Disciplined Investments, LLC Wells Fargo & Company Transaction History

Disciplined Investments, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$36.72 - $42.68 $2,313 - $2,688	-63 Reduced 26.03%	179 $7,000
Q1 2023 May 10, 2023	BUY	$36.23 - $48.5 $2,717 - $3,637	75 Added 44.91%	242 $9,000
Q4 2022 Feb 01, 2023	SELL	$40.23 - $47.95 $724 - $863	-18 Reduced 9.73%	167 $6,000
Q3 2022 Nov 03, 2022	BUY	$1.55 - $45.53 $74 - $2,185	48 Added 35.04%	185 $7,000
Q2 2022 Aug 09, 2022	SELL	$37.43 - $49.33 $2,283 - $3,009	-61 Reduced 30.81%	137 $5,000
Q1 2022 Apr 22, 2022	BUY	$45.81 - $59.06 $7,925 - $10,217	173 Added 692.0%	198 $10,000
Q1 2021 May 12, 2021	SELL	$29.7 - $40.81 $5,910 - $8,121	-199 Reduced 88.84%	25 $1,000
Q3 2020 Nov 05, 2020	SELL	$22.83 - $26.35 $570 - $658	-25 Reduced 10.04%	224 $5,000
Q1 2020 May 19, 2020	BUY	$25.25 - $53.75 $5,176 - $11,018	205 Added 465.91%	249 $7,000
Q4 2019 May 19, 2020	BUY	$47.82 - $54.46 $2,104 - $2,396	44 New	44 $2,000

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...

Get notified when there are updates to the investment portfolio of Disciplined Investments, LLC, based on Form 13F filings with the SEC.

Stay updated on Disciplined Investments, LLC with notifications on news.