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      Current Value of Holding

      $290M

      Shares

      3.55M

      % of Portfolio

      1.13%

      Average Buy Price

      $64.1

      Avg closing price
      Price range

      51 Ray Dalio Wells Fargo Trades

      Ray Dalio acquired 3.55M Wells Fargo shares worth $290M. That's 1.13% of their equity portfolio (18th largest holding). The first Wells Fargo trade was made in Q1 2007. Since then Ray Dalio bought shares 30 more times and sold shares on 22 occasions. The stake costed the investor $227M, netting the investor a gain of 28% so far.

      Avg closing price
      Price range
      Increased shares by 3.9% (+132k shares) Q2 2025
      Avg closing price $72.04
      Price range $60.98 - $80.12
      Increased shares by 76.6% (+1.48M shares) Q1 2025
      Avg closing price $75.13
      Price range $66.78 - $81.42
      Increased shares by 37.3% (+525k shares) Q4 2024
      Avg closing price $68.53
      Price range $54.98 - $77.37
      Increased shares by 75.3% (+605k shares) Q3 2024
      Avg closing price $56.64
      Price range $51.57 - $60.97
      Sold 9.6% shares (-85.2k shares) Q2 2024
      Avg closing price $59.04
      Price range $56.41 - $62.34
      Increased shares by 67.2% (+357k shares) Q1 2024
      Avg closing price $52.32
      Price range $46.44 - $57.96
      New holding (+532k shares) Q4 2023
      Avg closing price $43.15
      Price range $38.67 - $50.51
      Sold -1.72M shares Q1 2023
      Avg closing price $43.59
      Price range $36.23 - $48.50
      Increased shares by 77.7% (+752k shares) Q4 2022
      Avg closing price $44.26
      Price range $40.23 - $47.95
      Sold 4.8% shares (-48.7k shares) Q3 2022
      Avg closing price $42.96
      Price range $38.74 - $46.14
      Increased shares by 27.1% (+217k shares) Q2 2022
      Avg closing price $43.88
      Price range $37.43 - $49.33
      Increased shares by 12.1% (+86k shares) Q1 2022
      Avg closing price $53.52
      Price range $45.81 - $59.06
      Sold 57.5% shares (-964k shares) Q4 2021
      Avg closing price $49.23
      Price range $45.31 - $52.00
      Increased shares by 18.1% (+257k shares) Q3 2021
      Avg closing price $46.28
      Price range $42.32 - $51.15
      Increased shares by 1.6% (+21.9k shares) Q2 2021
      Avg closing price $44.65
      Price range $39.48 - $47.90
      Increased shares by 95.6% (+683k shares) Q1 2021
      Avg closing price $35.40
      Price range $29.70 - $40.81
      New holding (+715k shares) Q4 2020
      Avg closing price $25.89
      Price range $21.14 - $30.35
      Sold -883k shares Q1 2020
      Avg closing price $42.51
      Price range $25.25 - $53.75
      New holding (+883k shares) Q4 2019
      Avg closing price $52.38
      Price range $47.82 - $54.46
      Sold -18.4k shares Q2 2019
      Avg closing price $46.77
      Price range $44.37 - $49.17

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