Summit Wealth & Retirement Planning, Inc. Wells Fargo & Company Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$56.41 - $62.34 $253,224 - $279,844	4,489 New	4,489 $266,000
Q1 2021 May 10, 2021	SELL	$29.7 - $40.81 $219,423 - $301,504	-7,388 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$21.14 - $30.35 $156,182 - $224,225	7,388 New	7,388 $223,000
Q1 2020 May 11, 2020	SELL	$25.25 - $53.75 $131,502 - $279,930	-5,208 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$47.82 - $54.46 $956 - $1,089	20 Added 0.39%	5,208 $280,000
Q3 2019 Nov 12, 2019	BUY	$43.38 - $50.71 $954 - $1,115	22 Added 0.43%	5,188 $262,000
Q1 2019 May 08, 2019	SELL	$46.57 - $51.73 $34,927 - $38,797	-750 Reduced 12.68%	5,166 $250,000
Q4 2018 Feb 08, 2019	BUY	$43.6 - $54.46 $257,937 - $322,185	5,916 New	5,916 $273,000

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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