Creative Planning WELLS FARGO CO NEW Transaction History

Creative Planning

389

Previous 318 22.33%

Previous $0 NaN%

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	N/A	71 Added 22.33%	389 $0
Q1 2025 May 15, 2025	SELL	N/A	-91 Reduced 22.25%	318 $0
Q4 2024 Feb 14, 2025	SELL	N/A	-3 Reduced 0.73%	409 $0
Q3 2024 Oct 11, 2024	SELL	N/A	-93 Reduced 18.42%	412 $0
Q2 2024 Aug 15, 2024	BUY	N/A	149 Added 41.85%	505 $0
Q1 2024 May 10, 2024	SELL	N/A	-36 Reduced 9.18%	356 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-58 Reduced 12.89%	392 $0
Q3 2023 Nov 16, 2023	BUY	N/A	52 Added 13.07%	450 $0
Q2 2023 Jul 21, 2023	SELL	N/A	-119 Reduced 23.02%	398 $0
Q1 2023 May 15, 2023	SELL	N/A	-87 Reduced 14.4%	517 $0
Q4 2022 Feb 10, 2023	SELL	N/A	-121 Reduced 16.69%	604 $0
Q3 2022 Nov 03, 2022	SELL	N/A	-77 Reduced 9.6%	725 $873,000
Q2 2022 Aug 15, 2022	SELL	N/A	-131 Reduced 14.04%	802 $975,000
Q1 2022 May 16, 2022	BUY	N/A	625 Added 202.92%	933 $1.24 Million
Q4 2021 Feb 11, 2022	BUY	N/A	308 New	308 $460,000
Q4 2020 Jan 29, 2021	SELL	N/A	-328 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	N/A	3 Added 0.92%	328 $441,000
Q2 2020 Jul 23, 2020	SELL	N/A	-70 Reduced 17.72%	325 $422,000
Q1 2020 May 05, 2020	BUY	N/A	76 Added 23.82%	395 $503,000
Q4 2019 Jan 30, 2020	SELL	N/A	-14 Reduced 4.2%	319 $463,000
Q3 2019 Nov 01, 2019	BUY	N/A	113 Added 51.36%	333 $507,000
Q2 2019 Jul 26, 2019	SELL	N/A	-33 Reduced 13.04%	220 $300,000
Q1 2019 Apr 24, 2019	BUY	N/A	8 Added 3.27%	253 $327,000
Q4 2018 Feb 01, 2019	BUY	N/A	58 Added 31.02%	245 $309,000
Q3 2018 Oct 25, 2018	BUY	N/A	187 New	187 $241,000

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