Capstone Financial Advisors, Inc. Wells Fargo & Company Transaction History

Capstone Financial Advisors, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$38.67 - $50.51 $180,086 - $235,225	4,657 New	4,657 $229,000
Q3 2021 Nov 15, 2021	SELL	$42.32 - $51.15 $216,890 - $262,143	-5,125 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$39.48 - $47.9 $202,334 - $245,487	5,125 New	5,125 $232,000
Q4 2020 Feb 16, 2021	SELL	$21.14 - $30.35 $246,809 - $354,336	-11,675 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$22.83 - $26.35 $7,305 - $8,432	-320 Reduced 2.67%	11,675 $274,000
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $67,837 - $100,326	3,011 Added 33.52%	11,995 $307,000
Q1 2020 May 14, 2020	BUY	$25.25 - $53.75 $125,593 - $267,352	4,974 Added 124.04%	8,984 $258,000
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $191,758 - $218,384	4,010 New	4,010 $216,000
Q1 2018 May 15, 2018	SELL	$50.98 - $65.93 $292,676 - $378,504	-5,741 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$53.19 - $61.61 $305,363 - $353,703	5,741	5,741 $348,000

2,502

2.27B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $288B
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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