Wells Trecaso Financial Group, LLC UNITED TECHNOLOGIES CORP Transaction History

Wells Trecaso Financial Group, LLC

$304 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 21, 2020	SELL	N/A	-32,079 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	N/A	97 Added 0.3%	32,079 $3.03 Million
Q4 2019 Jan 31, 2020	BUY	N/A	265 Added 0.84%	31,982 $4.79 Million
Q3 2019 Oct 16, 2019	BUY	N/A	300 Added 0.95%	31,717 $4.33 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-181 Reduced 0.57%	31,417 $4.09 Million
Q1 2019 Apr 18, 2019	BUY	N/A	170 Added 0.54%	31,598 $4.07 Million
Q4 2018 Jan 28, 2019	BUY	N/A	775 Added 2.53%	31,428 $3.35 Million
Q3 2018 Oct 22, 2018	BUY	N/A	35 Added 0.11%	30,653 $4.29 Million
Q2 2018 Jul 25, 2018	BUY	N/A	405 Added 1.34%	30,618 $3.83 Million
Q1 2018 Apr 23, 2018	BUY	N/A	1,697 Added 5.95%	30,213 $3.8 Million
Q4 2017 Apr 23, 2018	BUY	N/A	28,516	28,516 $3.64 Million

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.