Kcs Wealth Advisory Wells Fargo & Company Transaction History

Kcs Wealth Advisory

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 28, 2021	SELL	$21.14 - $30.35 $213,936 - $307,142	-10,120 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	$22.83 - $26.35 $18,857 - $21,765	-826 Reduced 7.55%	10,120 $238,000
Q2 2020 Jul 16, 2020	SELL	$22.53 - $33.32 $58,127 - $85,965	-2,580 Reduced 19.07%	10,946 $280,000
Q1 2020 Apr 28, 2020	SELL	$25.25 - $53.75 $178,467 - $379,905	-7,068 Reduced 34.32%	13,526 $388,000
Q4 2019 Jan 15, 2020	SELL	$47.82 - $54.46 $10,090 - $11,491	-211 Reduced 1.01%	20,594 $1.11 Million
Q3 2019 Oct 29, 2019	BUY	$43.38 - $50.71 $120,205 - $140,517	2,771 Added 15.37%	20,805 $1.05 Million
Q2 2019 Jul 29, 2019	BUY	$44.37 - $49.17 $97,525 - $108,075	2,198 Added 13.88%	18,034 $853,000
Q1 2019 Apr 29, 2019	BUY	$46.57 - $51.73 $71,531 - $79,457	1,536 Added 10.74%	15,836 $765,000
Q4 2018 Jan 17, 2019	SELL	$43.6 - $54.46 $12,774 - $15,956	-293 Reduced 2.01%	14,300 $659,000
Q3 2018 Nov 06, 2018	BUY	$52.56 - $59.19 $55,923 - $62,978	1,064 Added 7.86%	14,593 $767,000
Q2 2018 Aug 07, 2018	BUY	$50.39 - $56.18 $51,196 - $57,078	1,016 Added 8.12%	13,529 $750,000
Q1 2018 May 04, 2018	BUY	$50.98 - $65.93 $173,332 - $224,162	3,400 Added 37.31%	12,513 $656,000
Q4 2017 Jan 12, 2018	BUY	$53.19 - $61.61 $484,720 - $561,451	9,113	9,113 $553,000

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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