A detailed history of Cascade Financial Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,851 shares of WFC stock, worth $488,090. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,851
Previous 5,751 1.74%
Holding current value
$488,090
Previous $461 Million 6.44%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$77.05 - $85.16 $7,705 - $8,516
100 Added 1.74%
5,851 $490 Million
Q2 2025

Aug 07, 2025

SELL
$60.98 - $80.12 $24,392 - $32,048
-400 Reduced 6.5%
5,751 $461 Million
Q1 2025

May 13, 2025

BUY
$66.78 - $81.42 $26,712 - $32,568
400 Added 6.96%
6,151 $442 Million
Q4 2024

Feb 07, 2025

BUY
$54.98 - $77.35 $4,838 - $6,806
88 Added 1.55%
5,751 $404 Million
Q2 2024

Jul 31, 2024

SELL
$56.41 - $62.34 $56,410 - $62,340
-1,000 Reduced 15.01%
5,663 $336 Million
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $309,429 - $386,187
6,663 New
6,663 $376 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 $317B
  • 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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