A detailed history of Osterweis Capital Management Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Osterweis Capital Management Inc holds 3,841 shares of WFC stock, worth $292,568. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,841
Previous 4,141 7.24%
Holding current value
$292,568
Previous $245,000 11.84%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$51.58 - $60.97 $15,474 - $18,291
-300 Reduced 7.24%
3,841 $216,000
Q1 2024

May 15, 2024

SELL
$46.44 - $57.96 $453,022 - $565,399
-9,755 Reduced 70.2%
4,141 $240,000
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $175,247 - $211,812
4,141 Added 42.45%
13,896 $645,000
Q2 2020

Aug 14, 2020

SELL
$22.53 - $33.32 $1,329 - $1,965
-59 Reduced 0.6%
9,755 $250,000
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $10,100 - $21,500
-400 Reduced 3.92%
9,814 $282,000
Q4 2019

Feb 14, 2020

SELL
$47.82 - $54.46 $36,438 - $41,498
-762 Reduced 6.94%
10,214 $550,000
Q3 2019

Nov 14, 2019

BUY
$43.38 - $50.71 $4,771 - $5,578
110 Added 1.01%
10,976 $554,000
Q2 2019

Aug 14, 2019

BUY
$44.37 - $49.17 $2,617 - $2,901
59 Added 0.55%
10,866 $515,000
Q4 2018

Feb 14, 2019

SELL
$43.6 - $54.46 $130,800 - $163,380
-3,000 Reduced 21.73%
10,807 $498,000
Q3 2018

Nov 13, 2018

BUY
$52.56 - $59.19 $55,293 - $62,267
1,052 Added 8.25%
13,807 $726,000
Q1 2018

May 14, 2018

BUY
$50.98 - $65.93 $152,940 - $197,790
3,000 Added 30.75%
12,755 $668,000
Q3 2017

Nov 13, 2017

BUY
$49.58 - $55.15 $483,652 - $537,988
9,755
9,755 $538,000

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
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