Buckley Wealth Management, LLC Wells Fargo & Company Transaction History

Buckley Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$40.23 - $47.95 $3,178 - $3,788	-79 Reduced 1.51%	5,169 $213,000
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $241 - $7,102	-156 Reduced 2.89%	5,248 $211,000
Q2 2022 Aug 04, 2022	SELL	$37.43 - $49.33 $748 - $986	-20 Reduced 0.37%	5,404 $212,000
Q1 2022 May 06, 2022	BUY	$45.81 - $59.06 $27,302 - $35,199	596 Added 12.34%	5,424 $263,000
Q4 2021 Feb 02, 2022	BUY	$45.31 - $52.0 $218,756 - $251,056	4,828 New	4,828 $232,000
Q2 2020 Jul 15, 2020	SELL	$22.53 - $33.32 $164,604 - $243,435	-7,306 Closed	0 $0
Q1 2020 Apr 10, 2020	BUY	$25.25 - $53.75 $4,393 - $9,352	174 Added 2.44%	7,306 $210,000
Q3 2019 Oct 11, 2019	SELL	$43.38 - $50.71 $370,074 - $432,607	-8,531 Reduced 54.47%	7,132 $360,000
Q2 2019 Jul 19, 2019	SELL	$44.37 - $49.17 $78,002 - $86,440	-1,758 Reduced 10.09%	15,663 $741,000
Q1 2019 Apr 11, 2019	SELL	$46.57 - $51.73 $38,979 - $43,298	-837 Reduced 4.58%	17,421 $842,000
Q4 2018 Feb 01, 2019	SELL	$43.6 - $54.46 $304,851 - $380,784	-6,992 Reduced 27.69%	18,258 $841,000
Q3 2018 Oct 25, 2018	BUY	$52.56 - $59.19 $5,203 - $5,859	99 Added 0.39%	25,250 $1.33 Million
Q2 2018 Jul 31, 2018	BUY	$50.39 - $56.18 $119,525 - $133,258	2,372 Added 10.41%	25,151 $1.39 Million
Q1 2018 May 08, 2018	BUY	$50.98 - $65.93 $7,748 - $10,021	152 Added 0.67%	22,779 $1.19 Million
Q4 2017 Feb 07, 2018	BUY	$53.19 - $61.61 $1.2 Million - $1.39 Million	22,627	22,627 $1.37 Million

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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