JFS WEALTH ADVISORS, LLC – Wells Fargo & Company Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$424,000
portfolio value
JFS 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 | -16.49% | -2.08K shares | -70K | $40.22 | 10.53K |
| Q2 2022 | share | Decrease | -8.59% | -1.18K shares | -175K | $39.17 | 12.61K |
| Q1 2022 | share | Increase | +1.13% | 154 shares | 14K | $48.46 | 13.80K |
| Q4 2021 | share | Increase | +1.16% | 157 shares | 29K | $48.1 | 13.64K |
| Q3 2021 | share | Increase | +1.16% | 155 shares | 22K | $46.23 | 13.49K |
| Q2 2021 | share | Decrease | -11.64% | -1.75K shares | 14K | $44.92 | 13.33K |
| Q1 2021 | share | Increase | +11.04% | 1.5K shares | 180K | $38.67 | 15.09K |
| Q4 2020 | share | 0.00% | 0 shares | 90K | $29.78 | 13.59K | |
| Q3 2020 | share | Increase | +84.87% | 6.24K shares | 132K | $23.09 | 13.59K |
| Q2 2020 | share | Increase | +61.83% | 2.80K shares | 58K | $25.04 | 7.35K |
| Q1 2020 | share | Increase | +215.49% | 3.10K shares | 53K | $27.52 | 4.54K |
| Q4 2019 | share | 0.00% | 0 shares | 4K | $51.05 | 1.44K | |
| Q3 2019 | share | 0.00% | 0 shares | 5K | $47.41 | 1.44K | |
| Q2 2019 | share | 0.00% | 0 shares | -2K | $43.99 | 1.44K | |
| Q1 2019 | share | Increase | +25.00% | 288 shares | 17K | $44.49 | 1.44K |
| Q4 2018 | share | Decrease | -68.82% | -2.54K shares | -141K | $42.05 | 1.15K |
| Q3 2018 | share | Decrease | -4.15% | -160 shares | -20K | $47.57 | 3.69K |
| Q2 2018 | share | Decrease | -4.44% | -179 shares | 3K | $49.81 | 3.85K |
| Q1 2018 | share | Decrease | -19.96% | -1.00K shares | -95K | $46.74 | 4.03K |
| Q4 2017 | share | Decrease | -25.17% | -1.69K shares | -65K | $53.78 | 5.04K |
| Q3 2017 | share | Decrease | -2.94% | -204 shares | -13K | $48.55 | 6.73K |
| Q2 2017 | share | Decrease | -14.86% | -1.21K shares | -65K | $48.43 | 6.93K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $48.31 | 8.15K | |
| Q4 2016 | share | Decrease | -15.34% | -1.47K shares | 23K | $47.51 | 8.15K |
| Q3 2016 | share | Decrease | -52.35% | -10.57K shares | -530K | $37.86 | 9.62K |
| Q2 2016 | share | Increase | +175.57% | 12.87K shares | 601K | $40.15 | 20.20K |
| Q1 2016 | share | Increase | +27.16% | 1.56K shares | 42K | $40.7 | 7.33K |