Bordeaux Wealth Advisors LLC Wells Fargo & Company Transaction History

Bordeaux Wealth Advisors LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$56.41 - $62.34 $367,623 - $406,269	6,517 New	6,517 $387,000
Q2 2023 Aug 09, 2023	SELL	$36.72 - $42.68 $25,850 - $30,046	-704 Reduced 7.54%	8,629 $368,000
Q1 2023 May 04, 2023	BUY	$36.23 - $48.5 $18,730 - $25,074	517 Added 5.86%	9,333 $348,000
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $1,488 - $1,774	37 Added 0.42%	8,816 $364,000
Q3 2022 Nov 04, 2022	SELL	$1.55 - $45.53 $2,032 - $59,689	-1,311 Reduced 12.99%	8,779 $353,000
Q2 2022 Jul 28, 2022	SELL	$37.43 - $49.33 $5,090 - $6,708	-136 Reduced 1.33%	10,090 $395,000
Q1 2022 May 03, 2022	BUY	$45.81 - $59.06 $104,126 - $134,243	2,273 Added 28.58%	10,226 $496,000
Q4 2021 Jan 27, 2022	BUY	$45.31 - $52.0 $116,356 - $133,536	2,568 Added 47.69%	7,953 $382,000
Q3 2021 Nov 08, 2021	BUY	$42.32 - $51.15 $32,163 - $38,874	760 Added 16.43%	5,385 $250,000
Q2 2021 Jul 30, 2021	BUY	$39.48 - $47.9 $182,595 - $221,537	4,625 New	4,625 $209,000

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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