Headinvest, LLC Wells Fargo & Company Transaction History

Headinvest, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 11, 2023	BUY	$40.43 - $47.13 $120,683 - $140,683	2,985 New	2,985 $121,000
Q2 2020 Aug 12, 2020	SELL	$22.53 - $33.32 $163,319 - $241,536	-7,249 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$25.25 - $53.75 $56,711 - $120,722	2,246 Added 44.89%	7,249 $208,000
Q1 2020 May 11, 2020	SELL	$25.25 - $53.75 $68,074 - $144,910	-2,696 Reduced 35.02%	5,003 $143,000
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $46,385 - $52,826	970 Added 14.42%	7,699 $414,000
Q3 2019 Nov 21, 2019	BUY	$43.38 - $50.71 $70,535 - $82,454	1,626 Added 31.86%	6,729 $339,000
Q2 2019 Aug 22, 2019	BUY	$44.37 - $49.17 $4,437 - $4,917	100 Added 2.0%	5,103 $241,000
Q1 2019 May 15, 2019	SELL	$46.57 - $51.73 $232,989 - $258,805	-5,003 Reduced 50.0%	5,003 $242,000
Q4 2018 Feb 22, 2019	BUY	$43.6 - $54.46 $188,264 - $235,158	4,318 Added 75.91%	10,006 $461,000
Q1 2018 Apr 09, 2018	SELL	$50.98 - $65.93 $15,293 - $19,779	-300 Reduced 5.01%	5,688 $298,000
Q4 2017 Jan 30, 2018	SELL	$53.19 - $61.61 $52,658 - $60,993	-990 Reduced 14.19%	5,988 $363,000
Q3 2017 Nov 13, 2017	BUY	$49.58 - $55.15 $345,969 - $384,836	6,978	6,978 $392,000

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 $281B
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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