PINNACLE WEALTH PLANNING SERVICES, INC. – Wells Fargo & Company Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$662,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. 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 | Increase | +47.28% | 5.28K shares | 224K | $40.22 | 16.45K |
| Q2 2022 | share | Decrease | -30.06% | -4.80K shares | -336K | $39.17 | 11.17K |
| Q1 2022 | share | Increase | +19.49% | 2.60K shares | 133K | $48.46 | 15.97K |
| Q4 2021 | share | Increase | +23.01% | 2.50K shares | 137K | $48.1 | 13.37K |
| Q3 2021 | share | Increase | +1.30% | 140 shares | 18K | $46.23 | 10.86K |
| Q2 2021 | share | Decrease | -48.50% | -10.10K shares | -328K | $44.92 | 10.72K |
| Q1 2021 | share | Increase | +17.34% | 3.07K shares | 278K | $38.67 | 20.83K |
| Q4 2020 | share | Decrease | -5.20% | -974 shares | 96K | $29.78 | 17.75K |
| Q3 2020 | share | Increase | +32.67% | 4.61K shares | 79K | $23.09 | 18.72K |
| Q2 2020 | share | Decrease | -18.72% | -3.25K shares | -136K | $25.04 | 14.11K |
| Q1 2020 | share | Increase | +16.74% | 2.49K shares | -303K | $27.52 | 17.36K |
| Q4 2019 | share | Increase | +6.45% | 901 shares | 96K | $51.05 | 14.87K |
| Q3 2019 | share | Increase | +32.80% | 3.45K shares | 206K | $47.41 | 13.97K |
| Q2 2019 | share | Decrease | -20.63% | -2.73K shares | -142K | $43.99 | 10.52K |
| Q1 2019 | share | Increase | +34.73% | 3.41K shares | 187K | $44.49 | 13.26K |
| Q4 2018 | share | Decrease | -28.52% | -3.92K shares | -270K | $42.05 | 9.84K |
| Q3 2018 | share | Increase | +9.92% | 1.24K shares | 28K | $47.57 | 13.76K |
| Q2 2018 | share | Increase | +18.80% | 1.98K shares | 143K | $49.81 | 12.52K |
| Q1 2018 | share | Increase | +214.56% | 7.19K shares | 349K | $46.74 | 10.54K |
| Q4 2017 | share | Increase | 0.00% | 3.35K shares | 203K | $53.78 | 3.35K |