A detailed history of Vista Wealth Management Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 37,008 shares of WFC stock, worth $2.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
37,008
Previous 36,764 0.66%
Holding current value
$2.6 Million
Previous $2.18 Million 4.31%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Nov 06, 2024

BUY
$51.58 - $60.97 $12,585 - $14,876
244 Added 0.66%
37,008 $2.09 Million
Q2 2024

Jul 30, 2024

BUY
$56.41 - $62.34 $8,348 - $9,226
148 Added 0.4%
36,764 $2.18 Million
Q1 2024

Apr 29, 2024

BUY
$46.44 - $57.96 $639,153 - $797,703
13,763 Added 60.22%
36,616 $2.12 Million
Q4 2023

Feb 12, 2024

SELL
$38.67 - $50.51 $552,864 - $722,141
-14,297 Reduced 38.48%
22,853 $1.12 Million
Q3 2023

Nov 14, 2023

SELL
$40.43 - $47.13 $488,960 - $569,990
-12,094 Reduced 24.56%
37,150 $1.52 Million
Q2 2023

Aug 02, 2023

BUY
$36.72 - $42.68 $1.09 Million - $1.27 Million
29,663 Added 151.49%
49,244 $2.1 Million
Q1 2023

May 04, 2023

SELL
$36.23 - $48.5 $4,456 - $5,965
-123 Reduced 0.62%
19,581 $731,000
Q4 2022

Feb 07, 2023

BUY
$40.23 - $47.95 $160,759 - $191,608
3,996 Added 25.44%
19,704 $813,000
Q3 2022

Oct 25, 2022

SELL
$1.55 - $45.53 $83 - $2,458
-54 Reduced 0.34%
15,708 $710,000
Q2 2022

Jul 14, 2022

SELL
$37.43 - $49.33 $100,611 - $132,599
-2,688 Reduced 14.57%
15,762 $616,000
Q1 2022

May 04, 2022

BUY
$45.81 - $59.06 $86,122 - $111,032
1,880 Added 11.35%
18,450 $894,000
Q3 2021

Nov 02, 2021

BUY
$42.32 - $51.15 $7,617 - $9,207
180 Added 1.1%
16,570 $769,000
Q2 2021

Jul 27, 2021

SELL
$39.48 - $47.9 $74,143 - $89,956
-1,878 Reduced 10.28%
16,390 $742,000
Q1 2021

Apr 26, 2021

BUY
$29.7 - $40.81 $542,559 - $745,517
18,268 New
18,268 $714,000
Q1 2020

May 01, 2020

SELL
$25.25 - $53.75 $1.13 Million - $2.4 Million
-44,729 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
$47.82 - $54.46 $2.14 Million - $2.44 Million
44,729 New
44,729 $2.41 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 $267B
  • 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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