BERGANKDV WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$5.78M
portfolio value
BERGANKDV WEALTH MANAGEMENT, 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 | Increase | +36.44% | 38.44K shares | 1.65M | $40.22 | 143.92K |
| Q2 2022 | share | Increase | +0.01% | 15 shares | -979K | $39.17 | 105.48K |
| Q1 2022 | share | Decrease | -0.48% | -510 shares | 26K | $48.46 | 105.46K |
| Q4 2021 | share | Decrease | -11.31% | -13.51K shares | -460K | $48.1 | 105.97K |
| Q3 2021 | share | Increase | +70.25% | 49.30K shares | 2.36M | $46.23 | 119.48K |
| Q2 2021 | share | Increase | +0.42% | 291 shares | 448K | $44.92 | 70.18K |
| Q1 2021 | share | Decrease | -32.09% | -33.02K shares | -375K | $38.67 | 69.89K |
| Q4 2020 | share | Decrease | -4.12% | -4.42K shares | 583K | $29.78 | 102.91K |
| Q3 2020 | share | Decrease | -2.89% | -3.19K shares | -306K | $23.09 | 107.33K |
| Q2 2020 | share | Decrease | -1.27% | -1.42K shares | -384K | $25.04 | 110.52K |
| Q1 2020 | share | Increase | +2.15% | 2.35K shares | -2.68M | $27.52 | 111.94K |
| Q4 2019 | share | Increase | +0.41% | 445 shares | 390K | $51.05 | 109.59K |
| Q3 2019 | share | Increase | +0.80% | 868 shares | 382K | $47.41 | 109.15K |
| Q2 2019 | share | Decrease | -14.66% | -18.59K shares | -1.00M | $43.99 | 108.28K |
| Q1 2019 | share | Decrease | -4.28% | -5.66K shares | 23K | $44.49 | 126.88K |
| Q4 2018 | share | Increase | +0.64% | 849 shares | -814K | $42.05 | 132.55K |
| Q3 2018 | share | Increase | +2.43% | 3.12K shares | -207K | $47.57 | 131.70K |
| Q2 2018 | share | Increase | +3.40% | 4.22K shares | 611K | $49.81 | 128.58K |
| Q1 2018 | share | Decrease | -0.73% | -916 shares | -1.08M | $46.74 | 124.35K |
| Q4 2017 | share | Decrease | -3.45% | -4.47K shares | 445K | $53.78 | 125.27K |
| Q3 2017 | share | Increase | +9.32% | 11.05K shares | 579K | $48.55 | 129.74K |
| Q2 2017 | share | Increase | +154.29% | 72.01K shares | 3.97M | $48.43 | 118.68K |
| Q1 2017 | share | Decrease | -0.74% | -350 shares | 6K | $48.31 | 46.67K |
| Q4 2016 | share | Increase | +1.88% | 866 shares | 548K | $47.51 | 47.02K |
| Q3 2016 | share | Decrease | -18.85% | -10.71K shares | -648K | $37.86 | 46.15K |
| Q2 2016 | share | Decrease | -0.53% | -305 shares | -73K | $40.15 | 56.87K |
| Q1 2016 | share | Increase | 0.00% | 57.18K shares | 2.76M | $40.7 | 57.18K |