Confluence Investment Management LLC Wells Fargo & Company Transaction History

Confluence Investment Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 15, 2019	BUY	$43.38 - $50.71 $173,520 - $202,840	4,000 New	4,000 $202,000
Q4 2018 Jan 04, 2019	SELL	$43.6 - $54.46 $175,402 - $219,092	-4,023 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	$52.56 - $59.19 $1,208 - $1,361	23 Added 0.58%	4,023 $211,000
Q1 2018 Apr 04, 2018	SELL	$50.98 - $65.93 $14,019 - $18,130	-275 Reduced 6.43%	4,000 $210,000
Q4 2017 Jan 08, 2018	SELL	$53.19 - $61.61 $118,188 - $136,897	-2,222 Reduced 34.2%	4,275 $259,000
Q3 2017 Oct 13, 2017	BUY	$49.58 - $55.15 $322,121 - $358,309	6,497	6,497 $358,000

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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