ULLMANN WEALTH PARTNERS GROUP, LLC – Wells Fargo & Company Transaction History
ULLMANN WEALTH PARTNERS GROUP, LLC portfolio value:
$245,000
portfolio value
ULLMANN WEALTH PARTNERS GROUP, 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 | 0.00% | 0 shares | 7K | $40.22 | 6.08K | |
| Q2 2022 | share | Decrease | -12.62% | -878 shares | -99K | $39.17 | 6.08K |
| Q1 2022 | share | Increase | +0.53% | 37 shares | 5K | $48.46 | 6.95K |
| Q4 2021 | share | 0.00% | 0 shares | 11K | $48.1 | 6.92K | |
| Q3 2021 | share | Increase | +16.65% | 988 shares | 52K | $46.23 | 6.92K |
| Q2 2021 | share | 0.00% | 0 shares | 37K | $44.92 | 5.93K | |
| Q1 2021 | share | Increase | 0.00% | 5.93K shares | 232K | $38.67 | 5.93K |
| Q1 2020 | share | Decrease | -100.00% | -5.00K shares | -269K | $27.52 | 0 |
| Q4 2019 | share | Decrease | -9.09% | -500 shares | -9K | $51.05 | 5.00K |
| Q3 2019 | share | 0.00% | 0 shares | 18K | $47.41 | 5.50K | |
| Q2 2019 | share | 0.00% | 0 shares | -6K | $43.99 | 5.50K | |
| Q1 2019 | share | 0.00% | 0 shares | 12K | $44.49 | 5.50K | |
| Q4 2018 | share | 0.00% | 0 shares | -35K | $42.05 | 5.50K | |
| Q3 2018 | share | 0.00% | 0 shares | -16K | $47.57 | 5.50K | |
| Q2 2018 | share | 0.00% | 0 shares | 17K | $49.81 | 5.50K | |
| Q1 2018 | share | Decrease | -11.29% | -700 shares | -96K | $46.74 | 5.50K |
| Q4 2017 | share | Increase | 0.00% | 6.20K shares | 384K | $53.78 | 6.20K |
| Q3 2017 | share | Decrease | -100.00% | -7.47K shares | -414K | $48.55 | 0 |
| Q2 2017 | share | Increase | +4.18% | 300 shares | 15K | $48.43 | 7.47K |
| Q1 2017 | share | Increase | 0.00% | 7.17K shares | 399K | $48.31 | 7.17K |