A detailed history of Cva Family Office, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cva Family Office, LLC holds 5,143 shares of WFC stock, worth $365,718. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,143
Previous 5,113 0.59%
Holding current value
$365,718
Previous $303,000 4.29%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 10, 2024

BUY
$51.58 - $60.97 $1,547 - $1,829
30 Added 0.59%
5,143 $290,000
Q2 2024

Jul 09, 2024

BUY
$56.41 - $62.34 $1,635 - $1,807
29 Added 0.57%
5,113 $303,000
Q1 2024

Apr 10, 2024

BUY
$46.44 - $57.96 $1,811 - $2,260
39 Added 0.77%
5,084 $294,000
Q4 2023

Jan 16, 2024

SELL
$38.67 - $50.51 $54,950 - $71,774
-1,421 Reduced 21.98%
5,045 $248,000
Q3 2023

Oct 11, 2023

BUY
$40.43 - $47.13 $15,767 - $18,380
390 Added 6.42%
6,466 $264,000
Q2 2023

Jul 10, 2023

SELL
$36.72 - $42.68 $87,724 - $101,962
-2,389 Reduced 28.22%
6,076 $259,000
Q1 2023

Apr 26, 2023

BUY
$36.23 - $48.5 $30,360 - $40,643
838 Added 10.99%
8,465 $316,000
Q4 2022

Feb 21, 2023

SELL
$40.23 - $47.95 $27,356 - $32,606
-680 Reduced 8.19%
7,627 $314,000
Q3 2022

Nov 22, 2022

BUY
$1.55 - $45.53 $1,565 - $45,985
1,010 Added 13.84%
8,307 $334,000
Q2 2022

Jul 11, 2022

BUY
$37.43 - $49.33 $25,265 - $33,297
675 Added 10.19%
7,297 $286,000
Q4 2021

Jan 25, 2022

BUY
$45.31 - $52.0 $209,422 - $240,344
4,622 Added 231.1%
6,622 $318,000
Q3 2021

Oct 12, 2021

SELL
$42.32 - $51.15 $185,869 - $224,650
-4,392 Reduced 68.71%
2,000 $47,000
Q2 2021

Jul 13, 2021

BUY
$39.48 - $47.9 $50,336 - $61,072
1,275 Added 24.92%
6,392 $289,000
Q1 2021

Apr 14, 2021

BUY
$29.7 - $40.81 $92,545 - $127,163
3,116 Added 155.72%
5,117 $200,000
Q4 2020

Jan 15, 2021

BUY
$21.14 - $30.35 $21 - $30
1 Added 0.05%
2,001 $60,000
Q3 2020

Oct 27, 2020

BUY
$22.83 - $26.35 $22,830 - $26,350
1,000 Added 100.0%
2,000 $47,000
Q2 2020

Jul 31, 2020

SELL
$22.53 - $33.32 $42,874 - $63,407
-1,903 Reduced 65.55%
1,000 $26,000
Q1 2020

May 28, 2020

BUY
$25.25 - $53.75 $73,300 - $156,036
2,903 New
2,903 $83,000

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 $270B
  • 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 Cva Family Office, LLC Portfolio

Follow Cva Family Office, 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 Cva Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cva Family Office, LLC with notifications on news.