AVANTAX PLANNING PARTNERS, INC. – Wells Fargo & Company Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$973,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -52.92% | -27.20K shares | -1.04M | $40.22 | 24.19K |
| Q2 2022 | share | Increase | +15.88% | 7.04K shares | -137K | $39.17 | 51.39K |
| Q1 2022 | share | Decrease | -5.12% | -2.39K shares | -93K | $48.46 | 44.35K |
| Q4 2021 | share | Increase | +2.34% | 1.07K shares | 123K | $48.1 | 46.75K |
| Q3 2021 | share | Decrease | -0.58% | -265 shares | 39K | $46.23 | 45.68K |
| Q2 2021 | share | Increase | +10.76% | 4.46K shares | 460K | $44.92 | 45.94K |
| Q1 2021 | share | Decrease | -25.40% | -14.12K shares | -57K | $38.67 | 41.48K |
| Q4 2020 | share | Increase | 0.00% | 55.6K shares | 1.67M | $29.78 | 55.6K |
| Q4 2018 | share | Decrease | -2.66% | -1.27K shares | -370K | $42.05 | 46.66K |
| Q3 2018 | share | Increase | +0.66% | 312 shares | -121K | $47.57 | 47.94K |
| Q2 2018 | share | Decrease | -9.09% | -4.76K shares | -105K | $49.81 | 47.62K |
| Q1 2018 | share | Increase | +6.19% | 3.05K shares | -247K | $46.74 | 52.39K |
| Q4 2017 | share | Decrease | -34.10% | -25.53K shares | -1.13M | $53.78 | 49.33K |
| Q3 2017 | share | Decrease | -9.90% | -8.22K shares | -475K | $48.55 | 74.86K |
| Q2 2017 | share | Increase | +7.05% | 5.47K shares | 284K | $48.43 | 83.09K |
| Q1 2017 | share | Increase | +48.98% | 25.52K shares | 1.44M | $48.31 | 77.62K |
| Q4 2016 | share | Increase | 0.00% | 52.10K shares | 2.87M | $47.51 | 52.10K |