A detailed history of Capital Square, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Capital Square, LLC holds 4,577 shares of WFC stock, worth $327,667. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,577
Previous 4,398 4.07%
Holding current value
$327,667
Previous $261,000 1.15%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Nov 13, 2024

BUY
$51.58 - $60.97 $9,232 - $10,913
179 Added 4.07%
4,577 $258,000
Q2 2024

Aug 01, 2024

SELL
$56.41 - $62.34 $112,820 - $124,680
-2,000 Reduced 31.26%
4,398 $261,000
Q1 2024

May 07, 2024

BUY
$46.44 - $57.96 $64,923 - $81,028
1,398 Added 27.96%
6,398 $370,000
Q4 2023

Jan 26, 2024

SELL
$38.67 - $50.51 $116,706 - $152,439
-3,018 Reduced 37.64%
5,000 $246,000
Q1 2023

Apr 24, 2023

SELL
$36.23 - $48.5 $90,140 - $120,668
-2,488 Reduced 23.68%
8,018 $299,000
Q4 2022

Feb 09, 2023

SELL
$40.23 - $47.95 $1.61 Million - $1.92 Million
-40,000 Reduced 79.2%
10,506 $433,000
Q2 2022

Aug 04, 2022

SELL
$37.43 - $49.33 $163,194 - $215,078
-4,360 Reduced 7.95%
50,506 $1.98 Million
Q1 2022

May 09, 2022

SELL
$45.81 - $59.06 $128,176 - $165,249
-2,798 Reduced 4.85%
54,866 $2.66 Million
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $3,382 - $4,856
160 Added 0.28%
57,664 $1.74 Million
Q2 2020

Jul 27, 2020

BUY
$22.53 - $33.32 $22 - $33
1 Added 0.0%
57,504 $1.47 Million
Q1 2020

Apr 30, 2020

BUY
$25.25 - $53.75 $15,932 - $33,916
631 Added 1.11%
57,503 $1.65 Million
Q4 2019

Feb 07, 2020

BUY
$47.82 - $54.46 $2.72 Million - $3.1 Million
56,872 New
56,872 $3.06 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 $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 Capital Square, LLC Portfolio

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

News

Stay updated on Capital Square, LLC with notifications on news.