A detailed history of Beacon Capital Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Beacon Capital Management, LLC holds 1,476 shares of WFC stock, worth $108,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,476
Previous 1,317 12.07%
Holding current value
$108,604
Previous $78,000 6.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024

BUY
$51.58 - $60.97 $8,201 - $9,694
159 Added 12.07%
1,476 $83,000
Q2 2024

Jul 24, 2024

BUY
$56.41 - $62.34 $56 - $62
1 Added 0.08%
1,317 $78,000
Q1 2024

May 16, 2024

BUY
$46.44 - $57.96 $9,427 - $11,765
203 Added 18.24%
1,316 $76,000
Q4 2023

Jan 09, 2024

SELL
$38.67 - $50.51 $17,942 - $23,436
-464 Reduced 29.42%
1,113 $54,000
Q2 2023

Jul 12, 2023

BUY
$36.72 - $42.68 $3,965 - $4,609
108 Added 7.35%
1,577 $67,000
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $108 - $145
3 Added 0.2%
1,469 $54,000
Q4 2022

Jan 27, 2023

BUY
$40.23 - $47.95 $241 - $287
6 Added 0.41%
1,466 $0
Q3 2022

Oct 05, 2022

SELL
$1.55 - $45.53 $175 - $5,144
-113 Reduced 7.18%
1,460 $58,000
Q1 2022

May 16, 2022

BUY
$45.81 - $59.06 $72,059 - $92,901
1,573 New
1,573 $77,000

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 $279B
  • 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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