Bourgeon Capital Management LLC Wells Fargo & Company Transaction History

Bourgeon Capital Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	BUY	$40.23 - $47.95 $12,068 - $14,385	300 Added 3750.0%	308 $0
Q4 2021 Jan 31, 2022	SELL	$45.31 - $52.0 $231,081 - $265,200	-5,100 Reduced 99.84%	8 $0
Q3 2021 Nov 09, 2021	BUY	$42.32 - $51.15 $216,170 - $261,274	5,108 New	5,108 $237,000
Q1 2021 May 13, 2021	SELL	$29.7 - $40.81 $22,275 - $30,607	-750 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$21.14 - $30.35 $4,777 - $6,859	226 Added 43.13%	750 $23,000
Q3 2020 Oct 28, 2020	BUY	$22.83 - $26.35 $10,319 - $11,910	452 Added 627.78%	524 $12,000
Q1 2020 May 07, 2020	BUY	$25.25 - $53.75 $1,818 - $3,870	72 New	72 $2,000
Q4 2019 Feb 04, 2020	SELL	$47.82 - $54.46 $44,137 - $50,266	-923 Closed	0 $0
Q3 2019 Nov 04, 2019	BUY	$43.38 - $50.71 $40,039 - $46,805	923 New	923 $47,000
Q4 2017 Feb 05, 2018	SELL	$53.19 - $61.61 $451,795 - $523,315	-8,494 Closed	0 $0
Q3 2017 Oct 27, 2017	BUY	$49.58 - $55.15 $421,132 - $468,444	8,494	8,494 $468,000

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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