A detailed history of Capital Analysts, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Capital Analysts, LLC holds 3,240 shares of WFC stock, worth $230,396. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,240
Previous 3,121 3.81%
Holding current value
$230,396
Previous $186,000 1.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$51.58 - $60.97 $6,138 - $7,255
119 Added 3.81%
3,240 $183,000
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $22,789 - $25,185
404 Added 14.87%
3,121 $186,000
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $789 - $985
17 Added 0.63%
2,717 $157,000
Q4 2023

Jan 30, 2024

BUY
$38.67 - $50.51 $11,639 - $15,203
301 Added 12.55%
2,700 $133,000
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $3,598 - $4,194
-89 Reduced 3.58%
2,399 $98,000
Q2 2023

Aug 11, 2023

BUY
$36.72 - $42.68 $3,672 - $4,268
100 Added 4.19%
2,488 $106,000
Q1 2023

May 05, 2023

BUY
$36.23 - $48.5 $543 - $727
15 Added 0.63%
2,388 $89,000
Q4 2022

Feb 08, 2023

SELL
$40.23 - $47.95 $10,741 - $12,802
-267 Reduced 10.11%
2,373 $98,000
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $427 - $12,566
-276 Reduced 9.47%
2,640 $107,000
Q2 2022

Aug 12, 2022

BUY
$37.43 - $49.33 $449 - $591
12 Added 0.41%
2,916 $114,000
Q1 2022

May 12, 2022

BUY
$45.81 - $59.06 $6,550 - $8,445
143 Added 5.18%
2,904 $141,000
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $407 - $468
9 Added 0.33%
2,761 $133,000
Q3 2021

Nov 04, 2021

BUY
$42.32 - $51.15 $12,696 - $15,345
300 Added 12.23%
2,752 $127,000
Q2 2021

Nov 15, 2021

SELL
$39.48 - $47.9 $55,903 - $67,826
-1,416 Reduced 36.61%
2,452 $111,000
Q2 2021

Aug 05, 2021

BUY
$39.48 - $47.9 $55,587 - $67,443
1,408 Added 57.24%
3,868 $175,000
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $18,621 - $25,587
627 Added 34.21%
2,460 $96,000
Q4 2020

Feb 16, 2021

SELL
$21.14 - $30.35 $19,871 - $28,529
-940 Reduced 33.9%
1,833 $55,000
Q3 2020

Nov 12, 2020

BUY
$22.83 - $26.35 $159 - $184
7 Added 0.25%
2,773 $65,000
Q2 2020

Aug 07, 2020

BUY
$22.53 - $33.32 $743 - $1,099
33 Added 1.21%
2,766 $71,000
Q1 2020

May 08, 2020

BUY
$25.25 - $53.75 $1,262 - $2,687
50 Added 1.86%
2,733 $78,000
Q4 2019

Feb 12, 2020

BUY
$47.82 - $54.46 $84,497 - $96,230
1,767 Added 192.9%
2,683 $144,000
Q3 2019

Nov 12, 2019

BUY
$43.38 - $50.71 $39,736 - $46,450
916 New
916 $46,000
Q1 2019

May 13, 2019

SELL
$46.57 - $51.73 $4,750 - $5,276
-102 Closed
0 $0
Q4 2018

Feb 13, 2019

SELL
$43.6 - $54.46 $108,956 - $136,095
-2,499 Reduced 96.08%
102 $5,000
Q2 2018

Aug 03, 2018

BUY
$50.39 - $56.18 $5,089 - $5,674
101 Added 4.04%
2,601 $0
Q1 2018

May 14, 2018

SELL
$50.98 - $65.93 $158,343 - $204,778
-3,106 Reduced 55.4%
2,500 $131,000
Q4 2017

Feb 14, 2018

SELL
$53.19 - $61.61 $981,515 - $1.14 Million
-18,453 Reduced 76.7%
5,606 $340,000
Q4 2017

Feb 12, 2018

BUY
$53.19 - $61.61 $981,515 - $1.14 Million
18,453 Added 329.17%
24,059 $3.64 Million
Q3 2017

Nov 06, 2017

BUY
$49.58 - $55.15 $277,945 - $309,170
5,606
5,606 $309,000

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 $270B
  • 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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