A detailed history of Capital Group Private Client Services, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 722,862 shares of WFC stock, worth $53.1 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
722,862
Previous 1,015,752 28.83%
Holding current value
$53.1 Million
Previous $60.3 Million 32.35%
% of portfolio
0.41%
Previous 0.63%

Shares

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

Nov 13, 2024

SELL
$51.58 - $60.97 $15.1 Million - $17.9 Million
-292,890 Reduced 28.83%
722,862 $40.8 Million
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $2.04 Million - $2.25 Million
-36,158 Reduced 3.44%
1,015,752 $60.3 Million
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $4.13 Million - $5.15 Million
88,911 Added 9.23%
1,051,910 $61 Million
Q4 2023

Feb 13, 2024

SELL
$38.67 - $50.51 $12 Million - $15.7 Million
-310,304 Reduced 24.37%
962,999 $47.4 Million
Q3 2023

Nov 13, 2023

BUY
$40.43 - $47.13 $8.67 Million - $10.1 Million
214,374 Added 20.24%
1,273,303 $52 Million
Q2 2023

Aug 11, 2023

BUY
$36.72 - $42.68 $3.98 Million - $4.62 Million
108,348 Added 11.4%
1,058,929 $45.2 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $7.84 Million - $10.5 Million
216,468 Added 29.49%
950,581 $35.5 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $614,633 - $732,580
15,278 Added 2.13%
734,113 $30.3 Million
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $1.11 Million - $32.7 Million
718,835 New
718,835 $28.9 Million

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
Track This Portfolio

Track Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.