A detailed history of Callan Capital, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Callan Capital, LLC holds 6,024 shares of WFC stock, worth $457,583. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,024
Previous 5,804 3.79%
Holding current value
$457,583
Previous $344,000 1.16%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$51.58 - $60.97 $11,347 - $13,413
220 Added 3.79%
6,024 $340,000
Q2 2024

Aug 12, 2024

BUY
$56.41 - $62.34 $19,292 - $21,320
342 Added 6.26%
5,804 $344,000
Q1 2024

Oct 22, 2024

SELL
$46.44 - $57.96 $15,882 - $19,822
-342 Reduced 5.89%
5,462 $316,000
Q1 2024

May 03, 2024

BUY
$46.44 - $57.96 $253,655 - $316,577
5,462 New
5,462 $316,000
Q1 2023

Jun 13, 2023

BUY
$36.23 - $48.5 $18,115 - $24,250
500 Added 5.96%
8,884 $332,000
Q1 2023

May 08, 2023

BUY
$36.23 - $48.5 $18,115 - $24,250
500 Added 5.96%
8,884 $332,000
Q4 2022

Jun 13, 2023

SELL
$40.23 - $47.95 $20,115 - $23,975
-500 Reduced 5.63%
8,384 $346,000
Q4 2022

Feb 13, 2023

BUY
$40.23 - $47.95 $337,288 - $402,012
8,384 New
8,384 $346,000

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 $288B
  • 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
Track This Portfolio

Track Callan Capital, LLC Portfolio

Follow Callan Capital, LLC 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 Callan Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Capital, LLC with notifications on news.