SHEETS SMITH WEALTH MANAGEMENT – Wells Fargo & Company Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$518,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT 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 | Increase | +0.07% | 9 shares | 14K | $40.22 | 12.87K |
| Q2 2022 | share | Decrease | -4.45% | -600 shares | -149K | $39.17 | 12.87K |
| Q1 2022 | share | Decrease | -2.83% | -393 shares | -12K | $48.46 | 13.47K |
| Q4 2021 | share | Increase | +0.04% | 6 shares | 22K | $48.1 | 13.86K |
| Q3 2021 | share | Increase | +1.51% | 206 shares | 25K | $46.23 | 13.85K |
| Q2 2021 | share | Increase | +0.02% | 3 shares | 85K | $44.92 | 13.65K |
| Q1 2021 | share | Increase | +3.83% | 504 shares | 136K | $38.67 | 13.64K |
| Q4 2020 | share | Decrease | -1.94% | -260 shares | 82K | $29.78 | 13.14K |
| Q3 2020 | share | Increase | +14.71% | 1.71K shares | 16K | $23.09 | 13.40K |
| Q2 2020 | share | Increase | +22.91% | 2.17K shares | 26K | $25.04 | 11.68K |
| Q1 2020 | share | Decrease | -13.71% | -1.51K shares | -320K | $27.52 | 9.50K |
| Q4 2019 | share | Increase | +6.72% | 694 shares | 72K | $51.05 | 11.01K |
| Q3 2019 | share | Increase | +0.39% | 40 shares | 34K | $47.41 | 10.32K |
| Q2 2019 | share | Decrease | -8.80% | -992 shares | -58K | $43.99 | 10.28K |
| Q1 2019 | share | Decrease | -4.92% | -584 shares | -2K | $44.49 | 11.27K |
| Q4 2018 | share | Decrease | -17.66% | -2.54K shares | -210K | $42.05 | 11.86K |
| Q3 2018 | share | Increase | +0.29% | 42 shares | -39K | $47.57 | 14.40K |
| Q2 2018 | share | Increase | +6.02% | 815 shares | 86K | $49.81 | 14.36K |
| Q1 2018 | share | Decrease | -56.73% | -17.76K shares | -1.18M | $46.74 | 13.54K |
| Q4 2017 | share | Decrease | -2.28% | -729 shares | 132K | $53.78 | 31.30K |
| Q3 2017 | share | Increase | +2.62% | 818 shares | 37K | $48.55 | 32.03K |
| Q2 2017 | share | Decrease | -1.38% | -437 shares | -32K | $48.43 | 31.21K |
| Q1 2017 | share | Increase | +2.05% | 636 shares | 53K | $48.31 | 31.65K |
| Q4 2016 | share | Decrease | -0.10% | -32 shares | 334K | $47.51 | 31.02K |
| Q3 2016 | share | Increase | +2.57% | 779 shares | -58K | $37.86 | 31.05K |
| Q2 2016 | share | Increase | +3.25% | 952 shares | 15K | $40.15 | 30.27K |
| Q1 2016 | share | Increase | +0.71% | 207 shares | -165K | $40.7 | 29.32K |