Geo Wealth Management, LLC Wells Fargo & Company Transaction History

Geo Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$46.44 - $57.96 $855,842 - $1.07 Million	-18,429 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$46.44 - $57.96 $368,083 - $459,390	7,926 Added 75.46%	18,429 $1.07 Million
Q4 2023 Feb 13, 2024	BUY	$38.67 - $50.51 $324,286 - $423,576	8,386 Added 396.13%	10,503 $516,000
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $44,796 - $52,220	1,108 Added 109.81%	2,117 $86,000
Q2 2023 Aug 10, 2023	BUY	$36.72 - $42.68 $21,811 - $25,351	594 Added 143.13%	1,009 $43,000

Q1 2023 May 12, 2023	SELL	$36.23 - $48.5 $75,648 - $101,268	-2,088 Reduced 83.42%	415 $17,000
Q4 2022 Feb 13, 2023	BUY	$40.23 - $47.95 $2,574 - $3,068	64 Added 2.62%	2,503 $104,000
Q3 2022 Nov 14, 2022	BUY	$1.55 - $45.53 $3,780 - $111,047	2,439 New	2,439 $98,000
Q2 2022 Aug 12, 2022	SELL	$37.43 - $49.33 $786 - $1,035	-21 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$45.81 - $59.06 $27,486 - $35,436	-600 Reduced 96.62%	21 $1,000
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $181 - $208	-4 Reduced 0.64%	621 $30,000
Q3 2021 Nov 12, 2021	BUY	$42.32 - $51.15 $1,058 - $1,278	25 Added 4.17%	625 $29,000
Q2 2021 Aug 17, 2021	BUY	$39.48 - $47.9 $23,687 - $28,740	600 New	600 $27,000

2,394

2.44B

50.7M

52.8M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $226B
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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