Curated Wealth Partners LLC Wells Fargo & Company Transaction History

Curated Wealth Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	BUY	$36.23 - $48.5 $11,303 - $15,132	312 Added 6.16%	5,378 $201,000
Q4 2022 Jan 30, 2023	BUY	$40.23 - $47.95 $203,805 - $242,914	5,066 New	5,066 $209,000
Q2 2022 Jul 27, 2022	SELL	$37.43 - $49.33 $211,105 - $278,221	-5,640 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$45.31 - $52.0 $9,062 - $10,400	200 Added 3.68%	5,640 $272,000
Q3 2021 Nov 08, 2021	BUY	$42.32 - $51.15 $1,396 - $1,687	33 Added 0.61%	5,440 $252,000
Q2 2021 Aug 11, 2021	BUY	$39.48 - $47.9 $213,468 - $258,995	5,407 New	5,407 $245,000

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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