Smith & Howard Wealth Management, LLC Wells Fargo & Company Transaction History

Smith & Howard Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 22, 2020	SELL	$25.25 - $53.75 $144,884 - $308,417	-5,738 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$47.82 - $54.46 $3,825 - $4,356	-80 Reduced 1.38%	5,738 $309,000
Q3 2019 Nov 12, 2019	SELL	$43.38 - $50.71 $28,544 - $33,367	-658 Reduced 10.16%	5,818 $293,000
Q2 2019 Jul 23, 2019	SELL	$44.37 - $49.17 $18,280 - $20,258	-412 Reduced 5.98%	6,476 $306,000
Q1 2019 Apr 18, 2019	BUY	$46.57 - $51.73 $83,639 - $92,907	1,796 Added 35.27%	6,888 $333,000
Q4 2018 Jan 23, 2019	BUY	$43.6 - $54.46 $7,368 - $9,203	169 Added 3.43%	5,092 $235,000
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $32,551 - $36,292	646 Added 15.1%	4,923 $273,000
Q3 2017 Nov 15, 2017	SELL	$49.58 - $55.15 $16,510 - $18,364	-333 Reduced 7.22%	4,277 $236,000
Q2 2017 Aug 11, 2017	BUY	N/A	4,610	4,610 $255,000

2,503

2.27B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $269B
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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