A detailed history of Cape Investment Advisory, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 7,003 shares of WFC stock, worth $520,603. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,003
Previous 6,407 9.3%
Holding current value
$520,603
Previous $381 Million 3.96%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Nov 14, 2024

BUY
$51.58 - $60.97 $30,741 - $36,338
596 Added 9.3%
7,003 $396 Million
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $9,251 - $10,223
-164 Reduced 2.5%
6,407 $381 Million
Q1 2024

Jun 21, 2024

SELL
$46.44 - $57.96 $8,127 - $10,143
-175 Reduced 2.59%
6,571 $381 Million
Q4 2023

Feb 12, 2024

BUY
$38.67 - $50.51 $8,468 - $11,061
219 Added 3.36%
6,746 $332 Million
Q3 2023

Nov 06, 2023

BUY
$40.43 - $47.13 $27,451 - $32,001
679 Added 11.61%
6,527 $267 Million
Q2 2023

Oct 12, 2023

BUY
$36.72 - $42.68 $16,009 - $18,608
436 Added 8.06%
5,848 $250 Million
Q1 2023

Oct 12, 2023

BUY
$36.23 - $48.5 $196,076 - $262,482
5,412 New
5,412 $202 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 $282B
  • 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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