A detailed history of Northcape Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 4,138 shares of WFC stock, worth $333,109. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,138
Previous 3,047 35.81%
Holding current value
$333,109
Previous $218,000 51.83%
% of portfolio
0.1%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$60.98 - $80.12 $66,529 - $87,410
1,091 Added 35.81%
4,138 $331,000
Q1 2025

Apr 25, 2025

BUY
$66.78 - $81.42 $467 - $569
7 Added 0.23%
3,047 $218,000
Q4 2024

Jan 31, 2025

BUY
$54.98 - $77.35 $167,139 - $235,143
3,040 New
3,040 $213,000
Q3 2022

Nov 08, 2022

BUY
$1.55 - $45.53 $8,345 - $245,133
5,384 New
5,384 $217,000
Q2 2022

Aug 09, 2022

SELL
$37.43 - $49.33 $190,294 - $250,793
-5,084 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$45.81 - $59.06 $232,898 - $300,261
5,084 New
5,084 $246,000

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 $306B
  • 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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