1.26K
+ 7.46%
$176.42 - $186.91 $222K - $236K
18.2K $3.23M
4.26K
+ 16.62%
$57.78 - $60.4 $246K - $257K
29.9K $1.73M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
2K
New
$48.37 - $52.65 $96.7K - $105K
2K $99K
320
New
$124.26 - $134.12 $39.8K - $42.9K
320 $41K
305
New
$83.09 - $89.28 $25.3K - $27.2K
305 $25K
320
New
$46.68 - $47.95 $14.9K - $15.3K
320 $15K
425
New
$34.42 - $35.88 $14.6K - $15.2K
425 $14K

Top Sells

Reduced Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
-12.1K
- 21.09%
$51.09 - $55.27 $620K - $670K
45.4K $2.32M
-8.16K
- 36.15%
$66.77 - $71.52 $545K - $584K
14.4K $993K
-6.63K
- 16.72%
$81.74 - $91.38 $542K - $606K
33K $2.9M
-1.44K
- 13.77%
$261.5 - $284.63 $376K - $410K
9.01K $2.38M
-1.89K
- 3.03%
$88.59 - $94.57 $168K - $179K
60.6K $5.38M
-4.51K
- 14.73%
$37.12 - $41.23 $167K - $186K
26.1K $969K
View all
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc 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 Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email