BURT WEALTH ADVISORS – Wells Fargo & Company Transaction History
BURT WEALTH ADVISORS portfolio value:
$206,000
portfolio value
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 5.11K shares | 206K | $40.22 | 5.11K |
| Q2 2022 | share | Decrease | -100.00% | -5.07K shares | -246K | $39.17 | 0 |
| Q1 2022 | share | 0.00% | 0 shares | 3K | $48.46 | 5.07K | |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $48.1 | 5.07K | |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $46.23 | 5.07K | |
| Q2 2021 | share | Increase | 0.00% | 5.07K shares | 230K | $44.92 | 5.07K |
| Q1 2021 | share | Decrease | -100.00% | -5.07K shares | -153K | $38.67 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | 34K | $29.78 | 5.07K | |
| Q3 2020 | share | Decrease | -0.43% | -22 shares | -11K | $23.09 | 5.07K |
| Q2 2020 | share | Decrease | -17.76% | -1.1K shares | -48K | $25.04 | 5.09K |
| Q1 2020 | share | 0.00% | 0 shares | -155K | $27.52 | 6.19K | |
| Q4 2019 | share | 0.00% | 0 shares | 21K | $51.05 | 6.19K | |
| Q3 2019 | share | 0.00% | 0 shares | 19K | $47.41 | 6.19K | |
| Q2 2019 | share | Decrease | -1.90% | -120 shares | -12K | $43.99 | 6.19K |
| Q1 2019 | share | Increase | +1.94% | 120 shares | 20K | $44.49 | 6.31K |
| Q4 2018 | share | 0.00% | 0 shares | -40K | $42.05 | 6.19K | |
| Q3 2018 | share | 0.00% | 0 shares | -18K | $47.57 | 6.19K | |
| Q2 2018 | share | 0.00% | 0 shares | 18K | $49.81 | 6.19K | |
| Q1 2018 | share | 0.00% | 0 shares | -51K | $46.74 | 6.19K | |
| Q4 2017 | share | Increase | +18.73% | 977 shares | 88K | $53.78 | 6.19K |
| Q3 2017 | share | Increase | +17.61% | 781 shares | 43K | $48.55 | 5.21K |
| Q2 2017 | share | 0.00% | 0 shares | -2K | $48.43 | 4.43K | |
| Q1 2017 | share | Decrease | -4.32% | -200 shares | -8K | $48.31 | 4.43K |
| Q4 2016 | share | 0.00% | 0 shares | 50K | $47.51 | 4.63K | |
| Q3 2016 | share | 0.00% | 0 shares | -14K | $37.86 | 4.63K | |
| Q2 2016 | share | Decrease | -3.56% | -171 shares | -13K | $40.15 | 4.63K |
| Q1 2016 | share | Increase | +5.14% | 235 shares | -16K | $40.7 | 4.80K |