Live Oak Private Wealth LLC Wells Fargo & Company Transaction History

Live Oak Private Wealth LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	BUY	$36.23 - $48.5 $155,354 - $207,968	4,288 Added 2.13%	205,164 $7.67 Million
Q4 2022 Feb 10, 2023	BUY	$40.23 - $47.95 $49,764 - $59,314	1,237 Added 0.62%	200,876 $8.29 Million
Q3 2022 Oct 25, 2022	BUY	$1.55 - $45.53 $108,738 - $3.19 Million	70,154 Added 54.18%	199,639 $8.03 Million
Q2 2022 Jul 27, 2022	BUY	$37.43 - $49.33 $325,004 - $428,332	8,683 Added 7.19%	129,485 $5.07 Million
Q1 2022 Apr 21, 2022	BUY	$45.81 - $59.06 $399,600 - $515,180	8,723 Added 7.78%	120,802 $5.85 Million
Q4 2021 Feb 08, 2022	BUY	$45.31 - $52.0 $407,246 - $467,376	8,988 Added 8.72%	112,079 $5.38 Million
Q3 2021 Oct 29, 2021	BUY	$42.32 - $51.15 $275,333 - $332,781	6,506 Added 6.74%	103,091 $4.78 Million
Q2 2021 Aug 02, 2021	BUY	$39.48 - $47.9 $401,472 - $487,095	10,169 Added 11.77%	96,585 $4.37 Million
Q1 2021 May 11, 2021	BUY	$29.7 - $40.81 $235,669 - $323,827	7,935 Added 10.11%	86,416 $3.38 Million
Q4 2020 Jan 26, 2021	BUY	$21.14 - $30.35 $33,210 - $47,679	1,571 Added 2.04%	78,481 $2.37 Million
Q3 2020 Nov 09, 2020	SELL	$22.83 - $26.35 $1.78 Million - $2.06 Million	-78,051 Reduced 50.37%	76,910 $1.81 Million
Q2 2020 Aug 03, 2020	BUY	$22.53 - $33.32 $1.13 Million - $1.67 Million	50,268 Added 48.01%	154,961 $3.97 Million
Q1 2020 May 11, 2020	BUY	$25.25 - $53.75 $1.81 Million - $3.85 Million	71,693 Added 217.25%	104,693 $3.01 Million
Q4 2019 Feb 13, 2020	BUY	$47.82 - $54.46 $1.58 Million - $1.8 Million	33,000 New	33,000 $1.78 Million

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 $277B
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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