Cascade Investment Advisors, Inc. Wells Fargo & Company Transaction History

Cascade Investment Advisors, Inc.

$156 Million
Q3 2024

A detailed history of Cascade Investment Advisors, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 15,100 shares of WFC stock, worth $830,198. This represents 0.55% of its overall portfolio holdings.

Number of Shares

15,100

Previous 15,300 1.31%

Holding current value

$830,198

Previous $908,000 6.17%

% of portfolio

0.55%

Previous 0.62%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	SELL	$51.58 - $60.97 $10,316 - $12,194	-200 Reduced 1.31%	15,100 $852,000
Q2 2024 Jul 08, 2024	SELL	$56.41 - $62.34 $39,487 - $43,638	-700 Reduced 4.38%	15,300 $908,000
Q1 2024 Apr 24, 2024	SELL	$46.44 - $57.96 $27,864 - $34,776	-600 Reduced 3.61%	16,000 $927,000
Q3 2023 Oct 30, 2023	SELL	$40.43 - $47.13 $3,800 - $4,430	-94 Reduced 0.56%	16,600 $678,000
Q2 2023 Jul 21, 2023	BUY	$36.72 - $42.68 $3,451 - $4,011	94 Added 0.57%	16,694 $712,000
Q4 2022 Jan 26, 2023	BUY	$40.23 - $47.95 $667,818 - $795,970	16,600 New	16,600 $0
Q1 2022 Apr 11, 2022	BUY	$45.81 - $59.06 $751,284 - $968,584	16,400 Added 5466.67%	16,700 $809,000
Q4 2021 Feb 10, 2022	SELL	$45.31 - $52.0 $13,593 - $15,600	-300 Reduced 50.0%	300 $14,000
Q3 2021 Oct 21, 2021	SELL	$42.32 - $51.15 $12,696 - $15,345	-300 Reduced 33.33%	600 $27.8 Million
Q2 2021 Aug 04, 2021	SELL	$39.48 - $47.9 $94,751 - $114,960	-2,400 Reduced 72.73%	900 $40,000
Q1 2021 Apr 23, 2021	BUY	$29.7 - $40.81 $92,070 - $126,511	3,100 Added 1550.0%	3,300 $128,000
Q4 2020 Jan 21, 2021	SELL	$21.14 - $30.35 $685,887 - $984,705	-32,445 Reduced 99.39%	200 $6.04 Million
Q3 2020 Oct 14, 2020	BUY	$22.83 - $26.35 $11,415 - $13,175	500 Added 1.56%	32,645 $767 Million
Q2 2020 Jul 15, 2020	SELL	$22.53 - $33.32 $615,835 - $910,768	-27,334 Reduced 45.96%	32,145 $823 Million
Q1 2020 Apr 21, 2020	SELL	$25.25 - $53.75 $636,577 - $1.36 Million	-25,211 Reduced 29.77%	59,479 $1.71 Billion
Q4 2019 Jan 22, 2020	SELL	$47.82 - $54.46 $40,455 - $46,073	-846 Reduced 0.99%	84,690 $4.89 Billion
Q3 2019 Oct 22, 2019	BUY	$43.38 - $50.71 $105,933 - $123,833	2,442 Added 2.94%	85,536 $4.72 Billion
Q2 2019 Jul 18, 2019	BUY	$44.37 - $49.17 $65,889 - $73,017	1,485 Added 1.82%	83,094 $4.4 Billion
Q1 2019 Apr 15, 2019	BUY	$46.57 - $51.73 $8,149 - $9,052	175 Added 0.21%	81,609 $4.42 Billion
Q4 2018 Jan 25, 2019	BUY	$43.6 - $54.46 $1,090 - $1,361	25 Added 0.03%	81,434 $4.08 Billion
Q3 2018 Oct 12, 2018	SELL	$52.56 - $59.19 $123,883 - $139,510	-2,357 Reduced 2.81%	81,409 $4.86 Billion
Q2 2018 Jul 31, 2018	SELL	$50.39 - $56.18 $442,524 - $493,372	-8,782 Reduced 9.49%	83,766 $4.99 Billion
Q1 2018 Apr 23, 2018	BUY	$50.98 - $65.93 $62,552 - $80,896	1,227 Added 1.34%	92,548 $5.31 Billion
Q4 2017 Jan 17, 2018	SELL	$53.19 - $61.61 $554,612 - $642,407	-10,427 Reduced 10.25%	91,321 $5.79 Billion
Q3 2017 Oct 12, 2017	BUY	$49.58 - $55.15 $5.04 Million - $5.61 Million	101,748	101,748 $5.83 Billion

Others Institutions Holding WFC

# of Institutions

2,488

Shares Held

2.39B

Call Options Held

44.2M

Put Options Held

43.9M

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $209B
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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Cascade Investment Advisors, Inc. Wells Fargo & Company Transaction History