Cliftonlarsonallen Wealth Advisors, LLC Wells Fargo & Company Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	BUY	$36.23 - $48.5 $718,223 - $961,464	19,824 New	19,824 $741,000
Q2 2022 Jul 08, 2022	SELL	$37.43 - $49.33 $551,531 - $726,877	-14,735 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$45.81 - $59.06 $675,010 - $870,249	14,735 New	14,735 $714,000
Q4 2021 Jan 26, 2022	SELL	$45.31 - $52.0 $328,995 - $377,572	-7,261 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$42.32 - $51.15 $307,285 - $371,400	7,261 New	7,261 $337,000
Q3 2021 Oct 14, 2021	SELL	$42.32 - $51.15 $357,815 - $432,473	-8,455 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$39.48 - $47.9 $333,803 - $404,994	8,455 New	8,455 $383,000
Q1 2021 May 24, 2021	SELL	$29.7 - $40.81 $309,414 - $425,158	-10,418 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$21.14 - $30.35 $220,236 - $316,186	10,418 New	10,418 $314,000
Q3 2020 Oct 13, 2020	SELL	$22.83 - $26.35 $396,534 - $457,673	-17,369 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$22.53 - $33.32 $82,302 - $121,717	3,653 Added 26.63%	17,369 $445,000
Q4 2019 Jan 29, 2020	SELL	$47.82 - $54.46 $63,935 - $72,813	-1,337 Reduced 8.88%	13,716 $738,000
Q3 2019 Oct 07, 2019	BUY	$43.38 - $50.71 $652,999 - $763,337	15,053 New	15,053 $759,000

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 $267B
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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