A detailed history of Cassaday & CO Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,699 shares of WFC stock, worth $438,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,699
Previous 13,234 49.38%
Holding current value
$438,181
Previous $767,000 48.24%
% of portfolio
0.01%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$56.41 - $62.34 $368,639 - $407,391
-6,535 Reduced 49.38%
6,699 $397,000
Q1 2024

May 08, 2024

BUY
$46.44 - $57.96 $352,433 - $439,858
7,589 Added 134.44%
13,234 $767,000
Q4 2023

Feb 09, 2024

BUY
$38.67 - $50.51 $8,662 - $11,314
224 Added 4.13%
5,645 $277,000
Q3 2023

Nov 06, 2023

SELL
$40.43 - $47.13 $149,469 - $174,239
-3,697 Reduced 40.55%
5,421 $221,000
Q2 2023

Aug 07, 2023

SELL
$36.72 - $42.68 $9,951 - $11,566
-271 Reduced 2.89%
9,118 $389,000
Q1 2023

May 03, 2023

SELL
$36.23 - $48.5 $181 - $242
-5 Reduced 0.05%
9,389 $350,000
Q4 2022

Feb 07, 2023

BUY
$40.23 - $47.95 $377,920 - $450,442
9,394 New
9,394 $0

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 $248B
  • 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 Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.