MISSION WEALTH MANAGEMENT, LP – Wells Fargo & Company Transaction History
MISSION WEALTH MANAGEMENT, LP portfolio value:
$2.99M
portfolio value
MISSION WEALTH MANAGEMENT, LP 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 | +0.59% | 434 shares | 95K | $40.22 | 74.46K |
| Q2 2022 | share | Increase | +3.59% | 2.56K shares | -563K | $39.17 | 74.03K |
| Q1 2022 | share | Decrease | -0.78% | -565 shares | 7K | $48.46 | 71.46K |
| Q4 2021 | share | Decrease | -0.45% | -325 shares | 98K | $48.1 | 72.02K |
| Q3 2021 | share | Decrease | -1.20% | -878 shares | 41K | $46.23 | 72.35K |
| Q2 2021 | share | Increase | +35.28% | 19.09K shares | 1.20M | $44.92 | 73.22K |
| Q1 2021 | share | Increase | +0.99% | 529 shares | 497K | $38.67 | 54.13K |
| Q4 2020 | share | Increase | +6.29% | 3.17K shares | 432K | $29.78 | 53.60K |
| Q3 2020 | share | Decrease | -10.42% | -5.86K shares | -255K | $23.09 | 50.42K |
| Q2 2020 | share | Increase | +12.23% | 6.13K shares | 1K | $25.04 | 56.29K |
| Q1 2020 | share | Decrease | -6.55% | -3.51K shares | -1.44M | $27.52 | 50.16K |
| Q4 2019 | share | Increase | +0.15% | 82 shares | 185K | $51.05 | 53.67K |
| Q3 2019 | share | Decrease | -2.46% | -1.35K shares | 103K | $47.41 | 53.59K |
| Q2 2019 | share | Decrease | -2.91% | -1.64K shares | -135K | $43.99 | 54.94K |
| Q1 2019 | share | Increase | +2.83% | 1.55K shares | 199K | $44.49 | 56.59K |
| Q4 2018 | share | Decrease | -0.48% | -267 shares | -371K | $42.05 | 55.03K |
| Q3 2018 | share | Decrease | -5.26% | -3.07K shares | -329K | $47.57 | 55.3K |
| Q2 2018 | share | Decrease | -0.54% | -318 shares | 160K | $49.81 | 58.37K |
| Q1 2018 | share | Increase | +1.34% | 777 shares | -438K | $46.74 | 58.69K |
| Q4 2017 | share | Decrease | -1.86% | -1.09K shares | 260K | $53.78 | 57.91K |
| Q3 2017 | share | Decrease | -2.60% | -1.57K shares | -103K | $48.55 | 59.01K |
| Q2 2017 | share | Increase | +3.07% | 1.80K shares | 85K | $48.43 | 60.58K |
| Q1 2017 | share | Decrease | -0.46% | -271 shares | 18K | $48.31 | 58.77K |
| Q4 2016 | share | Increase | +4.81% | 2.71K shares | 759K | $47.51 | 59.05K |
| Q3 2016 | share | Decrease | -0.20% | -111 shares | -177K | $37.86 | 56.34K |
| Q2 2016 | share | Increase | +3.88% | 2.11K shares | 44K | $40.15 | 56.45K |
| Q1 2016 | share | Increase | +1.38% | 741 shares | -286K | $40.7 | 54.34K |