EVERCORE WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.58M
portfolio value
EVERCORE WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | 41K | $40.22 | 39.45K | |
| Q2 2022 | share | Increase | +0.17% | 65 shares | -363K | $39.17 | 39.45K |
| Q1 2022 | share | Decrease | -6.86% | -2.89K shares | -119K | $48.46 | 39.38K |
| Q4 2021 | share | Decrease | -4.38% | -1.93K shares | -24K | $48.1 | 42.28K |
| Q3 2021 | share | Decrease | -1.23% | -550 shares | 25K | $46.23 | 44.22K |
| Q2 2021 | share | Decrease | -1.97% | -900 shares | 243K | $44.92 | 44.77K |
| Q1 2021 | share | Decrease | -18.96% | -10.68K shares | 83K | $38.67 | 45.67K |
| Q4 2020 | share | Decrease | -24.48% | -18.27K shares | -54K | $29.78 | 56.35K |
| Q3 2020 | share | Decrease | -5.76% | -4.56K shares | -272K | $23.09 | 74.62K |
| Q2 2020 | share | Decrease | -11.16% | -9.94K shares | -531K | $25.04 | 79.18K |
| Q1 2020 | share | Decrease | -9.25% | -9.08K shares | -2.72M | $27.52 | 89.13K |
| Q4 2019 | share | Decrease | -2.96% | -2.99K shares | 177K | $51.05 | 98.21K |
| Q3 2019 | share | Decrease | -2.32% | -2.40K shares | 203K | $47.41 | 101.20K |
| Q2 2019 | share | Decrease | -2.11% | -2.23K shares | -212K | $43.99 | 103.61K |
| Q1 2019 | share | Decrease | -2.89% | -3.14K shares | 93K | $44.49 | 105.84K |
| Q4 2018 | share | Decrease | -7.02% | -8.23K shares | -1.13M | $42.05 | 108.99K |
| Q3 2018 | share | Decrease | -10.50% | -13.75K shares | -1.1M | $47.57 | 117.23K |
| Q2 2018 | share | Increase | +6.00% | 7.41K shares | 785K | $49.81 | 130.98K |
| Q1 2018 | share | Decrease | -5.53% | -7.22K shares | -1.46M | $46.74 | 123.56K |
| Q4 2017 | share | Decrease | -1.99% | -2.65K shares | 576K | $53.78 | 130.79K |
| Q3 2017 | share | Increase | +0.07% | 100 shares | -28K | $48.55 | 133.45K |
| Q2 2017 | share | Decrease | -3.82% | -5.29K shares | -329K | $48.43 | 133.35K |
| Q1 2017 | share | Decrease | -0.38% | -526 shares | 47K | $48.31 | 138.64K |
| Q4 2016 | share | Decrease | -8.44% | -12.82K shares | 939K | $47.51 | 139.16K |
| Q3 2016 | share | Decrease | -0.50% | -770 shares | -499K | $37.86 | 151.99K |
| Q2 2016 | share | Decrease | -5.84% | -9.46K shares | -616K | $40.15 | 152.76K |
| Q1 2016 | share | Decrease | -1.83% | -3.02K shares | -1.13M | $40.7 | 162.23K |