A detailed history of Citadel Investment Advisory, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Citadel Investment Advisory, Inc. holds 21,091 shares of WFC stock, worth $1.6 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
21,091
Previous 21,391 1.4%
Holding current value
$1.6 Million
Previous $1.27 Million 6.3%
% of portfolio
0.65%
Previous 0.72%

Shares

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

Oct 16, 2024

SELL
$51.58 - $60.97 $15,474 - $18,291
-300 Reduced 1.4%
21,091 $1.19 Million
Q2 2024

Jul 15, 2024

SELL
$56.41 - $62.34 $58,948 - $65,145
-1,045 Reduced 4.66%
21,391 $1.27 Million
Q1 2024

Apr 17, 2024

SELL
$46.44 - $57.96 $104,490 - $130,410
-2,250 Reduced 9.11%
22,436 $1.3 Million
Q4 2023

Jan 23, 2024

SELL
$38.67 - $50.51 $33,681 - $43,994
-871 Reduced 3.41%
24,686 $1.22 Million
Q2 2023

Jul 11, 2023

SELL
$36.72 - $42.68 $11,016 - $12,804
-300 Reduced 1.16%
25,557 $1.09 Million
Q1 2023

May 01, 2023

BUY
$36.23 - $48.5 $1,811 - $2,425
50 Added 0.19%
25,857 $967,000
Q4 2022

Jan 18, 2023

SELL
$40.23 - $47.95 $22,126 - $26,372
-550 Reduced 2.09%
25,807 $1.07 Million
Q3 2022

Oct 20, 2022

BUY
$1.55 - $45.53 $232 - $6,829
150 Added 0.57%
26,357 $1.06 Million
Q2 2022

Aug 02, 2022

SELL
$37.43 - $49.33 $134,748 - $177,588
-3,600 Reduced 12.08%
26,207 $1.03 Million
Q1 2022

May 12, 2022

SELL
$45.81 - $59.06 $18,736 - $24,155
-409 Reduced 1.35%
29,807 $1.44 Million
Q4 2021

Jan 27, 2022

SELL
$45.31 - $52.0 $6,796 - $7,800
-150 Reduced 0.49%
30,216 $1.45 Million
Q2 2021

Aug 10, 2021

SELL
$39.48 - $47.9 $113,702 - $137,952
-2,880 Reduced 8.66%
30,366 $1.38 Million
Q4 2020

Jan 29, 2021

BUY
$21.14 - $30.35 $702,820 - $1.01 Million
33,246 New
33,246 $1 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 $288B
  • 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
Track This Portfolio

Track Citadel Investment Advisory, Inc. Portfolio

Follow Citadel Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Citadel Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Citadel Investment Advisory, Inc. with notifications on news.