Capital Wealth Planning, LLC Wells Fargo & Company Transaction History

Capital Wealth Planning, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 04, 2022	SELL	$45.31 - $52.0 $362,480 - $416,000	-8,000 Closed	0 $0
Q3 2021 Nov 03, 2021	SELL	$42.32 - $51.15 $149,770 - $181,019	-3,539 Reduced 30.67%	8,000 $371,000
Q2 2021 Aug 03, 2021	BUY	$39.48 - $47.9 $4,303 - $5,221	109 Added 0.95%	11,539 $522,000
Q4 2020 Jan 25, 2021	BUY	$21.14 - $30.35 $9,090 - $13,050	430 Added 3.91%	11,430 $365,000
Q3 2020 Nov 10, 2020	SELL	$22.83 - $26.35 $53,285 - $61,500	-2,334 Reduced 17.5%	11,000 $259,000
Q2 2020 Aug 14, 2020	SELL	$22.53 - $33.32 $260,717 - $385,579	-11,572 Reduced 46.46%	13,334 $341,000
Q1 2020 Apr 30, 2020	BUY	$25.25 - $53.75 $15,023 - $31,981	595 Added 2.45%	24,906 $715,000
Q4 2019 Feb 26, 2020	SELL	$47.82 - $54.46 $44,902 - $51,137	-939 Reduced 3.72%	24,311 $1.31 Million
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $149,834 - $175,152	3,454 Added 15.85%	25,250 $1.29 Million
Q2 2019 Aug 02, 2019	BUY	$44.37 - $49.17 $612,128 - $678,349	13,796 Added 172.45%	21,796 $1.03 Million
Q1 2018 May 15, 2018	BUY	$50.98 - $65.93 $407,840 - $527,440	8,000 New	8,000 $0
Q4 2017 Feb 14, 2018	SELL	$53.19 - $61.61 $712,480 - $825,265	-13,395 Closed	0 $0
Q3 2017 Nov 15, 2017	SELL	$49.58 - $55.15 $355,934 - $395,921	-7,179 Reduced 34.89%	13,395 $0
Q2 2017 Aug 10, 2017	BUY	N/A	20,574	20,574 $1.14 Million

2,486

2.39B

44.2M

43.9M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $212B
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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