A detailed history of Capital Performance Advisors LLP transactions in Wells Fargo & Company stock. As of the latest transaction made, Capital Performance Advisors LLP holds 8,515 shares of WFC stock, worth $686,905. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,515
Previous 7,861 8.32%
Holding current value
$686,905
Previous $564,000 20.92%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Aug 04, 2025

BUY
$60.98 - $80.12 $39,880 - $52,398
654 Added 8.32%
8,515 $682,000
Q1 2025

May 09, 2025

BUY
$66.78 - $81.42 $234,731 - $286,191
3,515 Added 80.88%
7,861 $564,000
Q4 2024

Jan 31, 2025

BUY
$54.98 - $77.35 $141,958 - $199,717
2,582 Added 146.37%
4,346 $305,000
Q3 2024

Nov 01, 2024

BUY
$51.58 - $60.97 $90,987 - $107,551
1,764 New
1,764 $99,000

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 $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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