Amplius Wealth Advisors, LLC Wells Fargo & Company Transaction History

Amplius Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$46.44 - $57.96 $13,746 - $17,156	-296 Reduced 6.2%	4,476 $259,000
Q4 2023 Jan 10, 2024	SELL	$38.67 - $50.51 $4,795 - $6,263	-124 Reduced 2.53%	4,772 $234,000
Q3 2023 Oct 17, 2023	SELL	$40.43 - $47.13 $566 - $659	-14 Reduced 0.29%	4,896 $200,000
Q2 2023 Jul 26, 2023	BUY	$36.72 - $42.68 $180,295 - $209,558	4,910 New	4,910 $209,000
Q1 2022 May 09, 2022	SELL	$45.81 - $59.06 $136,422 - $175,880	-2,978 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$45.31 - $52.0 $134,933 - $154,856	2,978 New	2,978 $142,000

2,502

2.26B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $270B
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...

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