YORKBRIDGE WEALTH PARTNERS, LLC – Wells Fargo & Company Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$716,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, 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 | Decrease | -5.09% | -955 shares | -19K | $40.22 | 17.81K |
| Q2 2022 | share | Increase | +0.42% | 79 shares | -171K | $39.17 | 18.76K |
| Q1 2022 | share | Increase | +17.26% | 2.75K shares | 141K | $48.46 | 18.68K |
| Q4 2021 | share | Increase | +36.76% | 4.28K shares | 224K | $48.1 | 15.93K |
| Q3 2021 | share | Decrease | -0.03% | -4 shares | 13K | $46.23 | 11.65K |
| Q2 2021 | share | Increase | +4.79% | 533 shares | 93K | $44.92 | 11.65K |
| Q1 2021 | share | Increase | +9.17% | 934 shares | 127K | $38.67 | 11.12K |
| Q4 2020 | share | Decrease | -11.38% | -1.30K shares | 38K | $29.78 | 10.19K |
| Q3 2020 | share | Decrease | -27.57% | -4.37K shares | -136K | $23.09 | 11.49K |
| Q2 2020 | share | Decrease | -45.18% | -13.08K shares | -425K | $25.04 | 15.87K |
| Q1 2020 | share | Increase | +0.34% | 99 shares | -722K | $27.52 | 28.96K |
| Q4 2019 | share | Decrease | -6.56% | -2.02K shares | -5K | $51.05 | 28.86K |
| Q3 2019 | share | Increase | +4.18% | 1.23K shares | 155K | $47.41 | 30.89K |
| Q2 2019 | share | Decrease | -0.21% | -63 shares | -33K | $43.99 | 29.65K |
| Q1 2019 | share | Decrease | -2.48% | -756 shares | 32K | $44.49 | 29.71K |
| Q4 2018 | share | Decrease | -0.19% | -58 shares | -191K | $42.05 | 30.47K |
| Q3 2018 | share | Decrease | -1.34% | -415 shares | -121K | $47.57 | 30.53K |
| Q2 2018 | share | Decrease | -6.07% | -2K shares | -20K | $49.81 | 30.94K |
| Q1 2018 | share | Decrease | -4.93% | -1.70K shares | -279K | $46.74 | 32.94K |
| Q4 2017 | share | Decrease | -7.39% | -2.76K shares | -49K | $53.78 | 34.65K |
| Q3 2017 | share | Increase | +2.90% | 1.05K shares | 36K | $48.55 | 37.41K |
| Q2 2017 | share | Decrease | -0.82% | -300 shares | 28K | $48.43 | 36.36K |
| Q1 2017 | share | Increase | +2.37% | 850 shares | 115K | $48.31 | 36.66K |
| Q4 2016 | share | Increase | 0.00% | 35.81K shares | 1.88M | $47.51 | 35.81K |