Big Sur Wealth Management LLC Wells Fargo & Company Transaction History

Big Sur Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 01, 2021	SELL	$42.32 - $51.15 $296,240 - $358,050	-7,000 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$39.48 - $47.9 $78,960 - $95,800	-2,000 Reduced 22.22%	7,000 $317,000
Q1 2021 May 06, 2021	BUY	$29.7 - $40.81 $59,400 - $81,620	2,000 Added 28.57%	9,000 $352,000
Q4 2020 Jan 22, 2021	BUY	$21.14 - $30.35 $147,980 - $212,450	7,000 New	7,000 $211,000
Q2 2020 Jul 31, 2020	SELL	$22.53 - $33.32 $167,848 - $248,234	-7,450 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$25.25 - $53.75 $15,150 - $32,250	-600 Reduced 7.45%	7,450 $214,000
Q4 2018 Feb 01, 2019	BUY	$43.6 - $54.46 $45,780 - $57,183	1,050 Added 15.0%	8,050 $371,000
Q3 2018 Oct 23, 2018	SELL	$52.56 - $59.19 $152,424 - $171,651	-2,900 Reduced 29.29%	7,000 $368,000
Q1 2018 May 03, 2018	BUY	$50.98 - $65.93 $20,392 - $26,372	400 Added 4.21%	9,900 $519,000
Q3 2017 Nov 02, 2017	SELL	$49.58 - $55.15 $173,530 - $193,025	-3,500 Reduced 26.92%	9,500 $524,000
Q2 2017 Aug 14, 2017	BUY	N/A	13,000	13,000 $688,000

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 $272B
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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