A detailed history of Crestwood Advisors Group LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 37,899 shares of WFC stock, worth $2.24 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
37,899
Previous 37,756 0.38%
Holding current value
$2.24 Million
Previous $1.86 Million 18.19%
% of portfolio
0.05%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$46.44 - $57.96 $6,640 - $8,288
143 Added 0.38%
37,899 $2.2 Million
Q4 2023

Jan 29, 2024

SELL
$38.67 - $50.51 $117,402 - $153,348
-3,036 Reduced 7.44%
37,756 $1.86 Million
Q3 2023

Nov 15, 2023

SELL
$40.43 - $47.13 $125,696 - $146,527
-3,109 Reduced 7.08%
40,792 $1.67 Million
Q2 2023

Aug 15, 2023

SELL
$36.72 - $42.68 $97,932 - $113,827
-2,667 Reduced 5.73%
43,901 $1.87 Million
Q1 2023

May 12, 2023

BUY
$36.23 - $48.5 $4,746 - $6,353
131 Added 0.28%
46,568 $1.74 Million
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $497,685 - $593,189
-12,371 Reduced 21.04%
46,437 $1.92 Million
Q3 2022

Oct 26, 2022

SELL
$1.55 - $45.53 $1,988 - $58,414
-1,283 Reduced 2.14%
58,808 $2.37 Million
Q2 2022

Jul 07, 2022

SELL
$37.43 - $49.33 $106,525 - $140,393
-2,846 Reduced 4.52%
60,091 $2.35 Million
Q1 2022

Apr 12, 2022

SELL
$45.81 - $59.06 $25,149 - $32,423
-549 Reduced 0.86%
62,937 $3.05 Million
Q4 2021

Feb 15, 2022

SELL
$45.31 - $52.0 $36,066 - $41,392
-796 Reduced 1.24%
63,486 $3.05 Million
Q3 2021

Nov 03, 2021

SELL
$42.32 - $51.15 $53,958 - $65,216
-1,275 Reduced 1.94%
64,282 $2.98 Million
Q2 2021

Aug 13, 2021

SELL
$39.48 - $47.9 $66,642 - $80,855
-1,688 Reduced 2.51%
65,557 $2.97 Million
Q1 2021

Apr 21, 2021

SELL
$29.7 - $40.81 $42,797 - $58,807
-1,441 Reduced 2.1%
67,245 $2.63 Million
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $112,042 - $160,855
-5,300 Reduced 7.16%
68,686 $2.07 Million
Q3 2020

Oct 06, 2020

SELL
$22.83 - $26.35 $43,377 - $50,065
-1,900 Reduced 2.5%
73,986 $1.74 Million
Q2 2020

Aug 14, 2020

SELL
$22.53 - $33.32 $3.34 Million - $4.94 Million
-148,115 Reduced 66.12%
75,886 $1.94 Million
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $355,318 - $756,370
-14,072 Reduced 5.91%
224,001 $6.43 Million
Q4 2019

Feb 12, 2020

BUY
$47.82 - $54.46 $143,173 - $163,053
2,994 Added 1.27%
238,073 $12.8 Million
Q3 2019

Nov 13, 2019

SELL
$43.38 - $50.71 $3.92 Million - $4.59 Million
-90,474 Reduced 27.79%
235,079 $11.9 Million
Q2 2019

Aug 14, 2019

SELL
$44.37 - $49.17 $3.89 Million - $4.31 Million
-87,609 Reduced 21.2%
325,553 $15.4 Million
Q1 2019

May 09, 2019

BUY
$46.57 - $51.73 $638,009 - $708,701
13,700 Added 3.43%
413,162 $20 Million
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $787,939 - $984,201
-18,072 Reduced 4.33%
399,462 $18.4 Million
Q3 2018

Nov 15, 2018

SELL
$52.56 - $59.19 $69,326 - $78,071
-1,319 Reduced 0.31%
417,534 $21.9 Million
Q2 2018

Aug 14, 2018

BUY
$50.39 - $56.18 $202,013 - $225,225
4,009 Added 0.97%
418,853 $0
Q1 2018

May 14, 2018

BUY
$50.98 - $65.93 $781,370 - $1.01 Million
15,327 Added 3.84%
414,844 $21.7 Million
Q4 2017

Jan 11, 2018

BUY
$53.19 - $61.61 $62,445 - $72,330
1,174 Added 0.29%
399,517 $24.2 Million
Q3 2017

Nov 20, 2017

BUY
$49.58 - $55.15 $19.7 Million - $22 Million
398,343
398,343 $22 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 $225B
  • 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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