PLANTE MORAN FINANCIAL ADVISORS, LLC – Wells Fargo & Company Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$347,000
portfolio value
PLANTE MORAN FINANCIAL 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 | Increase | +0.20% | 17 shares | 9K | $40.22 | 8.63K |
| Q2 2022 | share | Decrease | -20.97% | -2.28K shares | -190K | $39.17 | 8.61K |
| Q1 2022 | share | Increase | +6.06% | 623 shares | 35K | $48.46 | 10.90K |
| Q4 2021 | share | Increase | +4.04% | 399 shares | 34K | $48.1 | 10.28K |
| Q3 2021 | share | Increase | +7.34% | 676 shares | 42K | $46.23 | 9.88K |
| Q2 2021 | share | Increase | +23.59% | 1.75K shares | 126K | $44.92 | 9.20K |
| Q1 2021 | share | Increase | +46.89% | 2.37K shares | 138K | $38.67 | 7.44K |
| Q4 2020 | share | Increase | +4.43% | 215 shares | 39K | $29.78 | 5.07K |
| Q3 2020 | share | Increase | +0.31% | 15 shares | -10K | $23.09 | 4.85K |
| Q2 2020 | share | Decrease | -29.46% | -2.02K shares | -73K | $25.04 | 4.84K |
| Q1 2020 | share | Increase | +45.28% | 2.13K shares | -57K | $27.52 | 6.86K |
| Q4 2019 | share | Decrease | -13.84% | -759 shares | -23K | $51.05 | 4.72K |
| Q3 2019 | share | Decrease | -14.37% | -920 shares | -26K | $47.41 | 5.48K |
| Q2 2019 | share | Increase | +4.88% | 298 shares | 8K | $43.99 | 6.40K |
| Q1 2019 | share | Decrease | -2.93% | -184 shares | 5K | $44.49 | 6.10K |
| Q4 2018 | share | Increase | +14.89% | 815 shares | 2K | $42.05 | 6.28K |
| Q3 2018 | share | Decrease | -6.33% | -370 shares | -36K | $47.57 | 5.47K |
| Q2 2018 | share | Decrease | -20.16% | -1.47K shares | -60K | $49.81 | 5.84K |
| Q1 2018 | share | Decrease | -19.12% | -1.73K shares | -165K | $46.74 | 7.32K |
| Q4 2017 | share | Decrease | -26.32% | -3.23K shares | -128K | $53.78 | 9.05K |
| Q3 2017 | share | Decrease | -6.20% | -812 shares | -49K | $48.55 | 12.28K |
| Q2 2017 | share | Decrease | -4.11% | -561 shares | -34K | $48.43 | 13.09K |
| Q1 2017 | share | Increase | +9.83% | 1.22K shares | 75K | $48.31 | 13.65K |
| Q4 2016 | share | Decrease | -8.05% | -1.08K shares | 86K | $47.51 | 12.43K |
| Q3 2016 | share | Increase | +37.19% | 3.66K shares | 132K | $37.86 | 13.52K |
| Q2 2016 | share | Increase | +3.75% | 356 shares | 7K | $40.15 | 9.85K |
| Q1 2016 | share | Decrease | -9.25% | -968 shares | -109K | $40.7 | 9.50K |