A detailed history of Beta Wealth Group, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 8,422 shares of WFC stock, worth $650,262. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,422
Previous 8,116 3.77%
Holding current value
$650,262
Previous $482,000 1.45%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Nov 01, 2024

BUY
$51.58 - $60.97 $15,783 - $18,656
306 Added 3.77%
8,422 $475,000
Q2 2024

Aug 12, 2024

SELL
$56.41 - $62.34 $676 - $748
-12 Reduced 0.15%
8,116 $482,000
Q1 2024

May 14, 2024

SELL
$46.44 - $57.96 $54,938 - $68,566
-1,183 Reduced 12.71%
8,128 $471,000
Q4 2023

Feb 09, 2024

BUY
$38.67 - $50.51 $4,099 - $5,354
106 Added 1.15%
9,311 $458,000
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $56,804 - $66,217
1,405 Added 18.01%
9,205 $376,000
Q2 2023

Aug 11, 2023

BUY
$36.72 - $42.68 $36,720 - $42,680
1,000 Added 14.71%
7,800 $332,000
Q1 2023

May 09, 2023

BUY
$36.23 - $48.5 $32,606 - $43,650
900 Added 15.25%
6,800 $254,000
Q4 2022

Feb 10, 2023

BUY
$40.23 - $47.95 $237,356 - $282,905
5,900 New
5,900 $243,000

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 $293B
  • 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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