Ci Private Wealth, LLC WELLS FARGO CO NEW Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Number of Shares
4,280
Previous 2,287 87.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
BUY
N/A
1,993 Added 87.14%
4,280 $0
Q1 2025

May 14, 2025
SELL
N/A
-1,491 Reduced 39.47%
2,287 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-166 Reduced 4.21%
3,778 $0
Q3 2024

Nov 12, 2024
BUY
N/A
1,929 Added 95.73%
3,944 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-13 Reduced 0.64%
2,015 $0
Q1 2024

May 09, 2024
SELL
N/A
-6 Reduced 0.29%
2,028 $0
Q4 2023

Feb 09, 2024
SELL
N/A
-51 Reduced 2.45%
2,034 $0
Q3 2023

Nov 03, 2023
SELL
N/A
-3 Reduced 0.14%
2,085 $0
Q2 2023

Aug 10, 2023
BUY
N/A
28 Added 1.36%
2,088 $0
Q1 2023

May 15, 2023
BUY
N/A
2,060 New
2,060 $0
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