Nelson Capital Management, LLC Wells Fargo & Company Transaction History

Nelson Capital Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$56.41 - $62.34 $302,921 - $334,765	5,370 New	5,370 $318,000
Q4 2019 Feb 10, 2020	SELL	$47.82 - $54.46 $171,434 - $195,239	-3,585 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$43.38 - $50.71 $13,014 - $15,213	300 Added 9.13%	3,585 $181,000
Q2 2019 Jul 25, 2019	BUY	$44.37 - $49.17 $8,874 - $9,834	200 Added 6.48%	3,285 $155,000
Q1 2019 May 09, 2019	BUY	$46.57 - $51.73 $12,620 - $14,018	271 Added 9.63%	3,085 $149,000
Q3 2018 Oct 09, 2018	BUY	$52.56 - $59.19 $1,681 - $1,894	32 Added 1.15%	2,814 $148,000
Q2 2018 Jul 17, 2018	SELL	$50.39 - $56.18 $4,686 - $5,224	-93 Reduced 3.23%	2,782 $154,000
Q1 2018 Apr 20, 2018	SELL	$50.98 - $65.93 $11,164 - $14,438	-219 Reduced 7.08%	2,875 $151,000
Q4 2017 Jan 26, 2018	SELL	$53.19 - $61.61 $11,648 - $13,492	-219 Reduced 6.61%	3,094 $188,000
Q3 2017 Nov 02, 2017	SELL	$49.58 - $55.15 $1,983 - $2,206	-40 Reduced 1.19%	3,313 $183,000
Q2 2017 Aug 11, 2017	BUY	N/A	3,353	3,353 $186,000

2,554

2.26B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $295B
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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