A detailed history of Cary Street Partners Investment Advisory LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 15,497 shares of WFC stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,497
Previous 17,088 9.31%
Holding current value
$1.1 Million
Previous $1.01 Million 13.81%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 30, 2024

SELL
$51.58 - $60.97 $82,063 - $97,003
-1,591 Reduced 9.31%
15,497 $874,000
Q2 2024

Jul 22, 2024

BUY
$56.41 - $62.34 $3,384 - $3,740
60 Added 0.35%
17,088 $1.01 Million
Q1 2024

Apr 30, 2024

SELL
$46.44 - $57.96 $2,739 - $3,419
-59 Reduced 0.35%
17,028 $986,000
Q4 2023

Feb 07, 2024

BUY
$38.67 - $50.51 $660,754 - $863,064
17,087 New
17,087 $841,000
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $14,716 - $17,155
364 Added 2.11%
17,606 $719,000
Q2 2023

Aug 10, 2023

BUY
$36.72 - $42.68 $207,357 - $241,013
5,647 Added 48.7%
17,242 $735,000
Q1 2023

May 12, 2023

BUY
$36.23 - $48.5 $1,304 - $1,746
36 Added 0.31%
11,595 $433,000
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $37,735 - $44,977
-938 Reduced 7.51%
11,559 $477,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $404 - $11,883
261 Added 2.13%
12,497 $503,000
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $457,993 - $603,601
12,236 New
12,236 $479,000
Q1 2021

May 17, 2021

SELL
$29.7 - $40.81 $596,791 - $820,036
-20,094 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $354,306 - $508,666
16,760 Added 502.7%
20,094 $606,000
Q3 2020

Nov 12, 2020

BUY
$22.83 - $26.35 $76,115 - $87,850
3,334 New
3,334 $78,000
Q4 2019

Feb 10, 2020

SELL
$47.82 - $54.46 $243,260 - $277,038
-5,087 Closed
0 $0
Q4 2018

Feb 06, 2019

BUY
$43.6 - $54.46 $221,793 - $277,038
5,087 New
5,087 $234,000

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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