UNITED ASSET STRATEGIES, INC. – Wells Fargo & Company Transaction History
UNITED ASSET STRATEGIES, INC. portfolio value:
$1.73M
portfolio value
UNITED ASSET STRATEGIES, INC. 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 | +0.63% | 268 shares | 56K | $40.22 | 43.02K |
| Q2 2022 | share | Increase | +3.41% | 1.41K shares | -329K | $39.17 | 42.75K |
| Q1 2022 | share | Increase | +1.05% | 431 shares | 41K | $48.46 | 41.34K |
| Q4 2021 | share | Decrease | -3.14% | -1.32K shares | 2K | $48.1 | 40.91K |
| Q3 2021 | share | Decrease | -44.17% | -33.42K shares | -1.46M | $46.23 | 42.24K |
| Q2 2021 | share | Increase | 0.00% | 75.66K shares | 3.42M | $44.92 | 75.66K |
| Q2 2020 | share | Decrease | -100.00% | -6.97K shares | -200K | $25.04 | 0 |
| Q1 2020 | share | Increase | 0.00% | 6.97K shares | 200K | $27.52 | 6.97K |
| Q4 2018 | share | Decrease | -100.00% | -3.82K shares | -201K | $42.05 | 0 |
| Q3 2018 | share | Increase | +0.03% | 1 shares | -11K | $47.57 | 3.82K |
| Q2 2018 | share | Increase | 0.00% | 3.81K shares | 212K | $49.81 | 3.81K |
| Q1 2018 | share | Decrease | -100.00% | -104.77K shares | -6.35M | $46.74 | 0 |
| Q4 2017 | share | Decrease | -1.27% | -1.34K shares | 504K | $53.78 | 104.77K |
| Q3 2017 | share | Increase | +0.56% | 592 shares | 6K | $48.55 | 106.12K |
| Q2 2017 | share | Increase | +4.61% | 4.65K shares | 232K | $48.43 | 105.52K |
| Q1 2017 | share | Decrease | -0.22% | -224 shares | 43K | $48.31 | 100.87K |
| Q4 2016 | share | Decrease | -4.68% | -4.96K shares | 876K | $47.51 | 101.09K |
| Q3 2016 | share | Decrease | -22.60% | -30.96K shares | -1.78M | $37.86 | 106.06K |
| Q2 2016 | share | Increase | +8.26% | 10.46K shares | 364K | $40.15 | 137.02K |
| Q1 2016 | share | Increase | +84.48% | 57.95K shares | 2.39M | $40.7 | 126.56K |