Ibex Wealth Advisors Wells Fargo & Company Transaction History

Ibex Wealth Advisors

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$56.41 - $62.34 $305,178 - $337,259	5,410 New	5,410 $321,000
Q2 2022 Aug 16, 2022	SELL	$37.43 - $49.33 $526,677 - $694,122	-14,071 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $644,592 - $831,033	14,071 New	14,071 $682,000
Q4 2021 Feb 22, 2022	SELL	$45.31 - $52.0 $45 - $52	-1 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$42.32 - $51.15 $42 - $51	1 New	1 $0
Q3 2020 Oct 23, 2020	SELL	$22.83 - $26.35 $516,848 - $596,537	-22,639 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $30,460 - $45,048	1,352 Added 6.35%	22,639 $579,000
Q1 2020 May 05, 2020	BUY	$25.25 - $53.75 $14,114 - $30,046	559 Added 2.7%	21,287 $610,000
Q4 2019 Jan 24, 2020	BUY	$47.82 - $54.46 $991,212 - $1.13 Million	20,728 New	20,728 $1.12 Million
Q3 2019 Nov 12, 2019	SELL	$43.38 - $50.71 $43 - $50	-1 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$44.37 - $49.17 $44 - $49	1 New	1 $0
Q1 2018 Jun 13, 2018	SELL	$50.98 - $65.93 $466,925 - $603,852	-9,159 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$53.19 - $61.61 $5,744 - $6,653	108 Added 1.19%	9,159 $568,000
Q3 2017 Nov 13, 2017	BUY	$49.58 - $55.15 $448,748 - $499,162	9,051	9,051 $499,000

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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