A detailed history of Xcel Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 30,051 shares of WFC stock, worth $1.94 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
30,051
Previous 31,609 4.93%
Holding current value
$1.94 Million
Previous $1.88 Million 9.64%
% of portfolio
0.5%
Previous 0.59%

Shares

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

Oct 21, 2024

SELL
$51.58 - $60.97 $80,361 - $94,991
-1,558 Reduced 4.93%
30,051 $1.7 Million
Q2 2024

Jul 23, 2024

SELL
$56.41 - $62.34 $618,817 - $683,869
-10,970 Reduced 25.76%
31,609 $1.88 Million
Q1 2024

Apr 22, 2024

SELL
$46.44 - $57.96 $57,167 - $71,348
-1,231 Reduced 2.81%
42,579 $2.47 Million
Q4 2023

Jan 29, 2024

SELL
$38.67 - $50.51 $50,271 - $65,663
-1,300 Reduced 2.88%
43,810 $2.16 Million
Q3 2023

Oct 17, 2023

SELL
$40.43 - $47.13 $146,558 - $170,846
-3,625 Reduced 7.44%
45,110 $1.84 Million
Q2 2023

Jul 26, 2023

BUY
$36.72 - $42.68 $67,271 - $78,189
1,832 Added 3.91%
48,735 $2.08 Million
Q1 2023

Apr 25, 2023

BUY
$36.23 - $48.5 $44,562 - $59,655
1,230 Added 2.69%
46,903 $1.75 Million
Q4 2022

Jan 19, 2023

SELL
$40.23 - $47.95 $160,920 - $191,800
-4,000 Reduced 8.05%
45,673 $1.89 Million
Q3 2022

Oct 20, 2022

BUY
$1.55 - $45.53 $1,240 - $36,424
800 Added 1.64%
49,673 $2 Million
Q2 2022

Jul 26, 2022

SELL
$37.43 - $49.33 $22,308 - $29,400
-596 Reduced 1.2%
48,873 $1.91 Million
Q1 2022

Apr 29, 2022

SELL
$45.81 - $59.06 $125,244 - $161,470
-2,734 Reduced 5.24%
49,469 $2.4 Million
Q4 2021

Feb 03, 2022

SELL
$45.31 - $52.0 $15,314 - $17,576
-338 Reduced 0.64%
52,203 $2.51 Million
Q3 2021

Oct 21, 2021

BUY
$42.32 - $51.15 $969,128 - $1.17 Million
22,900 Added 77.26%
52,541 $2.44 Million
Q2 2021

Jul 15, 2021

BUY
$39.48 - $47.9 $3,671 - $4,454
93 Added 0.31%
29,641 $1.34 Million
Q1 2021

Apr 15, 2021

BUY
$29.7 - $40.81 $877,575 - $1.21 Million
29,548 New
29,548 $1.15 Million
Q2 2019

Nov 12, 2019

SELL
$44.37 - $49.17 $195,139 - $216,249
-4,398 Closed
0 $0
Q1 2019

Nov 12, 2019

SELL
$46.57 - $51.73 $219,484 - $243,803
-4,713 Reduced 51.73%
4,398 $212,000
Q4 2018

Nov 12, 2019

BUY
$43.6 - $54.46 $397,239 - $496,185
9,111 New
9,111 $419,000

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 $245B
  • 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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