A detailed history of Clifford Swan Investment Counsel LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 553,999 shares of WFC stock, worth $39.8 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
553,999
Previous 600,560 7.75%
Holding current value
$39.8 Million
Previous $35.7 Million 12.31%
% of portfolio
1.13%
Previous 1.34%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $2.4 Million - $2.84 Million
-46,561 Reduced 7.75%
553,999 $31.3 Million
Q2 2024

Aug 06, 2024

SELL
$56.41 - $62.34 $479,090 - $529,453
-8,493 Reduced 1.39%
600,560 $35.7 Million
Q1 2024

Apr 16, 2024

SELL
$46.44 - $57.96 $744,944 - $929,736
-16,041 Reduced 2.57%
609,053 $35.3 Million
Q4 2023

Feb 06, 2024

SELL
$38.67 - $50.51 $770,770 - $1.01 Million
-19,932 Reduced 3.09%
625,094 $30.8 Million
Q3 2023

Nov 09, 2023

SELL
$40.43 - $47.13 $342,644 - $399,426
-8,475 Reduced 1.3%
645,026 $26.4 Million
Q2 2023

Aug 03, 2023

SELL
$36.72 - $42.68 $454,079 - $527,780
-12,366 Reduced 1.86%
653,501 $27.9 Million
Q1 2023

May 05, 2023

SELL
$36.23 - $48.5 $491,206 - $657,563
-13,558 Reduced 2.0%
665,867 $24.9 Million
Q4 2022

Feb 02, 2023

SELL
$40.23 - $47.95 $199,098 - $237,304
-4,949 Reduced 0.72%
679,425 $28.1 Million
Q3 2022

Nov 04, 2022

SELL
$1.55 - $45.53 $11,147 - $327,451
-7,192 Reduced 1.04%
684,374 $27.5 Million
Q2 2022

Aug 04, 2022

BUY
$37.43 - $49.33 $119,738 - $157,806
3,199 Added 0.46%
691,566 $27.1 Million
Q1 2022

May 03, 2022

SELL
$45.81 - $59.06 $681,515 - $878,635
-14,877 Reduced 2.12%
688,367 $33.4 Million
Q4 2021

Feb 11, 2022

SELL
$45.31 - $52.0 $915,533 - $1.05 Million
-20,206 Reduced 2.79%
703,244 $33.7 Million
Q3 2021

Nov 02, 2021

SELL
$42.32 - $51.15 $957,532 - $1.16 Million
-22,626 Reduced 3.03%
723,450 $33.6 Million
Q2 2021

Aug 05, 2021

SELL
$39.48 - $47.9 $979,064 - $1.19 Million
-24,799 Reduced 3.22%
746,076 $34.4 Million
Q1 2021

May 07, 2021

SELL
$29.7 - $40.81 $391,594 - $538,079
-13,185 Reduced 1.68%
770,875 $30.1 Million
Q4 2020

Feb 11, 2021

SELL
$21.14 - $30.35 $735,967 - $1.06 Million
-34,814 Reduced 4.25%
784,060 $23.7 Million
Q3 2020

Oct 30, 2020

SELL
$22.83 - $26.35 $235,240 - $271,510
-10,304 Reduced 1.24%
818,874 $19.3 Million
Q2 2020

Aug 06, 2020

BUY
$22.53 - $33.32 $78,043 - $115,420
3,464 Added 0.42%
829,178 $21.2 Million
Q1 2020

Apr 09, 2020

BUY
$25.25 - $53.75 $275,225 - $585,875
10,900 Added 1.34%
825,714 $23.7 Million
Q4 2019

Jan 30, 2020

BUY
$47.82 - $54.46 $194,005 - $220,944
4,057 Added 0.5%
814,814 $43.8 Million
Q3 2019

Nov 12, 2019

BUY
$43.38 - $50.71 $864,606 - $1.01 Million
19,931 Added 2.52%
810,757 $40.9 Million
Q2 2019

Aug 13, 2019

SELL
$44.37 - $49.17 $902,086 - $999,675
-20,331 Reduced 2.51%
790,826 $37.4 Million
Q1 2019

May 14, 2019

BUY
$46.57 - $51.73 $1.11 Million - $1.23 Million
23,782 Added 3.02%
811,157 $39.2 Million
Q4 2018

Feb 13, 2019

SELL
$43.6 - $54.46 $848,063 - $1.06 Million
-19,451 Reduced 2.41%
787,375 $36.3 Million
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $25,859 - $29,121
-492 Reduced 0.06%
806,826 $42.4 Million
Q2 2018

Aug 13, 2018

SELL
$50.39 - $56.18 $1.07 Million - $1.19 Million
-21,170 Reduced 2.56%
807,318 $44.8 Million
Q1 2018

May 09, 2018

BUY
$50.98 - $65.93 $155,641 - $201,284
3,053 Added 0.37%
828,488 $43.4 Million
Q4 2017

Feb 09, 2018

BUY
$53.19 - $61.61 $5.65 Million - $6.55 Million
106,304 Added 14.78%
825,435 $50.1 Million
Q3 2017

Nov 13, 2017

BUY
$49.58 - $55.15 $499,766 - $555,912
10,080 Added 1.42%
719,131 $39.7 Million
Q2 2017

Aug 11, 2017

BUY
N/A
709,051
709,051 $39.3 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 $272B
  • 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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