A detailed history of Dumont & Blake Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 11,066 shares of WFC stock, worth $786,903. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,066
Previous 21,718 49.05%
Holding current value
$786,903
Previous $1.29 Million 51.59%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 23, 2024

SELL
$51.58 - $60.97 $549,430 - $649,452
-10,652 Reduced 49.05%
11,066 $624,000
Q2 2024

Jul 23, 2024

BUY
$56.41 - $62.34 $616,617 - $681,438
10,931 Added 101.33%
21,718 $1.29 Million
Q1 2024

Apr 17, 2024

BUY
$46.44 - $57.96 $92 - $115
2 Added 0.02%
10,787 $625,000
Q4 2023

Jan 23, 2024

SELL
$38.67 - $50.51 $14,965 - $19,547
-387 Reduced 3.46%
10,785 $531,000
Q3 2023

Oct 27, 2023

SELL
$40.43 - $47.13 $7,964 - $9,284
-197 Reduced 1.73%
11,172 $456,000
Q2 2023

Aug 03, 2023

SELL
$36.72 - $42.68 $12,925 - $15,023
-352 Reduced 3.0%
11,369 $485,000
Q1 2023

Apr 14, 2023

SELL
$36.23 - $48.5 $3,188 - $4,268
-88 Reduced 0.75%
11,721 $438,000
Q4 2022

Jan 26, 2023

BUY
$40.23 - $47.95 $80 - $95
2 Added 0.02%
11,809 $488,000
Q3 2022

Oct 24, 2022

SELL
$1.55 - $45.53 $26 - $774
-17 Reduced 0.14%
11,807 $475,000
Q2 2022

Aug 03, 2022

SELL
$37.43 - $49.33 $5,726 - $7,547
-153 Reduced 1.28%
11,824 $463,000
Q1 2022

Apr 27, 2022

SELL
$45.81 - $59.06 $595 - $767
-13 Reduced 0.11%
11,977 $580,000
Q4 2021

Jan 31, 2022

SELL
$45.31 - $52.0 $8,563 - $9,828
-189 Reduced 1.55%
11,990 $575,000
Q3 2021

Nov 02, 2021

SELL
$42.32 - $51.15 $2,031 - $2,455
-48 Reduced 0.39%
12,179 $565,000
Q2 2021

Jul 22, 2021

SELL
$39.48 - $47.9 $1,737 - $2,107
-44 Reduced 0.36%
12,227 $554,000
Q1 2021

May 03, 2021

SELL
$29.7 - $40.81 $6,682 - $9,182
-225 Reduced 1.8%
12,271 $479,000
Q4 2020

Jan 29, 2021

SELL
$21.14 - $30.35 $10,126 - $14,537
-479 Reduced 3.69%
12,496 $377,000
Q3 2020

Oct 30, 2020

SELL
$22.83 - $26.35 $6,141 - $7,088
-269 Reduced 2.03%
12,975 $305,000
Q2 2020

Jul 31, 2020

BUY
$22.53 - $33.32 $16,018 - $23,690
711 Added 5.67%
13,244 $339,000
Q1 2020

May 05, 2020

SELL
$25.25 - $53.75 $3,408 - $7,256
-135 Reduced 1.07%
12,533 $360,000
Q4 2019

Feb 05, 2020

BUY
$47.82 - $54.46 $4,686 - $5,337
98 Added 0.78%
12,668 $682,000
Q3 2019

Nov 12, 2019

SELL
$43.38 - $50.71 $7,417 - $8,671
-171 Reduced 1.34%
12,570 $634,000
Q2 2019

Aug 01, 2019

SELL
$44.37 - $49.17 $482,168 - $534,330
-10,867 Reduced 46.03%
12,741 $603,000
Q1 2019

Apr 04, 2019

BUY
$46.57 - $51.73 $5,681 - $6,311
122 Added 0.52%
23,608 $1.14 Million
Q4 2018

Feb 07, 2019

SELL
$43.6 - $54.46 $64,833 - $80,982
-1,487 Reduced 5.95%
23,486 $1.08 Million
Q3 2018

Oct 19, 2018

BUY
$52.56 - $59.19 $25,071 - $28,233
477 Added 1.95%
24,973 $1.31 Million
Q2 2018

Jul 25, 2018

BUY
$50.39 - $56.18 $15,469 - $17,247
307 Added 1.27%
24,496 $1.36 Million
Q1 2018

Apr 26, 2018

SELL
$50.98 - $65.93 $2,447 - $3,164
-48 Reduced 0.2%
24,189 $1.27 Million
Q4 2017

Feb 15, 2018

SELL
$53.19 - $61.61 $7,872 - $9,118
-148 Reduced 0.61%
24,237 $1.47 Million
Q3 2017

Oct 31, 2017

BUY
$49.58 - $55.15 $1.21 Million - $1.34 Million
24,385
24,385 $1.35 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 $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
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