Charles Schwab Trust CO Wells Fargo & Company Transaction History

Charles Schwab Trust CO

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$46.44 - $57.96 $297,216 - $370,944	6,400 New	6,400 $370,000
Q2 2021 Aug 04, 2021	SELL	$39.48 - $47.9 $324,328 - $393,498	-8,215 Closed	0 $0
Q1 2021 Apr 14, 2021	SELL	$29.7 - $40.81 $5,138 - $7,060	-173 Reduced 2.06%	8,215 $326,000
Q4 2020 Jan 14, 2021	BUY	$21.14 - $30.35 $177,322 - $254,575	8,388 New	8,388 $253,000
Q3 2020 Oct 30, 2020	SELL	$22.83 - $26.35 $284,758 - $328,663	-12,473 Closed	0 $0
Q2 2020 Jul 28, 2020	SELL	$22.53 - $33.32 $3,785 - $5,597	-168 Reduced 1.33%	12,473 $319,000
Q1 2020 Apr 09, 2020	SELL	$25.25 - $53.75 $216,544 - $460,960	-8,576 Reduced 40.42%	12,641 $363,000
Q4 2019 Jan 29, 2020	BUY	$47.82 - $54.46 $43,038 - $49,014	900 Added 4.43%	21,217 $1.14 Million
Q3 2019 Nov 15, 2019	BUY	$43.38 - $50.71 $881,351 - $1.03 Million	20,317 New	20,317 $997,000

2,503

2.27B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $272B
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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