A detailed history of Choate Investment Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Choate Investment Advisors holds 41,314 shares of WFC stock, worth $2.93 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
41,314
Previous 41,896 1.39%
Holding current value
$2.93 Million
Previous $2.49 Million 6.27%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 13, 2024

SELL
$51.58 - $60.97 $30,019 - $35,484
-582 Reduced 1.39%
41,314 $2.33 Million
Q2 2024

Aug 08, 2024

BUY
$56.41 - $62.34 $17,487 - $19,325
310 Added 0.75%
41,896 $2.49 Million
Q1 2024

May 07, 2024

SELL
$46.44 - $57.96 $164,862 - $205,758
-3,550 Reduced 7.87%
41,586 $2.41 Million
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $30,858 - $40,306
798 Added 1.8%
45,136 $2.22 Million
Q3 2023

Oct 30, 2023

BUY
$40.43 - $47.13 $244,116 - $284,570
6,038 Added 15.77%
44,338 $1.81 Million
Q2 2023

Aug 01, 2023

BUY
$36.72 - $42.68 $77,222 - $89,756
2,103 Added 5.81%
38,300 $1.63 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $9,637 - $12,901
266 Added 0.74%
36,197 $1.35 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $277,627 - $330,902
6,901 Added 23.77%
35,931 $1.48 Million
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $223 - $6,556
-144 Reduced 0.49%
29,030 $1.17 Million
Q2 2022

Aug 11, 2022

BUY
$37.43 - $49.33 $24,142 - $31,817
645 Added 2.26%
29,174 $1.14 Million
Q1 2022

Apr 29, 2022

SELL
$45.81 - $59.06 $26,111 - $33,664
-570 Reduced 1.96%
28,529 $1.38 Million
Q4 2021

Feb 07, 2022

SELL
$45.31 - $52.0 $69,007 - $79,196
-1,523 Reduced 4.97%
29,099 $1.4 Million
Q3 2021

Nov 04, 2021

SELL
$42.32 - $51.15 $40,965 - $49,513
-968 Reduced 3.06%
30,622 $1.42 Million
Q1 2021

May 07, 2021

SELL
$29.7 - $40.81 $48,381 - $66,479
-1,629 Reduced 4.9%
31,590 $1.23 Million
Q4 2020

Feb 08, 2021

SELL
$21.14 - $30.35 $76,886 - $110,382
-3,637 Reduced 9.87%
33,219 $1 Million
Q3 2020

Oct 26, 2020

SELL
$22.83 - $26.35 $84,082 - $97,047
-3,683 Reduced 9.09%
36,856 $867,000
Q2 2020

Jul 23, 2020

SELL
$22.53 - $33.32 $160,796 - $237,804
-7,137 Reduced 14.97%
40,539 $1.04 Million
Q1 2020

May 07, 2020

SELL
$25.25 - $53.75 $26,411 - $56,222
-1,046 Reduced 2.15%
47,676 $1.37 Million
Q4 2019

Jan 28, 2020

SELL
$47.82 - $54.46 $63,839 - $72,704
-1,335 Reduced 2.67%
48,722 $2.62 Million
Q3 2019

Nov 13, 2019

SELL
$43.38 - $50.71 $165,147 - $193,052
-3,807 Reduced 7.07%
50,057 $2.53 Million
Q2 2019

Aug 14, 2019

SELL
$44.37 - $49.17 $29,550 - $32,747
-666 Reduced 1.22%
53,864 $2.55 Million
Q1 2019

Apr 29, 2019

BUY
$46.57 - $51.73 $412,749 - $458,482
8,863 Added 19.41%
54,530 $2.64 Million
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $278,560 - $347,944
-6,389 Reduced 12.27%
45,667 $2.1 Million
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $145,538 - $163,897
-2,769 Reduced 5.05%
52,056 $2.74 Million
Q2 2018

Jul 30, 2018

SELL
$50.39 - $56.18 $307,681 - $343,035
-6,106 Reduced 10.02%
54,825 $3.04 Million
Q1 2018

May 04, 2018

SELL
$50.98 - $65.93 $995,129 - $1.29 Million
-19,520 Reduced 24.26%
60,931 $0
Q4 2017

Feb 14, 2018

SELL
$53.19 - $61.61 $838,699 - $971,466
-15,768 Reduced 16.39%
80,451 $0
Q3 2017

Nov 14, 2017

BUY
$49.58 - $55.15 $4.77 Million - $5.31 Million
96,219
96,219 $0

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 $269B
  • 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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