A detailed history of Vista Investment Management transactions in Wells Fargo & Company stock. As of the latest transaction made, Vista Investment Management holds 29,404 shares of WFC stock, worth $1.74 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
29,404
Previous 30,933 4.94%
Holding current value
$1.74 Million
Previous $1.52 Million 11.96%
% of portfolio
0.72%
Previous 0.72%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$46.44 - $57.96 $71,006 - $88,620
-1,529 Reduced 4.94%
29,404 $1.7 Million
Q4 2023

Feb 14, 2024

SELL
$38.67 - $50.51 $2,629 - $3,434
-68 Reduced 0.22%
30,933 $1.52 Million
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $727 - $848
-18 Reduced 0.06%
31,001 $1.27 Million
Q2 2023

Aug 14, 2023

SELL
$36.72 - $42.68 $43,549 - $50,618
-1,186 Reduced 3.68%
31,019 $1.32 Million
Q1 2023

May 15, 2023

BUY
$36.23 - $48.5 $66,155 - $88,561
1,826 Added 6.01%
32,205 $1.2 Million
Q4 2022

Feb 13, 2023

BUY
$40.23 - $47.95 $43,086 - $51,354
1,071 Added 3.65%
30,379 $1.25 Million
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $3,375 - $99,164
2,178 Added 8.03%
29,308 $1.18 Million
Q2 2022

Aug 12, 2022

BUY
$37.43 - $49.33 $10,817 - $14,256
289 Added 1.08%
27,130 $1.06 Million
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $9,482 - $12,225
207 Added 0.78%
26,841 $1.3 Million
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $35,024 - $40,196
-773 Reduced 2.82%
26,634 $1.28 Million
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $888 - $1,074
-21 Reduced 0.08%
27,407 $1.27 Million
Q2 2021

Aug 16, 2021

SELL
$39.48 - $47.9 $20,569 - $24,955
-521 Reduced 1.86%
27,428 $1.24 Million
Q1 2021

May 12, 2021

SELL
$29.7 - $40.81 $23,344 - $32,076
-786 Reduced 2.74%
27,949 $1.09 Million
Q4 2020

Feb 12, 2021

SELL
$21.14 - $30.35 $35,916 - $51,564
-1,699 Reduced 5.58%
28,735 $867,000
Q3 2020

Nov 16, 2020

BUY
$22.83 - $26.35 $16,780 - $19,367
735 Added 2.47%
30,434 $716,000
Q2 2020

Aug 13, 2020

BUY
$22.53 - $33.32 $26,089 - $38,584
1,158 Added 4.06%
29,699 $760,000
Q1 2020

May 15, 2020

BUY
$25.25 - $53.75 $14,064 - $29,938
557 Added 1.99%
28,541 $819,000
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $1,482 - $1,688
31 Added 0.11%
27,984 $1.51 Million
Q3 2019

Nov 15, 2019

BUY
$43.38 - $50.71 $34,660 - $40,517
799 Added 2.94%
27,953 $1.41 Million
Q2 2019

Aug 14, 2019

SELL
$44.37 - $49.17 $13,710 - $15,193
-309 Reduced 1.13%
27,154 $1.29 Million
Q1 2019

May 16, 2019

SELL
$46.57 - $51.73 $7,311 - $8,121
-157 Reduced 0.57%
27,463 $1.33 Million
Q4 2018

Feb 15, 2019

SELL
$43.6 - $54.46 $784 - $980
-18 Reduced 0.07%
27,620 $1.27 Million
Q3 2018

Nov 14, 2018

BUY
$52.56 - $59.19 $71,534 - $80,557
1,361 Added 5.18%
27,638 $1.45 Million
Q2 2018

Aug 15, 2018

BUY
$50.39 - $56.18 $26,555 - $29,606
527 Added 2.05%
26,277 $1.46 Million
Q1 2018

May 15, 2018

SELL
$50.98 - $65.93 $2,396 - $3,098
-47 Reduced 0.18%
25,750 $1.35 Million
Q4 2017

May 15, 2018

BUY
$53.19 - $61.61 $1.37 Million - $1.59 Million
25,797
25,797 $1.57 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 $224B
  • 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 Vista Investment Management Portfolio

Follow Vista Investment Management 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 Vista Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Vista Investment Management with notifications on news.