UNITED CAPITAL FINANCIAL ADVISERS, LLC – Wells Fargo & Company Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$15.68M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, 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 | -0.74% | -2.92K shares | 295K | $40.22 | 390.08K |
| Q2 2022 | share | Increase | +4.12% | 15.55K shares | -2.89M | $39.17 | 393.00K |
| Q1 2022 | share | Decrease | -19.44% | -91.08K shares | -4.19M | $48.46 | 377.45K |
| Q4 2021 | share | Decrease | -2.07% | -9.90K shares | 276K | $48.1 | 468.54K |
| Q3 2021 | share | Increase | +20.44% | 81.21K shares | 4.21M | $46.23 | 478.44K |
| Q2 2021 | share | Increase | +0.41% | 1.63K shares | 2.53M | $44.92 | 397.23K |
| Q1 2021 | share | Decrease | -11.18% | -49.80K shares | 2.01M | $38.67 | 395.59K |
| Q4 2020 | share | Decrease | -12.65% | -64.50K shares | 1.45M | $29.78 | 445.40K |
| Q3 2020 | share | Decrease | -8.30% | -46.15K shares | -2.24M | $23.09 | 509.90K |
| Q2 2020 | share | Increase | +4.12% | 22.01K shares | -1.09M | $25.04 | 556.05K |
| Q1 2020 | share | Decrease | -6.93% | -39.78K shares | -15.54M | $27.52 | 534.04K |
| Q4 2019 | share | Increase | +13.70% | 69.13K shares | 5.41M | $51.05 | 573.83K |
| Q3 2019 | share | Decrease | -5.13% | -27.28K shares | 283K | $47.41 | 504.69K |
| Q2 2019 | share | Increase | +13.86% | 64.76K shares | 2.59M | $43.99 | 531.98K |
| Q1 2019 | share | Increase | +5.98% | 26.34K shares | 2.26M | $44.49 | 467.21K |
| Q4 2018 | share | Decrease | -13.50% | -68.81K shares | -6.47M | $42.05 | 440.87K |
| Q3 2018 | share | Increase | +7.07% | 33.65K shares | 398K | $47.57 | 509.69K |
| Q2 2018 | share | Increase | +7.53% | 33.34K shares | 3.19M | $49.81 | 476.03K |
| Q1 2018 | share | Increase | +34.58% | 113.75K shares | 3.03M | $46.74 | 442.68K |
| Q4 2017 | share | Increase | +2.34% | 7.53K shares | 2.43M | $53.78 | 328.93K |
| Q3 2017 | share | Decrease | -2.19% | -7.18K shares | -482K | $48.55 | 321.39K |
| Q2 2017 | share | Decrease | -6.14% | -21.48K shares | -1.27M | $48.43 | 328.58K |
| Q1 2017 | share | Decrease | -3.72% | -13.52K shares | -552K | $48.31 | 350.06K |
| Q4 2016 | share | Increase | +11.83% | 38.46K shares | 5.64M | $47.51 | 363.58K |
| Q3 2016 | share | Increase | +34.27% | 82.98K shares | 3.01M | $37.86 | 325.11K |
| Q2 2016 | share | Increase | +2.03% | 4.82K shares | -120K | $40.15 | 242.13K |
| Q1 2016 | share | Decrease | -15.48% | -43.45K shares | -3.76M | $40.7 | 237.30K |