Selective Wealth Management, Inc. Wells Fargo & Company Transaction History

Selective Wealth Management, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	BUY	$1.55 - $45.53 $2,208 - $64,880	1,425 Added 192.05%	2,167 $87,000
Q1 2022 Apr 20, 2022	SELL	$45.81 - $59.06 $9,070 - $11,693	-198 Reduced 21.06%	742 $36,000
Q3 2021 Oct 27, 2021	SELL	$42.32 - $51.15 $19,636 - $23,733	-464 Reduced 33.05%	940 $44,000
Q2 2021 Aug 04, 2021	SELL	$39.48 - $47.9 $26,530 - $32,188	-672 Reduced 32.37%	1,404 $63,000
Q1 2021 Apr 09, 2021	BUY	$29.7 - $40.81 $12,295 - $16,895	414 Added 24.91%	2,076 $81,000
Q4 2020 Jan 22, 2021	BUY	$21.14 - $30.35 $824 - $1,183	39 Added 2.4%	1,662 $50,000
Q2 2020 Jul 15, 2020	BUY	$22.53 - $33.32 $25,391 - $37,551	1,127 Added 227.22%	1,623 $42,000
Q1 2020 Apr 16, 2020	BUY	$25.25 - $53.75 $4,999 - $10,642	198 Added 66.44%	496 $14,000
Q3 2019 Oct 29, 2019	BUY	$43.38 - $50.71 $12,927 - $15,111	298 New	298 $15,000
Q1 2019 Apr 04, 2019	SELL	$46.57 - $51.73 $9,267 - $10,294	-199 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$52.56 - $59.19 $10,459 - $11,778	199 New	199 $10,000

2,503

2.26B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $271B
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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