A detailed history of Grassi Investment Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Grassi Investment Management holds 193,006 shares of WFC stock, worth $10.4 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
193,006
Previous 194,002 0.51%
Holding current value
$10.4 Million
Previous $11.2 Million 1.95%
% of portfolio
1.02%
Previous 1.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

SELL
$56.41 - $62.34 $56,184 - $62,090
-996 Reduced 0.51%
193,006 $11.5 Million
Q1 2024

Apr 10, 2024

BUY
$46.44 - $57.96 $139 - $173
3 Added 0.0%
194,002 $11.2 Million
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $78,113 - $102,030
-2,020 Reduced 1.03%
193,999 $9.55 Million
Q3 2023

Oct 11, 2023

SELL
$40.43 - $47.13 $40,227 - $46,894
-995 Reduced 0.51%
196,019 $8.01 Million
Q2 2023

Jul 11, 2023

BUY
$36.72 - $42.68 $29,155 - $33,887
794 Added 0.4%
197,014 $8.41 Million
Q1 2023

Apr 11, 2023

BUY
$36.23 - $48.5 $1.06 Million - $1.42 Million
29,304 Added 17.56%
196,220 $7.34 Million
Q4 2022

Jan 10, 2023

SELL
$40.23 - $47.95 $87,379 - $104,147
-2,172 Reduced 1.28%
166,916 $6.89 Million
Q3 2022

Oct 12, 2022

BUY
$1.55 - $45.53 $1,709 - $50,219
1,103 Added 0.66%
169,088 $6.8 Million
Q2 2022

Jul 12, 2022

BUY
$37.43 - $49.33 $66,550 - $87,708
1,778 Added 1.07%
167,985 $6.58 Million
Q1 2022

Apr 12, 2022

BUY
$45.81 - $59.06 $61,935 - $79,849
1,352 Added 0.82%
166,207 $8.05 Million
Q4 2021

Jan 13, 2022

BUY
$45.31 - $52.0 $34,073 - $39,104
752 Added 0.46%
164,855 $7.91 Million
Q3 2021

Oct 12, 2021

BUY
$42.32 - $51.15 $393,660 - $475,797
9,302 Added 6.01%
164,103 $7.62 Million
Q2 2021

Jul 09, 2021

BUY
$39.48 - $47.9 $39 - $47
1 Added 0.0%
154,801 $7.01 Million
Q1 2021

Apr 12, 2021

BUY
$29.7 - $40.81 $886,545 - $1.22 Million
29,850 Added 23.89%
154,800 $6.05 Million
Q4 2020

Jan 19, 2021

BUY
$21.14 - $30.35 $1.11 Million - $1.6 Million
52,700 Added 72.94%
124,950 $3.77 Million
Q3 2020

Oct 13, 2020

BUY
$22.83 - $26.35 $13,697 - $15,810
600 Added 0.84%
72,250 $1.7 Million
Q2 2020

Jul 15, 2020

SELL
$22.53 - $33.32 $9,012 - $13,328
-400 Reduced 0.56%
71,650 $1.83 Million
Q2 2019

Jul 10, 2019

SELL
$44.37 - $49.17 $1.91 Million - $2.11 Million
-43,000 Reduced 37.38%
72,050 $3.41 Million
Q1 2019

Apr 10, 2019

SELL
$46.57 - $51.73 $361,150 - $401,166
-7,755 Reduced 6.31%
115,050 $5.56 Million
Q4 2018

Jan 10, 2019

SELL
$43.6 - $54.46 $53,628 - $66,985
-1,230 Reduced 0.99%
122,805 $5.66 Million
Q3 2018

Oct 12, 2018

SELL
$52.56 - $59.19 $42,678 - $48,062
-812 Reduced 0.65%
124,035 $6.52 Million
Q2 2018

Jul 10, 2018

SELL
$50.39 - $56.18 $159,937 - $178,315
-3,174 Reduced 2.48%
124,847 $6.92 Million
Q1 2018

Apr 10, 2018

BUY
$50.98 - $65.93 $35,686 - $46,151
700 Added 0.55%
128,021 $6.71 Million
Q4 2017

Jan 10, 2018

BUY
$53.19 - $61.61 $137,177 - $158,892
2,579 Added 2.07%
127,321 $7.73 Million
Q3 2017

Oct 10, 2017

BUY
$49.58 - $55.15 $6.18 Million - $6.88 Million
124,742
124,742 $6.88 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 $205B
  • 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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