A detailed history of Evercore Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 37,204 shares of WFC stock, worth $2.83 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,204
Previous 37,554 0.93%
Holding current value
$2.83 Million
Previous $2.23 Million 5.83%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $18,053 - $21,339
-350 Reduced 0.93%
37,204 $2.1 Million
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $16,584 - $18,327
-294 Reduced 0.78%
37,554 $2.23 Million
Q1 2024

May 15, 2024

SELL
$46.44 - $57.96 $5,944 - $7,418
-128 Reduced 0.34%
37,848 $2.19 Million
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $9,512 - $12,425
-246 Reduced 0.64%
37,976 $1.87 Million
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $10,592 - $12,348
262 Added 0.69%
38,222 $1.56 Million
Q2 2023

Aug 04, 2023

SELL
$36.72 - $42.68 $50,930 - $59,197
-1,387 Reduced 3.53%
37,960 $1.62 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $4,492 - $6,014
124 Added 0.32%
39,347 $1.47 Million
Q4 2022

Feb 14, 2023

SELL
$40.23 - $47.95 $9,132 - $10,884
-227 Reduced 0.58%
39,223 $1.62 Million
Q2 2022

Aug 15, 2022

BUY
$37.43 - $49.33 $2,432 - $3,206
65 Added 0.17%
39,450 $1.55 Million
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $132,803 - $171,214
-2,899 Reduced 6.86%
39,385 $1.91 Million
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $87,810 - $100,776
-1,938 Reduced 4.38%
42,284 $2.03 Million
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $23,276 - $28,132
-550 Reduced 1.23%
44,222 $2.05 Million
Q2 2021

Aug 16, 2021

SELL
$39.48 - $47.9 $35,532 - $43,110
-900 Reduced 1.97%
44,772 $2.03 Million
Q1 2021

May 17, 2021

SELL
$29.7 - $40.81 $317,255 - $435,932
-10,682 Reduced 18.96%
45,672 $1.78 Million
Q4 2020

Feb 16, 2021

SELL
$21.14 - $30.35 $386,248 - $554,524
-18,271 Reduced 24.48%
56,354 $1.7 Million
Q3 2020

Nov 16, 2020

SELL
$22.83 - $26.35 $104,127 - $120,182
-4,561 Reduced 5.76%
74,625 $1.76 Million
Q2 2020

Aug 13, 2020

SELL
$22.53 - $33.32 $224,105 - $331,434
-9,947 Reduced 11.16%
79,186 $2.03 Million
Q1 2020

May 14, 2020

SELL
$25.25 - $53.75 $229,320 - $488,157
-9,082 Reduced 9.25%
89,133 $2.56 Million
Q4 2019

Feb 13, 2020

SELL
$47.82 - $54.46 $143,173 - $163,053
-2,994 Reduced 2.96%
98,215 $5.28 Million
Q3 2019

Nov 14, 2019

SELL
$43.38 - $50.71 $104,502 - $122,160
-2,409 Reduced 2.32%
101,209 $5.11 Million
Q2 2019

Aug 13, 2019

SELL
$44.37 - $49.17 $98,989 - $109,698
-2,231 Reduced 2.11%
103,618 $4.9 Million
Q1 2019

May 14, 2019

SELL
$46.57 - $51.73 $146,602 - $162,846
-3,148 Reduced 2.89%
105,849 $5.12 Million
Q4 2018

Feb 13, 2019

SELL
$43.6 - $54.46 $359,046 - $448,478
-8,235 Reduced 7.02%
108,997 $5.02 Million
Q3 2018

Nov 13, 2018

SELL
$52.56 - $59.19 $722,700 - $813,862
-13,750 Reduced 10.5%
117,232 $6.16 Million
Q2 2018

Aug 14, 2018

BUY
$50.39 - $56.18 $373,793 - $416,743
7,418 Added 6.0%
130,982 $7.26 Million
Q1 2018

May 15, 2018

SELL
$50.98 - $65.93 $368,534 - $476,607
-7,229 Reduced 5.53%
123,564 $6.48 Million
Q4 2017

Feb 13, 2018

SELL
$53.19 - $61.61 $141,325 - $163,697
-2,657 Reduced 1.99%
130,793 $7.94 Million
Q3 2017

Nov 13, 2017

BUY
$49.58 - $55.15 $6.62 Million - $7.36 Million
133,450
133,450 $7.36 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 $288B
  • 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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