A detailed history of Kathmere Capital Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 10,267 shares of WFC stock, worth $671,564. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,267
Previous 8,508 20.67%
Holding current value
$671,564
Previous $505,000 14.65%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$51.58 - $60.97 $90,729 - $107,246
1,759 Added 20.67%
10,267 $579,000
Q2 2024

Jul 17, 2024

BUY
$56.41 - $62.34 $51,671 - $57,103
916 Added 12.07%
8,508 $505,000
Q2 2024

Jul 01, 2024

SELL
$56.41 - $62.34 $18,276 - $20,198
-324 Reduced 4.09%
7,592 $450,000
Q1 2024

Apr 16, 2024

BUY
$46.44 - $57.96 $15,046 - $18,779
324 Added 4.27%
7,916 $458,000
Q4 2023

Apr 16, 2024

BUY
$38.67 - $50.51 $13,302 - $17,375
344 Added 4.75%
7,592 $373,000
Q3 2023

Oct 11, 2023

BUY
$40.43 - $47.13 $47,909 - $55,849
1,185 Added 19.54%
7,248 $296,000
Q2 2023

Jul 11, 2023

BUY
$36.72 - $42.68 $222,633 - $258,768
6,063 New
6,063 $258,000
Q1 2021

May 07, 2021

SELL
$29.7 - $40.81 $13,840 - $19,017
-466 Closed
0 $0
Q3 2020

Nov 20, 2020

SELL
$22.83 - $26.35 $252,933 - $291,931
-11,079 Reduced 95.96%
466 $11,000
Q3 2020

Nov 13, 2020

BUY
$22.83 - $26.35 $263,572 - $304,210
11,545 New
11,545 $277,000

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 $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
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