Strategic Wealth Partners, Ltd. Wells Fargo & Company Transaction History

Strategic Wealth Partners, Ltd.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$46.44 - $57.96 $161,007 - $200,947	3,467 New	3,467 $200,000
Q3 2020 Nov 10, 2020	SELL	$22.83 - $26.35 $858,134 - $990,443	-37,588 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$22.53 - $33.32 $846,857 - $1.25 Million	37,588 New	37,588 $962,000
Q4 2019 Jan 30, 2020	SELL	$47.82 - $54.46 $187,645 - $213,701	-3,924 Closed	0 $0
Q3 2019 Oct 28, 2019	SELL	$43.38 - $50.71 $84,113 - $98,326	-1,939 Reduced 33.07%	3,924 $192,000
Q2 2019 Aug 06, 2019	SELL	$44.37 - $49.17 $285,654 - $316,556	-6,438 Reduced 52.34%	5,863 $277,000
Q1 2019 May 14, 2019	SELL	$46.57 - $51.73 $8,242 - $9,156	-177 Reduced 1.42%	12,301 $600,000
Q4 2018 Jan 24, 2019	SELL	$43.6 - $54.46 $31,784 - $39,701	-729 Reduced 5.52%	12,478 $574,000
Q3 2018 Dec 06, 2018	SELL	$52.56 - $59.19 $39,157 - $44,096	-745 Reduced 5.34%	13,207 $694,000
Q2 2018 Sep 04, 2018	SELL	$50.39 - $56.18 $908,178 - $1.01 Million	-18,023 Reduced 56.37%	13,952 $773,000
Q1 2018 Jul 13, 2018	BUY	$50.98 - $65.93 $1.63 Million - $2.11 Million	31,975 New	31,975 $1.68 Million

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...

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.