FORVIS WEALTH ADVISORS, LLC – Wells Fargo & Company Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$551,000
portfolio value
FORVIS WEALTH ADVISORS, LLC 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 | -5.83% | -847 shares | -19K | $40.22 | 13.69K |
| Q2 2022 | share | Increase | +15.20% | 1.91K shares | -42K | $39.17 | 14.54K |
| Q1 2022 | share | Increase | +29.45% | 2.87K shares | 144K | $48.46 | 12.62K |
| Q4 2021 | share | Increase | +10.83% | 953 shares | 60K | $48.1 | 9.75K |
| Q3 2021 | share | Increase | 0.00% | 8.79K shares | 408K | $46.23 | 8.79K |
| Q3 2020 | share | Decrease | -100.00% | -14.85K shares | -380K | $23.09 | 0 |
| Q2 2020 | share | Decrease | -34.23% | -7.73K shares | -268K | $25.04 | 14.85K |
| Q1 2020 | share | Decrease | -46.81% | -19.88K shares | -1.63M | $27.52 | 22.59K |
| Q4 2019 | share | Decrease | -3.16% | -1.38K shares | 73K | $51.05 | 42.47K |
| Q3 2019 | share | Increase | +5.76% | 2.38K shares | 250K | $47.41 | 43.86K |
| Q2 2019 | share | Decrease | -38.24% | -25.67K shares | -1.28M | $43.99 | 41.47K |
| Q1 2019 | share | Increase | +118.18% | 36.37K shares | 1.82M | $44.49 | 67.14K |
| Q4 2018 | share | Increase | 0.00% | 30.77K shares | 1.41M | $42.05 | 30.77K |
| Q3 2018 | share | Decrease | -100.00% | -44.44K shares | -2.46M | $47.57 | 0 |
| Q2 2018 | share | Increase | +4.88% | 2.06K shares | 243K | $49.81 | 44.44K |
| Q1 2018 | share | Decrease | -6.37% | -2.88K shares | -525K | $46.74 | 42.37K |
| Q4 2017 | share | Increase | +1.48% | 662 shares | 286K | $53.78 | 45.26K |
| Q3 2017 | share | Increase | +9.43% | 3.84K shares | 202K | $48.55 | 44.6K |
| Q2 2017 | share | Increase | +14.84% | 5.26K shares | 283K | $48.43 | 40.75K |
| Q1 2017 | share | Decrease | -1.96% | -708 shares | -20K | $48.31 | 35.49K |
| Q4 2016 | share | Increase | +10.45% | 3.42K shares | 544K | $47.51 | 36.19K |
| Q3 2016 | share | Decrease | -5.09% | -1.75K shares | -183K | $37.86 | 32.77K |
| Q2 2016 | share | Decrease | -3.54% | -1.26K shares | -97K | $40.15 | 34.52K |
| Q1 2016 | share | Decrease | -10.84% | -4.35K shares | -452K | $40.7 | 35.79K |