Caldwell Trust Co's ownership history for WFC

Caldwell Trust Co currently holds 21.3K shares with a market value of $1.8M. It started holding WFC on 2019-12-31. At its peak, it held 31.7K shares on 2019-12-31. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 5.1K shares on 2020-12-31, with a value of $153.1K on 2020-12-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 1.9K. In the recent year, Caldwell Trust Co has increased its shares by 3.3K.