A detailed history of Caldwell Trust CO transactions in Wells Fargo & Company stock. As of the latest transaction made, Caldwell Trust CO holds 19,199 shares of WFC stock, worth $1.55 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
19,199
Holding current value
$1.55 Million
% of portfolio
0.15%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$60.98 - $80.12 $1.17 Million - $1.54 Million
19,199 New
19,199 $1.54 Billion
Q1 2025

Sep 23, 2025

BUY
$66.78 - $81.42 $13,356 - $16,284
200 Added 1.04%
19,399 $1.39 Billion
Q4 2024

Sep 24, 2025

SELL
$54.98 - $77.35 $5,772 - $8,121
-105 Reduced 0.58%
17,918 $1.26 Billion
Q1 2024

Sep 24, 2025

SELL
$46.44 - $57.96 $54,613 - $68,160
-1,176 Reduced 6.13%
18,023 $1.04 Billion
Q4 2023

Oct 01, 2025

SELL
$38.67 - $50.51 $65,506 - $85,563
-1,694 Reduced 8.38%
18,523 $912 Million
Q3 2023

Oct 01, 2025

SELL
$40.43 - $47.13 $4,568 - $5,325
-113 Reduced 0.56%
20,217 $826 Million
Q2 2023

Oct 01, 2025

SELL
$36.72 - $42.68 $2,276 - $2,646
-62 Reduced 0.3%
20,330 $868 Million
Q1 2023

Oct 01, 2025

BUY
$36.23 - $48.5 $43,222 - $57,860
1,193 Added 6.21%
20,392 $762 Million
Q4 2022

Oct 01, 2025

SELL
$40.23 - $47.95 $38,218 - $45,552
-950 Reduced 3.7%
24,756 $1.02 Billion
Q3 2022

Oct 01, 2025

BUY
$1.55 - $45.53 $10,085 - $296,263
6,507 Added 33.89%
25,706 $1.03 Billion
Q2 2022

Oct 01, 2025

BUY
$37.43 - $49.33 $358,467 - $472,433
9,577 Added 64.01%
24,538 $961 Million
Q1 2022

Oct 01, 2025

SELL
$45.81 - $59.06 $194,142 - $250,296
-4,238 Reduced 22.07%
14,961 $725 Million
Q3 2021

Oct 02, 2025

BUY
$42.32 - $51.15 $101,483 - $122,657
2,398 Added 24.22%
12,297 $571 Million
Q2 2021

Oct 02, 2025

SELL
$39.48 - $47.9 $9,870 - $11,975
-250 Reduced 2.46%
9,899 $448 Million
Q1 2021

Oct 02, 2025

SELL
$29.7 - $40.81 $268,785 - $369,330
-9,050 Reduced 47.14%
10,149 $397 Million
Q4 2020

Oct 02, 2025

SELL
$21.14 - $30.35 $298,602 - $428,693
-14,125 Reduced 73.57%
5,074 $153 Million
Q3 2020

Oct 02, 2025

SELL
$22.83 - $26.35 $257,111 - $296,753
-11,262 Reduced 41.88%
15,627 $367 Million
Q2 2020

Oct 02, 2025

SELL
$22.53 - $33.32 $27,036 - $39,984
-1,200 Reduced 4.27%
26,889 $688 Million
Q1 2020

Oct 02, 2025

BUY
$25.25 - $53.75 $224,472 - $477,837
8,890 Added 46.3%
28,089 $806 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 $306B
  • 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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