Capital Planning Advisors, LLC Wells Fargo & Company Transaction History

Capital Planning Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$40.23 - $47.95 $222,592 - $265,307	5,533 New	5,533 $228,000
Q2 2019 Aug 09, 2019	SELL	$44.37 - $49.17 $223,181 - $247,325	-5,030 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$46.57 - $51.73 $26,731 - $29,693	574 Added 12.88%	5,030 $243,000
Q3 2018 Nov 14, 2018	BUY	$52.56 - $59.19 $234,207 - $263,750	4,456 New	4,456 $234,000
Q2 2018 Aug 08, 2018	SELL	$50.39 - $56.18 $565,426 - $630,395	-11,221 Closed	0 $0
Q4 2017 Feb 08, 2018	SELL	$53.19 - $61.61 $494,081 - $572,295	-9,289 Reduced 45.29%	11,221 $681,000
Q3 2017 Nov 09, 2017	BUY	$49.58 - $55.15 $1.02 Million - $1.13 Million	20,510	20,510 $1.13 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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