Csm Advisors, LLC Wells Fargo & Company Transaction History

Csm Advisors, LLC

$1.53 Billion
Q3 2024

A detailed history of Csm Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Csm Advisors, LLC holds 143,512 shares of WFC stock, worth $10.3 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

143,512

Previous 151,127 5.04%

Holding current value

$10.3 Million

Previous $8.97 Million 9.64%

% of portfolio

0.53%

Previous 0.63%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$51.58 - $60.97 $392,781 - $464,286	-7,615 Reduced 5.04%	143,512 $8.11 Million
Q2 2024 Aug 14, 2024	SELL	$56.41 - $62.34 $431,254 - $476,589	-7,645 Reduced 4.82%	151,127 $8.97 Million
Q1 2024 May 15, 2024	BUY	$46.44 - $57.96 $48,762 - $60,858	1,050 Added 0.67%	158,772 $9.2 Million
Q4 2023 Feb 14, 2024	SELL	$38.67 - $50.51 $16,937 - $22,123	-438 Reduced 0.28%	157,722 $7.76 Million
Q3 2023 Nov 13, 2023	SELL	$40.43 - $47.13 $808 - $942	-20 Reduced 0.01%	158,160 $6.46 Million
Q2 2023 Aug 14, 2023	SELL	$36.72 - $42.68 $12,668 - $14,724	-345 Reduced 0.22%	158,180 $6.75 Million
Q1 2023 May 15, 2023	BUY	$36.23 - $48.5 $615,910 - $824,500	17,000 Added 12.01%	158,525 $5.92 Million
Q4 2022 Feb 14, 2023	BUY	$40.23 - $47.95 $93,735 - $111,723	2,330 Added 1.67%	141,525 $5.84 Million
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $24,141 - $709,129	-15,575 Reduced 10.06%	139,195 $5.6 Million
Q2 2022 Aug 11, 2022	BUY	$37.43 - $49.33 $39,226 - $51,697	1,048 Added 0.68%	154,770 $6.06 Million
Q1 2022 May 16, 2022	SELL	$45.81 - $59.06 $1.7 Million - $2.19 Million	-37,080 Reduced 19.43%	153,722 $7.45 Million
Q4 2021 Feb 09, 2022	SELL	$45.31 - $52.0 $159,944 - $183,560	-3,530 Reduced 1.82%	190,802 $9.16 Million
Q3 2021 Nov 15, 2021	BUY	$42.32 - $51.15 $88,872 - $107,415	2,100 Added 1.09%	194,332 $9.02 Million
Q2 2021 Aug 16, 2021	SELL	$39.48 - $47.9 $13,817 - $16,765	-350 Reduced 0.18%	192,232 $8.71 Million
Q1 2021 May 21, 2021	BUY	$29.7 - $40.81 $5.72 Million - $7.86 Million	192,582 New	192,582 $7.52 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

View Full List

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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