LYELL WEALTH MANAGEMENT, LP – Wells Fargo & Company Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$365,000
portfolio value
LYELL 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 | +0.25% | 23 shares | 10K | $40.22 | 9.07K |
| Q2 2022 | share | Decrease | -8.12% | -800 shares | -122K | $39.17 | 9.05K |
| Q1 2022 | share | Increase | 0.00% | 9.85K shares | 477K | $48.46 | 9.85K |
| Q3 2021 | share | Decrease | -100.00% | -4.89K shares | -221K | $46.23 | 0 |
| Q2 2021 | share | Increase | 0.00% | 4.89K shares | 221K | $44.92 | 4.89K |
| Q1 2020 | share | Decrease | -100.00% | -5.62K shares | -302K | $27.52 | 0 |
| Q4 2019 | share | Increase | +0.16% | 9 shares | 19K | $51.05 | 5.62K |
| Q3 2019 | share | 0.00% | 0 shares | 17K | $47.41 | 5.61K | |
| Q2 2019 | share | Decrease | -17.92% | -1.22K shares | -64K | $43.99 | 5.61K |
| Q1 2019 | share | Decrease | -10.65% | -815 shares | -23K | $44.49 | 6.83K |
| Q4 2018 | share | Decrease | -12.07% | -1.05K shares | -104K | $42.05 | 7.65K |
| Q3 2018 | share | 0.00% | 0 shares | -25K | $47.57 | 8.70K | |
| Q2 2018 | share | Increase | +21.59% | 1.54K shares | 107K | $49.81 | 8.70K |
| Q1 2018 | share | Decrease | -9.43% | -745 shares | -104K | $46.74 | 7.15K |
| Q4 2017 | share | Decrease | -3.95% | -325 shares | 25K | $53.78 | 7.90K |
| Q3 2017 | share | Decrease | -23.03% | -2.46K shares | -138K | $48.55 | 8.22K |
| Q2 2017 | share | Increase | +4.53% | 463 shares | 23K | $48.43 | 10.68K |
| Q1 2017 | share | Decrease | -47.92% | -9.40K shares | -513K | $48.31 | 10.22K |
| Q4 2016 | share | Increase | 0.00% | 19.63K shares | 1.08M | $47.51 | 19.63K |