VALEO FINANCIAL ADVISORS, LLC – Wells Fargo & Company Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$2.12M
portfolio value
VALEO FINANCIAL 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 | -1.90% | -1.02K shares | 16K | $40.22 | 52.93K |
| Q2 2022 | share | Decrease | -2.58% | -1.42K shares | -571K | $39.17 | 53.95K |
| Q1 2022 | share | Increase | +1.31% | 714 shares | 61K | $48.46 | 55.38K |
| Q4 2021 | share | Decrease | -0.75% | -412 shares | 67K | $48.1 | 54.67K |
| Q3 2021 | share | Increase | +11.71% | 5.77K shares | 323K | $46.23 | 55.08K |
| Q2 2021 | share | Decrease | -3.77% | -1.93K shares | 231K | $44.92 | 49.31K |
| Q1 2021 | share | Decrease | -1.10% | -572 shares | 438K | $38.67 | 51.24K |
| Q4 2020 | share | Decrease | -1.67% | -882 shares | 325K | $29.78 | 51.81K |
| Q3 2020 | share | Decrease | -24.30% | -16.91K shares | -543K | $23.09 | 52.69K |
| Q2 2020 | share | Decrease | -0.70% | -490 shares | -538K | $25.04 | 69.61K |
| Q1 2020 | share | Decrease | -5.96% | -4.44K shares | -1.69M | $27.52 | 70.10K |
| Q4 2019 | share | Decrease | -8.76% | -7.15K shares | -110K | $51.05 | 74.54K |
| Q3 2019 | share | Increase | +6.08% | 4.68K shares | 476K | $47.41 | 81.70K |
| Q2 2019 | share | Increase | +9.22% | 6.50K shares | 238K | $43.99 | 77.02K |
| Q1 2019 | share | Decrease | -3.81% | -2.79K shares | 29K | $44.49 | 70.51K |
| Q4 2018 | share | Decrease | -18.00% | -16.08K shares | -1.37M | $42.05 | 73.31K |
| Q3 2018 | share | Decrease | -4.33% | -4.04K shares | -630K | $47.57 | 89.40K |
| Q2 2018 | share | Increase | +8.68% | 7.46K shares | 880K | $49.81 | 93.45K |
| Q1 2018 | share | Decrease | -1.20% | -1.04K shares | -774K | $46.74 | 85.98K |
| Q4 2017 | share | Increase | +21.89% | 15.63K shares | 1.34M | $53.78 | 87.03K |
| Q3 2017 | share | Increase | 0.00% | 71.39K shares | 3.93M | $48.55 | 71.39K |