Mark Sheptoff Financial Planning, LLC Wells Fargo & Company Transaction History

Mark Sheptoff Financial Planning, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$37.43 - $49.33 $10,330 - $13,615	-276 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$45.31 - $52.0 $12,505 - $14,352	276 New	276 $13,000
Q4 2018 Feb 11, 2019	SELL	$43.6 - $54.46 $44,472 - $55,549	-1,020 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$52.56 - $59.19 $1,629 - $1,834	-31 Reduced 2.95%	1,020 $54,000
Q2 2018 Aug 09, 2018	SELL	$50.39 - $56.18 $6,046 - $6,741	-120 Reduced 10.25%	1,051 $58,000
Q1 2018 May 08, 2018	SELL	$50.98 - $65.93 $258,417 - $334,199	-5,069 Reduced 81.23%	1,171 $61,000
Q4 2017 Feb 09, 2018	SELL	$53.19 - $61.61 $42,552 - $49,288	-800 Reduced 11.36%	6,240 $379,000
Q3 2017 Nov 09, 2017	BUY	$49.58 - $55.15 $349,043 - $388,256	7,040	7,040 $388,000

2,502

2.27B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $288B
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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