Wealth Effects LLC Wells Fargo & Company Transaction History

Wealth Effects LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$38.67 - $50.51 $77,340 - $101,020	-2,000 Reduced 27.61%	5,243 $258,000
Q3 2023 Oct 16, 2023	BUY	$40.43 - $47.13 $12,533 - $14,610	310 Added 4.47%	7,243 $295,000
Q2 2023 Jul 18, 2023	SELL	$36.72 - $42.68 $6,058 - $7,042	-165 Reduced 2.32%	6,933 $295,000
Q1 2023 May 04, 2023	SELL	$36.23 - $48.5 $2,717 - $3,637	-75 Reduced 1.05%	7,098 $265,000
Q4 2022 Feb 02, 2023	SELL	$40.23 - $47.95 $32,626 - $38,887	-811 Reduced 10.16%	7,173 $296,000
Q3 2022 Nov 14, 2022	BUY	$1.55 - $45.53 $147 - $4,325	95 Added 1.2%	7,984 $321,000
Q2 2022 Aug 03, 2022	BUY	$37.43 - $49.33 $30,505 - $40,203	815 Added 11.52%	7,889 $309,000
Q1 2022 May 16, 2022	BUY	$45.81 - $59.06 $19,469 - $25,100	425 Added 6.39%	7,074 $343,000
Q4 2021 Feb 09, 2022	BUY	$45.31 - $52.0 $301,266 - $345,748	6,649 New	6,649 $319,000

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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