Eads & Heald Wealth Management Wells Fargo & Company Transaction History

Eads & Heald Wealth Management

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 01, 2020	SELL	$25.25 - $53.75 $471,013 - $1 Million	-18,654 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$47.82 - $54.46 $55,279 - $62,955	-1,156 Reduced 5.84%	18,654 $1 Million
Q3 2019 Oct 31, 2019	SELL	$43.38 - $50.71 $13,968 - $16,328	-322 Reduced 1.6%	19,810 $999,000
Q2 2019 Jul 30, 2019	SELL	$44.37 - $49.17 $3,771 - $4,179	-85 Reduced 0.42%	20,132 $0
Q1 2019 Apr 26, 2019	BUY	$46.57 - $51.73 $48,758 - $54,161	1,047 Added 5.46%	20,217 $0
Q4 2018 Jan 31, 2019	SELL	$43.6 - $54.46 $88,290 - $110,281	-2,025 Reduced 9.55%	19,170 $883,000
Q3 2018 Oct 31, 2018	SELL	$52.56 - $59.19 $9,986 - $11,246	-190 Reduced 0.89%	21,195 $0
Q2 2018 Jul 27, 2018	BUY	$50.39 - $56.18 $18,291 - $20,393	363 Added 1.73%	21,385 $0
Q1 2018 Apr 26, 2018	SELL	$50.98 - $65.93 $71,881 - $92,961	-1,410 Reduced 6.29%	21,022 $0
Q4 2017 Jan 31, 2018	SELL	$53.19 - $61.61 $3,297 - $3,819	-62 Reduced 0.28%	22,432 $0
Q3 2017 Oct 27, 2017	BUY	$49.58 - $55.15 $1.12 Million - $1.24 Million	22,494	22,494 $0

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 $292B
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 Eads & Heald Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Eads & Heald Wealth Management with notifications on news.