A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Wells Fargo & Company stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 37,787 shares of WFC stock, worth $2.71 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
37,787
Previous 37,035 2.03%
Holding current value
$2.71 Million
Previous $2.2 Million 3.0%
% of portfolio
0.33%
Previous 0.47%

Shares

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

Nov 14, 2024

BUY
$51.58 - $60.97 $38,788 - $45,849
752 Added 2.03%
37,787 $2.13 Million
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $8,010 - $8,852
-142 Reduced 0.38%
37,035 $2.2 Million
Q1 2024

May 15, 2024

BUY
$46.44 - $57.96 $4,318 - $5,390
93 Added 0.25%
37,177 $2.15 Million
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $20,301 - $26,517
525 Added 1.44%
37,084 $1.83 Million
Q2 2023

Aug 14, 2023

BUY
$36.72 - $42.68 $4,222 - $4,908
115 Added 0.32%
36,559 $1.56 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $2,862 - $3,831
79 Added 0.22%
36,444 $1.36 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $42,080 - $50,155
1,046 Added 2.96%
36,365 $1.5 Million
Q2 2022

Aug 15, 2022

SELL
$37.43 - $49.33 $42,071 - $55,446
-1,124 Reduced 3.08%
35,319 $1.38 Million
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $32,525 - $41,932
-710 Reduced 1.91%
36,443 $1.77 Million
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $4,531 - $5,200
100 Added 0.27%
37,153 $1.78 Million
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $14,812 - $17,902
-350 Reduced 0.94%
37,053 $1.72 Million
Q4 2020

Feb 16, 2021

SELL
$21.14 - $30.35 $4,967 - $7,132
-235 Reduced 0.62%
37,403 $1.13 Million
Q3 2020

Nov 16, 2020

BUY
$22.83 - $26.35 $22,830 - $26,350
1,000 Added 2.73%
37,638 $885,000
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $1,577 - $2,332
70 Added 0.19%
36,638 $938,000
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $17,422 - $37,087
-690 Reduced 1.85%
36,568 $1.05 Million
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $28,692 - $32,676
600 Added 1.64%
37,258 $2 Million
Q3 2019

Nov 14, 2019

BUY
$43.38 - $50.71 $7,374 - $8,620
170 Added 0.47%
36,658 $1.85 Million
Q2 2019

Aug 14, 2019

BUY
$44.37 - $49.17 $6,832 - $7,572
154 Added 0.42%
36,488 $1.73 Million
Q1 2019

May 15, 2019

BUY
$46.57 - $51.73 $105,481 - $117,168
2,265 Added 6.65%
36,334 $1.76 Million
Q4 2018

Feb 14, 2019

BUY
$43.6 - $54.46 $12,208 - $15,248
280 Added 0.83%
34,069 $1.57 Million
Q3 2018

Nov 14, 2018

SELL
$52.56 - $59.19 $31,010 - $34,922
-590 Reduced 1.72%
33,789 $1.78 Million
Q2 2018

Aug 14, 2018

SELL
$50.39 - $56.18 $5,542 - $6,179
-110 Reduced 0.32%
34,379 $1.91 Million
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $15,293 - $19,779
300 Added 0.88%
34,489 $1.81 Million
Q3 2017

Nov 09, 2017

BUY
$49.58 - $55.15 $1.7 Million - $1.89 Million
34,189
34,189 $1.89 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 $272B
  • 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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