A detailed history of Baron Wealth Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Baron Wealth Management LLC holds 4,940 shares of WFC stock, worth $281,382. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,940
Previous 5,507 10.3%
Holding current value
$281,382
Previous $319 Million 8.1%
% of portfolio
0.15%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $31,984 - $35,346
-567 Reduced 10.3%
4,940 $293 Million
Q1 2024

May 08, 2024

SELL
$46.44 - $57.96 $50,666 - $63,234
-1,091 Reduced 16.54%
5,507 $319 Million
Q4 2023

Jan 04, 2024

BUY
$38.67 - $50.51 $19,760 - $25,810
511 Added 8.39%
6,598 $325 Million
Q3 2023

Nov 01, 2023

SELL
$40.43 - $47.13 $1,253 - $1,461
-31 Reduced 0.51%
6,087 $249 Million
Q2 2023

Aug 08, 2023

BUY
$36.72 - $42.68 $20,967 - $24,370
571 Added 10.29%
6,118 $261 Million
Q1 2023

May 10, 2023

SELL
$36.23 - $48.5 $8,260 - $11,058
-228 Reduced 3.95%
5,547 $207,000
Q4 2022

Jun 06, 2023

BUY
$40.23 - $47.95 $9,172 - $10,932
228 Added 4.11%
5,775 $238 Million
Q4 2022

Apr 04, 2023

BUY
$40.23 - $47.95 $232,328 - $276,911
5,775 New
5,775 $238,000

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 $216B
  • 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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