Newton One Investments LLC Wells Fargo & Company Transaction History

Newton One Investments LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$56.41 - $62.34 $112 - $124	2 Added 0.67%	301 $17,000
Q1 2024 Apr 16, 2024	BUY	$46.44 - $57.96 $92 - $115	2 Added 0.67%	299 $17,000
Q4 2023 Jan 22, 2024	SELL	$38.67 - $50.51 $2,281 - $2,980	-59 Reduced 16.57%	297 $14,000
Q3 2023 Oct 20, 2023	BUY	$40.43 - $47.13 $121 - $141	3 Added 0.85%	356 $14,000
Q2 2023 Jul 20, 2023	BUY	$36.72 - $42.68 $110 - $128	3 Added 0.86%	353 $15,000
Q4 2021 Jan 25, 2022	SELL	$45.31 - $52.0 $15,858 - $18,200	-350 Reduced 50.0%	350 $17,000
Q2 2021 Jul 16, 2021	BUY	$39.48 - $47.9 $27,635 - $33,530	700 New	700 $32,000

2,502

2.26B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $270B
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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