Private Wealth Partners, LLC Wells Fargo & Company Transaction History

Private Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	$25.25 - $53.75 $166,296 - $353,997	-6,586 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$47.82 - $54.46 $31,752 - $36,161	-664 Reduced 9.16%	6,586 $354,000
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $54,832 - $64,097	1,264 Added 21.12%	7,250 $366,000
Q2 2019 Aug 06, 2019	SELL	$44.37 - $49.17 $3,593 - $3,982	-81 Reduced 1.34%	5,986 $283,000
Q1 2019 May 02, 2019	BUY	$46.57 - $51.73 $3,772 - $4,190	81 Added 1.35%	6,067 $293,000
Q4 2017 Feb 01, 2018	SELL	$53.19 - $61.61 $654,502 - $758,111	-12,305 Reduced 67.27%	5,986 $363,000
Q3 2017 Nov 06, 2017	BUY	$49.58 - $55.15 $906,867 - $1.01 Million	18,291	18,291 $1.01 Million

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 $267B
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 Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Private Wealth Partners, LLC with notifications on news.