A detailed history of Cladis Investment Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 13,824 shares of WFC stock, worth $1.03 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
13,824
Previous 13,824 -0.0%
Holding current value
$1.03 Million
Previous $821 Million 4.88%
% of portfolio
0.54%
Previous 0.6%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Oct 09, 2024

BUY
$56.41 - $62.34 $56 - $62
1 Added 0.01%
13,824 $821 Million
Q2 2024

Aug 14, 2024

BUY
$56.41 - $62.34 $56 - $62
1 Added 0.01%
9,824 $583,000
Q1 2024

Oct 09, 2024

BUY
$46.44 - $57.96 $185,713 - $231,782
3,999 Added 40.71%
13,823 $801 Million
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $46 - $57
1 Added 0.01%
9,823 $569,000
Q3 2023

Oct 09, 2024

BUY
$40.43 - $47.13 $161,639 - $188,425
3,998 Added 40.7%
13,822 $565 Million
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $40 - $47
1 Added 0.01%
9,822 $401,000
Q2 2023

Oct 09, 2024

SELL
$36.72 - $42.68 $10,979 - $12,761
-299 Reduced 2.12%
13,821 $590 Million
Q2 2023

Aug 11, 2023

SELL
$36.72 - $42.68 $10,979 - $12,761
-299 Reduced 2.95%
9,821 $419,000
Q1 2023

Oct 09, 2024

BUY
$36.23 - $48.5 $155,644 - $208,356
4,296 Added 43.73%
14,120 $528 Million
Q1 2023

May 15, 2023

SELL
$36.23 - $48.5 $96,734 - $129,495
-2,670 Reduced 20.88%
10,120 $378,000
Q4 2022

Oct 09, 2024

BUY
$40.23 - $47.95 $4,867 - $5,801
121 Added 0.73%
16,790 $693 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $4,867 - $5,801
121 Added 0.96%
12,790 $528,000
Q3 2022

Oct 09, 2024

BUY
$1.55 - $45.53 $10,609 - $311,652
6,845 Added 69.68%
16,669 $670 Million
Q2 2022

Oct 09, 2024

BUY
$37.43 - $49.33 $256,208 - $337,663
6,845 Added 69.68%
16,669 $653 Million
Q2 2022

Aug 09, 2022

SELL
$37.43 - $49.33 $3,705 - $4,883
-99 Reduced 0.78%
12,669 $496,000
Q1 2022

Oct 08, 2024

SELL
$45.81 - $59.06 $41,229 - $53,154
-900 Reduced 5.09%
16,768 $813 Million
Q1 2022

May 10, 2022

SELL
$45.81 - $59.06 $41,229 - $53,154
-900 Reduced 6.58%
12,768 $619,000
Q4 2021

Oct 08, 2024

BUY
$45.31 - $52.0 $355,411 - $407,888
7,844 Added 79.85%
17,668 $848 Million
Q4 2021

Oct 01, 2024

BUY
$45.31 - $52.0 $174,171 - $199,888
3,844 Added 39.13%
13,668 $656 Million
Q4 2021

May 10, 2022

BUY
$45.31 - $52.0 $619,297 - $710,736
13,668 New
13,668 $656,000

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 $282B
  • 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 Cladis Investment Advisory, LLC Portfolio

Follow Cladis Investment Advisory, LLC 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 Cladis Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cladis Investment Advisory, LLC with notifications on news.