WILLOW CREEK WEALTH MANAGEMENT INC. – Wells Fargo & Company Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$408,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT 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 | +0.09% | 9 shares | 11K | $40.22 | 10.15K |
| Q2 2022 | share | Increase | 0.00% | 10.14K shares | 397K | $39.17 | 10.14K |
| Q1 2020 | share | Decrease | -100.00% | -4.21K shares | -227K | $27.52 | 0 |
| Q4 2019 | share | Decrease | -10.04% | -470 shares | -9K | $51.05 | 4.21K |
| Q3 2019 | share | 0.00% | 0 shares | 14K | $47.41 | 4.68K | |
| Q2 2019 | share | 0.00% | 0 shares | -4K | $43.99 | 4.68K | |
| Q1 2019 | share | 0.00% | 0 shares | 10K | $44.49 | 4.68K | |
| Q4 2018 | share | Increase | +10.22% | 434 shares | -7K | $42.05 | 4.68K |
| Q3 2018 | share | Decrease | -4.09% | -181 shares | -23K | $47.57 | 4.24K |
| Q2 2018 | share | Decrease | -71.99% | -11.38K shares | -583K | $49.81 | 4.42K |
| Q1 2018 | share | Increase | +13.93% | 1.93K shares | -13K | $46.74 | 15.81K |
| Q4 2017 | share | Decrease | -2.01% | -284 shares | 61K | $53.78 | 13.87K |
| Q3 2017 | share | Increase | +7.11% | 940 shares | 48K | $48.55 | 14.16K |
| Q2 2017 | share | Increase | +3.72% | 474 shares | 23K | $48.43 | 13.22K |
| Q1 2017 | share | Increase | +12.40% | 1.40K shares | 85K | $48.31 | 12.74K |
| Q4 2016 | share | Decrease | -0.41% | -47 shares | 121K | $47.51 | 11.34K |
| Q3 2016 | share | 0.00% | 0 shares | -35K | $37.86 | 11.39K | |
| Q2 2016 | share | Decrease | -2.72% | -319 shares | -27K | $40.15 | 11.39K |
| Q1 2016 | share | Increase | +14.52% | 1.48K shares | 10K | $40.7 | 11.70K |