HCR WEALTH ADVISORS – Wells Fargo & Company Transaction History
HCR WEALTH ADVISORS portfolio value:
$411,000
portfolio value
HCR WEALTH ADVISORS 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 | -0.53% | -54 shares | 9K | $40.22 | 10.21K |
| Q2 2022 | share | Decrease | -3.75% | -400 shares | -115K | $39.17 | 10.27K |
| Q1 2022 | share | Increase | +3.89% | 400 shares | 24K | $48.46 | 10.67K |
| Q4 2021 | share | 0.00% | 0 shares | 16K | $48.1 | 10.27K | |
| Q3 2021 | share | 0.00% | 0 shares | 12K | $46.23 | 10.27K | |
| Q2 2021 | share | Increase | +23.11% | 1.92K shares | 139K | $44.92 | 10.27K |
| Q1 2021 | share | Decrease | -43.99% | -6.55K shares | -124K | $38.67 | 8.34K |
| Q4 2020 | share | Decrease | -5.10% | -800 shares | 93K | $29.78 | 14.89K |
| Q3 2020 | share | Decrease | -5.99% | -1K shares | -66K | $23.09 | 15.69K |
| Q2 2020 | share | Decrease | -6.93% | -1.24K shares | -92K | $25.04 | 16.69K |
| Q1 2020 | share | Decrease | -20.95% | -4.75K shares | -706K | $27.52 | 17.93K |
| Q4 2019 | share | Increase | +12.56% | 2.53K shares | 196K | $51.05 | 22.69K |
| Q3 2019 | share | Increase | +21.33% | 3.54K shares | 239K | $47.41 | 20.16K |
| Q2 2019 | share | Decrease | -33.09% | -8.21K shares | -413K | $43.99 | 16.61K |
| Q1 2019 | share | Decrease | -38.39% | -15.47K shares | -658K | $44.49 | 24.83K |
| Q4 2018 | share | Decrease | -9.88% | -4.42K shares | -456K | $42.05 | 40.30K |
| Q3 2018 | share | Decrease | -9.11% | -4.48K shares | -437K | $47.57 | 44.72K |
| Q2 2018 | share | Decrease | -1.38% | -690 shares | 135K | $49.81 | 49.21K |
| Q1 2018 | share | Decrease | -0.41% | -206 shares | -425K | $46.74 | 49.90K |
| Q4 2017 | share | Increase | +0.35% | 175 shares | 286K | $53.78 | 50.10K |
| Q3 2017 | share | Decrease | -0.68% | -340 shares | -32K | $48.55 | 49.93K |
| Q2 2017 | share | Decrease | -1.22% | -620 shares | -47K | $48.43 | 50.27K |
| Q1 2017 | share | Decrease | -1.73% | -898 shares | -21K | $48.31 | 50.89K |
| Q4 2016 | share | Increase | 0.00% | 51.79K shares | 2.85M | $47.51 | 51.79K |