Lyell Wealth Management, LP Wells Fargo & Company Transaction History

Lyell Wealth Management, LP

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$36.23 - $48.5 $62,750 - $84,002	-1,732 Reduced 19.72%	7,053 $263,000
Q4 2022 Jan 24, 2023	SELL	$40.23 - $47.95 $11,706 - $13,953	-291 Reduced 3.21%	8,785 $0
Q3 2022 Oct 24, 2022	BUY	$1.55 - $45.53 $35 - $1,047	23 Added 0.25%	9,076 $365,000
Q2 2022 Jul 28, 2022	SELL	$37.43 - $49.33 $29,944 - $39,464	-800 Reduced 8.12%	9,053 $355,000
Q1 2022 May 04, 2022	BUY	$45.81 - $59.06 $451,365 - $581,918	9,853 New	9,853 $477,000
Q3 2021 Nov 10, 2021	SELL	$42.32 - $51.15 $206,987 - $250,174	-4,891 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$39.48 - $47.9 $193,096 - $234,278	4,891 New	4,891 $221,000
Q1 2020 May 11, 2020	SELL	$25.25 - $53.75 $141,930 - $302,128	-5,621 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$47.82 - $54.46 $430 - $490	9 Added 0.16%	5,621 $302,000
Q2 2019 Aug 01, 2019	SELL	$44.37 - $49.17 $54,353 - $60,233	-1,225 Reduced 17.92%	5,612 $266,000
Q1 2019 May 06, 2019	SELL	$46.57 - $51.73 $37,954 - $42,159	-815 Reduced 10.65%	6,837 $330,000
Q4 2018 Feb 11, 2019	SELL	$43.6 - $54.46 $45,780 - $57,183	-1,050 Reduced 12.07%	7,652 $353,000
Q2 2018 Jul 30, 2018	BUY	$50.39 - $56.18 $77,852 - $86,798	1,545 Added 21.59%	8,702 $482,000
Q1 2018 May 07, 2018	SELL	$50.98 - $65.93 $37,980 - $49,117	-745 Reduced 9.43%	7,157 $375,000
Q4 2017 Jan 30, 2018	SELL	$53.19 - $61.61 $17,286 - $20,023	-325 Reduced 3.95%	7,902 $479,000
Q3 2017 Oct 26, 2017	BUY	$49.58 - $55.15 $407,894 - $453,719	8,227	8,227 $454,000

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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