Cap Wealth Advisors, LLC Wells Fargo & Company Transaction History

Cap Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 12, 2020	SELL	$22.53 - $33.32 $304,155 - $449,820	-13,500 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$46.57 - $51.73 $2,328 - $2,586	-50 Reduced 0.37%	13,500 $652,000
Q2 2018 Aug 15, 2018	BUY	$50.39 - $56.18 $7,558 - $8,427	150 Added 1.12%	13,550 $751,000
Q3 2017 Nov 13, 2017	SELL	$49.58 - $55.15 $12,593 - $14,008	-254 Reduced 1.86%	13,400 $739,000
Q2 2017 Aug 14, 2017	BUY	N/A	13,654	13,654 $757,000

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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