A detailed history of Cahill Financial Advisors Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 9,294 shares of WFC stock, worth $665,357. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,294
Previous 9,221 0.79%
Holding current value
$665,357
Previous $547,000 4.2%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 12, 2024

BUY
$51.58 - $60.97 $3,765 - $4,450
73 Added 0.79%
9,294 $524,000
Q2 2024

Aug 06, 2024

BUY
$56.41 - $62.34 $4,907 - $5,423
87 Added 0.95%
9,221 $547,000
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $17,322 - $21,619
373 Added 4.26%
9,134 $529,000
Q4 2023

Feb 13, 2024

SELL
$38.67 - $50.51 $97,757 - $127,689
-2,528 Reduced 22.39%
8,761 $431,000
Q3 2023

Nov 14, 2023

SELL
$40.43 - $47.13 $5,862 - $6,833
-145 Reduced 1.27%
11,289 $461,000
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $2,680 - $3,115
73 Added 0.64%
11,434 $488,000
Q1 2023

May 11, 2023

BUY
$36.23 - $48.5 $1,014 - $1,358
28 Added 0.25%
11,361 $424,000
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $2,373 - $2,829
59 Added 0.52%
11,333 $467,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $4,158 - $122,156
2,683 Added 31.23%
11,274 $454,000
Q2 2022

Aug 08, 2022

BUY
$37.43 - $49.33 $4,267 - $5,623
114 Added 1.34%
8,591 $336,000
Q1 2022

May 12, 2022

SELL
$45.81 - $59.06 $17,957 - $23,151
-392 Reduced 4.42%
8,477 $411,000
Q4 2021

Feb 11, 2022

BUY
$45.31 - $52.0 $589 - $676
13 Added 0.15%
8,869 $426,000
Q3 2021

Nov 16, 2021

BUY
$42.32 - $51.15 $147,442 - $178,206
3,484 Added 64.85%
8,856 $411,000
Q2 2021

Aug 16, 2021

BUY
$39.48 - $47.9 $212,086 - $257,318
5,372 New
5,372 $243,000
Q3 2020

Nov 17, 2020

SELL
$22.83 - $26.35 $189,352 - $218,546
-8,294 Closed
0 $0
Q2 2020

Aug 12, 2020

BUY
$22.53 - $33.32 $9,304 - $13,761
413 Added 5.24%
8,294 $213,000
Q1 2020

May 18, 2020

BUY
$25.25 - $53.75 $174,578 - $371,627
6,914 Added 714.99%
7,881 $227,000
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $173,088 - $368,456
-6,855 Reduced 87.64%
967 $233,000
Q4 2019

Feb 14, 2020

SELL
$47.82 - $54.46 $28,357 - $32,294
-593 Reduced 7.05%
7,822 $420,000
Q3 2019

Nov 14, 2019

BUY
$43.38 - $50.71 $2,299 - $2,687
53 Added 0.63%
8,415 $424,000
Q2 2019

Aug 14, 2019

SELL
$44.37 - $49.17 $113,764 - $126,071
-2,564 Reduced 23.47%
8,362 $396,000
Q1 2019

May 16, 2019

BUY
$46.57 - $51.73 $3,073 - $3,414
66 Added 0.61%
10,926 $528,000
Q4 2018

Feb 15, 2019

SELL
$43.6 - $54.46 $50,096 - $62,574
-1,149 Reduced 9.57%
10,860 $501,000
Q3 2018

Nov 13, 2018

BUY
$52.56 - $59.19 $3,258 - $3,669
62 Added 0.52%
12,009 $632,000
Q2 2018

Aug 15, 2018

SELL
$50.39 - $56.18 $2,317 - $2,584
-46 Reduced 0.38%
11,947 $663,000
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $254,033 - $328,529
4,983 Added 71.08%
11,993 $629,000
Q4 2017

Feb 13, 2018

BUY
$53.19 - $61.61 $2,021 - $2,341
38 Added 0.55%
7,010 $426,000
Q3 2017

Nov 14, 2017

BUY
$49.58 - $55.15 $39,019 - $43,403
787 Added 12.72%
6,972 $385,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,185
6,185 $343,000

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 $272B
  • 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 Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc 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 Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.