A detailed history of Kathmere Capital Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 10,267 shares of WFC stock, worth $782,037. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,267
Previous 8,508 20.67%
Holding current value
$782,037
Previous $505,000 14.65%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$51.58 - $60.97 $90,729 - $107,246
1,759 Added 20.67%
10,267 $579,000
Q2 2024

Jul 17, 2024

BUY
$56.41 - $62.34 $51,671 - $57,103
916 Added 12.07%
8,508 $505,000
Q2 2024

Jul 01, 2024

SELL
$56.41 - $62.34 $18,276 - $20,198
-324 Reduced 4.09%
7,592 $450,000
Q1 2024

Apr 16, 2024

BUY
$46.44 - $57.96 $15,046 - $18,779
324 Added 4.27%
7,916 $458,000
Q4 2023

Apr 16, 2024

BUY
$38.67 - $50.51 $13,302 - $17,375
344 Added 4.75%
7,592 $373,000
Q3 2023

Oct 11, 2023

BUY
$40.43 - $47.13 $47,909 - $55,849
1,185 Added 19.54%
7,248 $296,000
Q2 2023

Jul 11, 2023

BUY
$36.72 - $42.68 $222,633 - $258,768
6,063 New
6,063 $258,000
Q1 2021

May 07, 2021

SELL
$29.7 - $40.81 $13,840 - $19,017
-466 Closed
0 $0
Q3 2020

Nov 20, 2020

SELL
$22.83 - $26.35 $252,933 - $291,931
-11,079 Reduced 95.96%
466 $11,000
Q3 2020

Nov 13, 2020

BUY
$22.83 - $26.35 $263,572 - $304,210
11,545 New
11,545 $277,000

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 $289B
  • 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 Kathmere Capital Management, LLC Portfolio

Follow Kathmere Capital Management, 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 Kathmere Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kathmere Capital Management, LLC with notifications on news.