SUMMIT TRAIL ADVISORS, LLC – Wells Fargo & Company Transaction History
SUMMIT TRAIL ADVISORS, LLC portfolio value:
$723,000
portfolio value
SUMMIT TRAIL ADVISORS, 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 | -18.67% | -4.12K shares | -143K | $40.22 | 17.98K |
| Q2 2022 | share | Increase | +50.26% | 7.39K shares | 153K | $39.17 | 22.11K |
| Q1 2022 | share | Increase | +107.93% | 7.63K shares | 373K | $48.46 | 14.71K |
| Q4 2021 | share | Decrease | -20.23% | -1.79K shares | -72K | $48.1 | 7.07K |
| Q3 2021 | share | Increase | +19.62% | 1.45K shares | 76K | $46.23 | 8.87K |
| Q2 2021 | share | Increase | +5.79% | 406 shares | 62K | $44.92 | 7.41K |
| Q1 2021 | share | Decrease | -4.43% | -325 shares | 53K | $38.67 | 7.01K |
| Q4 2020 | share | Increase | 0.00% | 7.33K shares | 221K | $29.78 | 7.33K |
| Q2 2018 | share | Decrease | -100.00% | -20.86K shares | -1.06M | $49.81 | 0 |
| Q1 2018 | share | Increase | +2.31% | 471 shares | -256K | $46.74 | 20.86K |
| Q4 2017 | share | Increase | 0.00% | 20.39K shares | 1.32M | $53.78 | 20.39K |