Connectus Wealth, LLC Wells Fargo & Company Transaction History

Connectus Wealth, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$38.67 - $50.51 $26,256 - $34,296	679 Added 5.88%	12,226 $601,000
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $2,061 - $2,403	51 Added 0.44%	11,547 $471,000
Q2 2023 Aug 14, 2023	BUY	$36.72 - $42.68 $4,810 - $5,591	131 Added 1.15%	11,496 $490,000
Q1 2023 May 11, 2023	SELL	$36.23 - $48.5 $2.09 Million - $2.8 Million	-57,657 Reduced 83.53%	11,365 $424,000
Q4 2022 Feb 07, 2023	BUY	$40.23 - $47.95 $43,046 - $51,306	1,070 Added 1.57%	69,022 $2.85 Million
Q3 2022 Nov 10, 2022	SELL	$1.55 - $45.53 $296 - $8,696	-191 Reduced 0.28%	67,952 $2.74 Million
Q2 2022 Aug 08, 2022	SELL	$37.43 - $49.33 $272,864 - $359,615	-7,290 Reduced 9.66%	68,143 $2.67 Million
Q1 2022 May 06, 2022	SELL	$45.81 - $59.06 $244,533 - $315,262	-5,338 Reduced 6.61%	75,433 $3.62 Million
Q4 2021 Feb 09, 2022	BUY	$45.31 - $52.0 $3.66 Million - $4.2 Million	80,771 New	80,771 $3.88 Million

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...

Get notified when there are updates to the investment portfolio of Connectus Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Connectus Wealth, LLC with notifications on news.