A detailed history of Cassady Schiller Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 79 shares of WFC stock, worth $5,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79
Previous 79 -0.0%
Holding current value
$5,548
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

SELL
$36.23 - $48.5 $2,463 - $3,298
-68 Reduced 46.26%
79 $2,000
Q4 2022

Feb 13, 2023

BUY
$40.23 - $47.95 $5,913 - $7,048
147 New
147 $6,000
Q1 2022

May 12, 2022

SELL
$45.81 - $59.06 $8,016 - $10,335
-175 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$45.31 - $52.0 $7,929 - $9,100
175 New
175 $8,000

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 $267B
  • 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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