Holistic Financial Partners Wells Fargo & Company Transaction History

Holistic Financial Partners

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$46.44 - $57.96 $183,298 - $228,768	3,947 New	3,947 $228,000
Q1 2020 May 05, 2020	SELL	$25.25 - $53.75 $175,916 - $374,476	-6,967 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$47.82 - $54.46 $69,530 - $79,184	1,454 Added 26.37%	6,967 $375,000
Q3 2019 Nov 07, 2019	SELL	$43.38 - $50.71 $54,875 - $64,148	-1,265 Reduced 18.66%	5,513 $278,000
Q2 2019 Aug 07, 2019	SELL	$44.37 - $49.17 $266 - $295	-6 Reduced 0.09%	6,778 $321,000
Q1 2019 May 07, 2019	BUY	$46.57 - $51.73 $35,439 - $39,366	761 Added 12.63%	6,784 $328,000
Q4 2018 Feb 11, 2019	BUY	$43.6 - $54.46 $174 - $217	4 Added 0.07%	6,023 $278,000
Q3 2018 Nov 05, 2018	BUY	$52.56 - $59.19 $316,358 - $356,264	6,019 New	6,019 $316,000
Q2 2018 Aug 14, 2018	SELL	$50.39 - $56.18 $280,521 - $312,754	-5,567 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$50.98 - $65.93 $1,121 - $1,450	-22 Reduced 0.39%	5,567 $292,000
Q4 2017 Feb 09, 2018	BUY	$53.19 - $61.61 $297,278 - $344,338	5,589	5,589 $339,000

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 $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 Holistic Financial Partners, based on Form 13F filings with the SEC.

Stay updated on Holistic Financial Partners with notifications on news.