Vision Point Advisory Group, LLC Wells Fargo & Company Transaction History

Vision Point Advisory Group, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$46.44 - $57.96 $21,362 - $26,661	-460 Reduced 64.34%	255 $14,000
Q4 2023 Feb 07, 2024	BUY	$38.67 - $50.51 $17,788 - $23,234	460 Added 180.39%	715 $35,000
Q2 2023 Aug 21, 2023	BUY	$36.72 - $42.68 $9,363 - $10,883	255 New	255 $10,000
Q4 2020 Feb 08, 2021	SELL	$21.14 - $30.35 $190,894 - $274,060	-9,030 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$22.83 - $26.35 $19,633 - $22,661	860 Added 10.53%	9,030 $212,000
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $184,070 - $272,224	8,170 New	8,170 $215,000
Q1 2020 May 15, 2020	SELL	$25.25 - $53.75 $112,968 - $240,477	-4,474 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$47.82 - $54.46 $69,386 - $79,021	-1,451 Reduced 24.49%	4,474 $241,000
Q3 2019 Nov 14, 2019	SELL	$43.38 - $50.71 $30,149 - $35,243	-695 Reduced 10.5%	5,925 $292,000
Q2 2019 Aug 14, 2019	BUY	$44.37 - $49.17 $28,840 - $31,960	650 Added 10.89%	6,620 $313,000
Q1 2019 May 10, 2019	SELL	$46.57 - $51.73 $16,346 - $18,157	-351 Reduced 5.55%	5,970 $288,000
Q4 2018 Feb 14, 2019	BUY	$43.6 - $54.46 $275,595 - $344,241	6,321 New	6,321 $291,000

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 $267B
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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