A detailed history of Dumont & Blake Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 11,066 shares of WFC stock, worth $814,236. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,066
Previous 21,718 49.05%
Holding current value
$814,236
Previous $1.29 Million 51.59%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 23, 2024

SELL
$51.58 - $60.97 $549,430 - $649,452
-10,652 Reduced 49.05%
11,066 $624,000
Q2 2024

Jul 23, 2024

BUY
$56.41 - $62.34 $616,617 - $681,438
10,931 Added 101.33%
21,718 $1.29 Million
Q1 2024

Apr 17, 2024

BUY
$46.44 - $57.96 $92 - $115
2 Added 0.02%
10,787 $625,000
Q4 2023

Jan 23, 2024

SELL
$38.67 - $50.51 $14,965 - $19,547
-387 Reduced 3.46%
10,785 $531,000
Q3 2023

Oct 27, 2023

SELL
$40.43 - $47.13 $7,964 - $9,284
-197 Reduced 1.73%
11,172 $456,000
Q2 2023

Aug 03, 2023

SELL
$36.72 - $42.68 $12,925 - $15,023
-352 Reduced 3.0%
11,369 $485,000
Q1 2023

Apr 14, 2023

SELL
$36.23 - $48.5 $3,188 - $4,268
-88 Reduced 0.75%
11,721 $438,000
Q4 2022

Jan 26, 2023

BUY
$40.23 - $47.95 $80 - $95
2 Added 0.02%
11,809 $488,000
Q3 2022

Oct 24, 2022

SELL
$1.55 - $45.53 $26 - $774
-17 Reduced 0.14%
11,807 $475,000
Q2 2022

Aug 03, 2022

SELL
$37.43 - $49.33 $5,726 - $7,547
-153 Reduced 1.28%
11,824 $463,000
Q1 2022

Apr 27, 2022

SELL
$45.81 - $59.06 $595 - $767
-13 Reduced 0.11%
11,977 $580,000
Q4 2021

Jan 31, 2022

SELL
$45.31 - $52.0 $8,563 - $9,828
-189 Reduced 1.55%
11,990 $575,000
Q3 2021

Nov 02, 2021

SELL
$42.32 - $51.15 $2,031 - $2,455
-48 Reduced 0.39%
12,179 $565,000
Q2 2021

Jul 22, 2021

SELL
$39.48 - $47.9 $1,737 - $2,107
-44 Reduced 0.36%
12,227 $554,000
Q1 2021

May 03, 2021

SELL
$29.7 - $40.81 $6,682 - $9,182
-225 Reduced 1.8%
12,271 $479,000
Q4 2020

Jan 29, 2021

SELL
$21.14 - $30.35 $10,126 - $14,537
-479 Reduced 3.69%
12,496 $377,000
Q3 2020

Oct 30, 2020

SELL
$22.83 - $26.35 $6,141 - $7,088
-269 Reduced 2.03%
12,975 $305,000
Q2 2020

Jul 31, 2020

BUY
$22.53 - $33.32 $16,018 - $23,690
711 Added 5.67%
13,244 $339,000
Q1 2020

May 05, 2020

SELL
$25.25 - $53.75 $3,408 - $7,256
-135 Reduced 1.07%
12,533 $360,000
Q4 2019

Feb 05, 2020

BUY
$47.82 - $54.46 $4,686 - $5,337
98 Added 0.78%
12,668 $682,000
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $7,417 - $8,671
-171 Reduced 1.34%
12,570 $634,000
Q2 2019

Aug 01, 2019

SELL
$44.37 - $49.17 $482,168 - $534,330
-10,867 Reduced 46.03%
12,741 $603,000
Q1 2019

Apr 04, 2019

BUY
$46.57 - $51.73 $5,681 - $6,311
122 Added 0.52%
23,608 $1.14 Million
Q4 2018

Feb 07, 2019

SELL
$43.6 - $54.46 $64,833 - $80,982
-1,487 Reduced 5.95%
23,486 $1.08 Million
Q3 2018

Oct 19, 2018

BUY
$52.56 - $59.19 $25,071 - $28,233
477 Added 1.95%
24,973 $1.31 Million
Q2 2018

Jul 25, 2018

BUY
$50.39 - $56.18 $15,469 - $17,247
307 Added 1.27%
24,496 $1.36 Million
Q1 2018

Apr 26, 2018

SELL
$50.98 - $65.93 $2,447 - $3,164
-48 Reduced 0.2%
24,189 $1.27 Million
Q4 2017

Feb 15, 2018

SELL
$53.19 - $61.61 $7,872 - $9,118
-148 Reduced 0.61%
24,237 $1.47 Million
Q3 2017

Oct 31, 2017

BUY
$49.58 - $55.15 $1.21 Million - $1.34 Million
24,385
24,385 $1.35 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 $279B
  • 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 Dumont & Blake Investment Advisors LLC Portfolio

Follow Dumont & Blake Investment Advisors 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 Dumont & Blake Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dumont & Blake Investment Advisors LLC with notifications on news.