Wells Trecaso Financial Group, LLC Closed Holding Positions

Wells Trecaso Financial Group, LLC

  • $304 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EXC
Exelon Corp

Utilities
Q2 2022 Filed on Jul 27, 2022
4,360
$40.91 - $50.25 $178K - $219K
AMPE
Ampio Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 27, 2022
10,000
$0.16 - $0.47 $1.6K - $4.7K
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Jul 27, 2022
633
$287.53 - $335.76 $182K - $213K
F
Ford Motor CO

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1,000
$15.74 - $25.19 $15.7K - $25.2K
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on Apr 14, 2022
3,500
$56.23 - $67.41 $197K - $236K
GE
General Electric CO

Industrials
Q4 2021 Filed on Jan 31, 2022
9,800
$89.98 - $111.29 $882K - $1.09M
GE
General Electric CO

Industrials
Q4 2021 Filed on Jan 31, 2022
1,976
$89.98 - $111.29 $178K - $220K
OLED
Universal Display Corp Pa

Technology
Q3 2021 Filed on Nov 09, 2021
1,000
$170.96 - $234.49 $171K - $234K
IWM
Ishares Russell 2000 ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
895
$211.73 - $231.39 $189K - $207K
General Electric CO
Q3 2021 Filed on Nov 09, 2021
15,828
N/A
General Electric CO
Q3 2021 Filed on Nov 09, 2021
4,000
N/A
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2021 Filed on Jul 29, 2021
850
$188.97 - $252.62 $161K - $215K
PCG
Pg&E Corp

Utilities
Q1 2021 Filed on Apr 19, 2021
14,000
$10.51 - $12.38 $147K - $173K
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
2,550
$75.92 - $88.28 $194K - $225K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
817
$222.0 - $317.14 $181K - $259K
MS
Morgan Stanley

Financial Services
Q3 2020 Filed on Oct 26, 2020
4,583
$46.42 - $53.25 $213K - $244K
PPG
Ppg Industries Inc

Basic Materials
Q1 2020 Filed on Apr 17, 2020
2,148
$72.5 - $131.6 $156K - $283K
NVS
Novartis Ag

Healthcare
Q1 2020 Filed on Apr 17, 2020
2,551
$70.67 - $99.01 $180K - $253K
LYG
Lloyds Banking Group PLC

Financial Services
Q1 2020 Filed on Apr 17, 2020
19,309
$1.34 - $3.34 $25.9K - $64.5K
ORCL
Oracle Corp

Technology
Q4 2019 Filed on Jan 31, 2020
3,672
$52.7 - $56.89 $194K - $209K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2019 Filed on Oct 16, 2019
4,544
$41.23 - $43.82 $187K - $199K
Dowdupont Inc
Q2 2019 Filed on Jul 22, 2019
3,967
N/A
SLB
Schlumberger Limited

Energy
Q2 2019 Filed on Jul 22, 2019
22,728
$34.69 - $47.41 $788K - $1.08M
NKE
Nike, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 22, 2019
4,700
$77.14 - $89.2 $363K - $419K
SAN
Banco Santander, S.A.

Financial Services
Q1 2019 Filed on Apr 18, 2019
10,278
$4.51 - $5.04 $46.4K - $51.8K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q4 2018 Filed on Jan 28, 2019
11,566
N/A
WFC
Wells Fargo & Company

Financial Services
Q1 2018 Filed on Apr 23, 2018
3,675
$50.98 - $65.93 $187K - $242K
Bob Evans Farms Inc
Q1 2018 Filed on Apr 23, 2018
3,577
N/A
Bb&T Corp
Q1 2018 Filed on Apr 23, 2018
4,238
N/A
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