Wells Fargo & Company Focus Financial Partners Inc. Transaction History

Wells Fargo & Company

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 15, 2023	BUY	$51.84 - $52.53 $697,248 - $706,528	13,450 Added 104.45%	26,327 $1.38 Million
Q1 2023 May 12, 2023	SELL	$37.77 - $51.93 $736,363 - $1.01 Million	-19,496 Reduced 60.22%	12,877 $667,000
Q4 2022 Feb 13, 2023	SELL	$30.65 - $39.97 $206,458 - $269,237	-6,736 Reduced 17.22%	32,373 $1.21 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $16,920 - $23,762	-537 Reduced 1.35%	39,109 $1.23 Million
Q2 2022 Aug 12, 2022	SELL	$31.44 - $46.02 $1.99 Million - $2.91 Million	-63,181 Reduced 61.44%	39,646 $1.35 Million
Q1 2022 May 16, 2022	SELL	$43.07 - $61.16 $420,190 - $596,676	-9,756 Reduced 8.67%	102,827 $4.7 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $1.99 Million - $2.58 Million	37,795 Added 50.54%	112,583 $6.72 Million
Q3 2021 Nov 15, 2021	BUY	$48.09 - $53.55 $521,199 - $580,374	10,838 Added 16.95%	74,788 $3.92 Million
Q2 2021 Aug 16, 2021	SELL	$42.34 - $54.45 $249,467 - $320,819	-5,892 Reduced 8.44%	63,950 $3.1 Million
Q1 2021 May 13, 2021	SELL	$41.36 - $54.7 $1.24 Million - $1.64 Million	-30,068 Reduced 30.1%	69,842 $2.91 Million
Q4 2020 Feb 09, 2021	BUY	$32.93 - $46.17 $1.04 Million - $1.45 Million	31,500 Added 46.05%	99,910 $4.35 Million
Q3 2020 Nov 05, 2020	SELL	$30.42 - $39.94 $1.48 Million - $1.94 Million	-48,525 Reduced 41.5%	68,410 $2.24 Million
Q2 2020 Aug 13, 2020	SELL	$18.66 - $33.05 $22,877 - $40,519	-1,226 Reduced 1.04%	116,935 $3.87 Million
Q1 2020 May 14, 2020	BUY	$13.88 - $34.04 $1.64 Million - $4.02 Million	118,161 New	118,161 $2.72 Million

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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