HERITAGE WEALTH ADVISORS – Wells Fargo & Company Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$181,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | -31.85% | -2.1K shares | -77K | $40.22 | 4.49K |
| Q2 2022 | share | Increase | +404.82% | 5.28K shares | 195K | $39.17 | 6.59K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $48.46 | 1.30K | |
| Q4 2021 | share | 0.00% | 0 shares | 2.05K | $48.1 | 1.30K | |
| Q3 2021 | share | 0.00% | 0 shares | 1.46K | $46.23 | 1.30K | |
| Q2 2021 | share | 0.00% | 0 shares | 8.12K | $44.92 | 1.30K | |
| Q1 2021 | share | Decrease | -0.08% | -1 shares | 12.02K | $38.67 | 1.30K |
| Q4 2020 | share | Decrease | -53.27% | -1.49K shares | -26.75K | $29.78 | 1.30K |
| Q3 2020 | share | 0.00% | 0 shares | -5.84K | $23.09 | 2.79K | |
| Q2 2020 | share | Decrease | -26.34% | -1K shares | -37.37K | $25.04 | 2.79K |
| Q1 2020 | share | Decrease | -17.74% | -819 shares | -139.36K | $27.52 | 3.79K |
| Q4 2019 | share | Increase | +21.57% | 819 shares | 57.34K | $51.05 | 4.61K |
| Q3 2019 | share | Decrease | -19.28% | -907 shares | -31.61K | $47.41 | 3.79K |
| Q2 2019 | share | Increase | +23.89% | 907 shares | 39.14K | $43.99 | 4.70K |
| Q1 2019 | share | 0.00% | 0 shares | 9.47K | $44.49 | 3.79K | |
| Q4 2018 | share | Decrease | -0.89% | -34 shares | -27K | $42.05 | 3.79K |
| Q3 2018 | share | 0.00% | 0 shares | -12K | $47.57 | 3.83K | |
| Q2 2018 | share | Decrease | -87.98% | -28.03K shares | -1.46M | $49.81 | 3.83K |
| Q1 2018 | share | Increase | +13.77% | 3.85K shares | -21K | $46.74 | 31.86K |
| Q4 2017 | share | Increase | +3.29% | 892 shares | 199K | $53.78 | 28.00K |
| Q3 2017 | share | Increase | +12.56% | 3.02K shares | 159K | $48.55 | 27.11K |
| Q2 2017 | share | Decrease | -3.16% | -787 shares | -50K | $48.43 | 24.09K |
| Q1 2017 | share | Increase | +7.87% | 1.81K shares | 113K | $48.31 | 24.87K |
| Q4 2016 | share | Increase | +13.53% | 2.74K shares | 374K | $47.51 | 23.06K |
| Q3 2016 | share | Increase | +26.27% | 4.22K shares | 141K | $37.86 | 20.31K |
| Q2 2016 | share | Increase | +93.89% | 7.79K shares | 359K | $40.15 | 16.08K |
| Q1 2016 | share | Increase | +19.02% | 1.32K shares | 17K | $40.7 | 8.29K |