Summit Financial Wealth Advisors, LLC Wells Fargo & Company Transaction History

Summit Financial Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Jul 06, 2018	SELL	$50.39 - $56.18 $209,672 - $233,764	-4,161 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$50.98 - $65.93 $212,127 - $274,334	4,161 New	4,161 $218,000
Q1 2018 Apr 06, 2018	SELL	$50.98 - $65.93 $1.61 Million - $2.09 Million	-31,671 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$53.19 - $61.61 $292,864 - $339,224	5,506 Added 21.04%	31,671 $1.92 Million
Q3 2017 Nov 06, 2017	SELL	$49.58 - $55.15 $136,791 - $152,158	-2,759 Reduced 9.54%	26,165 $1.44 Million
Q2 2017 Aug 14, 2017	BUY	N/A	28,924	28,924 $1.6 Million

2,502

2.27B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $288B
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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