Cape Investment Advisory, Inc.'s ownership history for WFC

Cape Investment Advisory, Inc. currently holds 9.1K shares with a market value of $728.0K. It started holding WFC on 2024-09-30. At its peak, it held 9.1K shares on 2026-03-31. Its highest holding value was $834.8K on 2025-12-31. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $395.6K on 2024-09-30. In the recent 180 days, Cape Investment Advisory, Inc. has increased its shares by 974. In the recent year, Cape Investment Advisory, Inc. has increased its shares by 1.5K.