Planning Center, Inc. Wells Fargo & Company Transaction History

Planning Center, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$38.67 - $50.51 $5,104 - $6,667	-132 Reduced 2.32%	5,554 $273,000
Q2 2023 Jul 20, 2023	SELL	$36.72 - $42.68 $36,536 - $42,466	-995 Reduced 14.89%	5,686 $242,000
Q1 2023 Apr 17, 2023	SELL	$36.23 - $48.5 $47,098 - $63,050	-1,300 Reduced 16.29%	6,681 $249,000
Q4 2021 Feb 15, 2022	BUY	$45.31 - $52.0 $361,619 - $415,012	7,981 New	7,981 $446,000

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 $270B
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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