A detailed history of Capital Square, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Capital Square, LLC holds 4,577 shares of WFC stock, worth $321,946. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,577
Previous 4,398 4.07%
Holding current value
$321,946
Previous $261,000 1.15%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Nov 13, 2024

BUY
$51.58 - $60.97 $9,232 - $10,913
179 Added 4.07%
4,577 $258,000
Q2 2024

Aug 01, 2024

SELL
$56.41 - $62.34 $112,820 - $124,680
-2,000 Reduced 31.26%
4,398 $261,000
Q1 2024

May 07, 2024

BUY
$46.44 - $57.96 $64,923 - $81,028
1,398 Added 27.96%
6,398 $370,000
Q4 2023

Jan 26, 2024

SELL
$38.67 - $50.51 $116,706 - $152,439
-3,018 Reduced 37.64%
5,000 $246,000
Q1 2023

Apr 24, 2023

SELL
$36.23 - $48.5 $90,140 - $120,668
-2,488 Reduced 23.68%
8,018 $299,000
Q4 2022

Feb 09, 2023

SELL
$40.23 - $47.95 $1.61 Million - $1.92 Million
-40,000 Reduced 79.2%
10,506 $433,000
Q2 2022

Aug 04, 2022

SELL
$37.43 - $49.33 $163,194 - $215,078
-4,360 Reduced 7.95%
50,506 $1.98 Million
Q1 2022

May 09, 2022

SELL
$45.81 - $59.06 $128,176 - $165,249
-2,798 Reduced 4.85%
54,866 $2.66 Million
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $3,382 - $4,856
160 Added 0.28%
57,664 $1.74 Million
Q2 2020

Jul 27, 2020

BUY
$22.53 - $33.32 $22 - $33
1 Added 0.0%
57,504 $1.47 Million
Q1 2020

Apr 30, 2020

BUY
$25.25 - $53.75 $15,932 - $33,916
631 Added 1.11%
57,503 $1.65 Million
Q4 2019

Feb 07, 2020

BUY
$47.82 - $54.46 $2.72 Million - $3.1 Million
56,872 New
56,872 $3.06 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 $267B
  • 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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