Roundview Capital LLC Wells Fargo & Company Transaction History

Roundview Capital LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 08, 2021	SELL	$21.14 - $30.35 $208,884 - $299,888	-9,881 Closed	0 $0
Q3 2020 Nov 05, 2020	SELL	$22.83 - $26.35 $41,413 - $47,798	-1,814 Reduced 15.51%	9,881 $232,000
Q2 2020 Aug 13, 2020	SELL	$22.53 - $33.32 $677,071 - $1 Million	-30,052 Reduced 71.99%	11,695 $299,000
Q1 2020 May 11, 2020	SELL	$25.25 - $53.75 $27,169 - $57,835	-1,076 Reduced 2.51%	41,747 $1.2 Million
Q4 2019 Feb 10, 2020	BUY	$47.82 - $54.46 $1.2 Million - $1.36 Million	25,007 Added 140.36%	42,823 $2.3 Million
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $151,830 - $177,485	3,500 Added 24.45%	17,816 $899,000
Q2 2019 Aug 12, 2019	SELL	$44.37 - $49.17 $43,526 - $48,235	-981 Reduced 6.41%	14,316 $678,000
Q1 2019 May 09, 2019	SELL	$46.57 - $51.73 $17,743 - $19,709	-381 Reduced 2.43%	15,297 $739,000
Q4 2018 Feb 13, 2019	SELL	$43.6 - $54.46 $1.05 Million - $1.32 Million	-24,163 Reduced 60.65%	15,678 $722,000
Q3 2018 Nov 07, 2018	SELL	$52.56 - $59.19 $1.02 Million - $1.15 Million	-19,397 Reduced 32.74%	39,841 $2.09 Million
Q2 2018 Aug 10, 2018	SELL	$50.39 - $56.18 $7,155 - $7,977	-142 Reduced 0.24%	59,238 $3.28 Million
Q1 2018 May 14, 2018	SELL	$50.98 - $65.93 $57,046 - $73,775	-1,119 Reduced 1.85%	59,380 $3.11 Million
Q4 2017 Feb 07, 2018	BUY	$53.19 - $61.61 $13,191 - $15,279	248 Added 0.41%	60,499 $3.67 Million
Q3 2017 Nov 13, 2017	BUY	$49.58 - $55.15 $429,511 - $477,764	8,663 Added 16.79%	60,251 $3.32 Million
Q3 2017 Nov 13, 2017	BUY	$49.58 - $55.15 $2.56 Million - $2.85 Million	51,588	51,588 $2.86 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 Roundview Capital LLC, based on Form 13F filings with the SEC.

Stay updated on Roundview Capital LLC with notifications on news.