Wms Partners, LLC Wells Fargo & Company Transaction History

Wms Partners, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$56.41 - $62.34 $211,706 - $233,962	3,753 New	3,753 $222,000
Q2 2022 Aug 05, 2022	BUY	$37.43 - $49.33 $226,900 - $299,038	6,062 New	6,062 $237,000
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $248,751 - $285,480	-5,490 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$42.32 - $51.15 $232,336 - $280,813	5,490 New	5,490 $255,000
Q1 2020 May 13, 2020	SELL	$25.25 - $53.75 $221,972 - $472,516	-8,791 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$47.82 - $54.46 $25,488 - $29,027	-533 Reduced 5.72%	8,791 $473,000
Q3 2019 Nov 07, 2019	SELL	$43.38 - $50.71 $344,176 - $402,333	-7,934 Reduced 45.97%	9,324 $470,000
Q2 2019 Aug 13, 2019	BUY	$44.37 - $49.17 $19,567 - $21,683	441 Added 2.62%	17,258 $817,000
Q1 2019 May 13, 2019	SELL	$46.57 - $51.73 $1.17 Million - $1.29 Million	-25,029 Reduced 59.81%	16,817 $813,000
Q4 2018 Feb 14, 2019	SELL	$43.6 - $54.46 $7.36 Million - $9.19 Million	-168,807 Reduced 80.14%	41,846 $1.93 Million
Q3 2018 Nov 08, 2018	SELL	$52.56 - $59.19 $70,850 - $79,788	-1,348 Reduced 0.64%	210,653 $11.1 Million
Q2 2018 Aug 09, 2018	SELL	$50.39 - $56.18 $659,655 - $735,452	-13,091 Reduced 5.82%	212,001 $11.8 Million
Q1 2018 May 14, 2018	SELL	$50.98 - $65.93 $386,173 - $499,419	-7,575 Reduced 3.26%	225,092 $11.8 Million
Q4 2017 Feb 09, 2018	SELL	$53.19 - $61.61 $109,624 - $126,978	-2,061 Reduced 0.88%	232,667 $14.1 Million
Q3 2017 Oct 27, 2017	SELL	$49.58 - $55.15 $135,452 - $150,669	-2,732 Reduced 1.15%	234,728 $12.9 Million
Q2 2017 Aug 09, 2017	BUY	N/A	237,460	237,460 $13.2 Million

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 $281B
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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