DOUGHERTY WEALTH ADVISERS LLC – Wells Fargo & Company Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$39,000
portfolio value
DOUGHERTY WEALTH ADVISERS 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 | -18.92% | -225 shares | -8K | $40.22 | 964 |
| Q2 2022 | share | 0.00% | 0 shares | -11K | $39.17 | 1.18K | |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $48.46 | 1.18K | |
| Q4 2021 | share | Decrease | -9.38% | -123 shares | -4K | $48.1 | 1.18K |
| Q3 2021 | share | Decrease | -5.41% | -75 shares | -2K | $46.23 | 1.31K |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $44.92 | 1.38K | |
| Q1 2021 | share | 0.00% | 0 shares | 12K | $38.67 | 1.38K | |
| Q4 2020 | share | Decrease | -22.38% | -400 shares | 0 | $29.78 | 1.38K |
| Q3 2020 | share | Decrease | -64.51% | -3.24K shares | -87K | $23.09 | 1.78K |
| Q2 2020 | share | 0.00% | 0 shares | -16K | $25.04 | 5.03K | |
| Q1 2020 | share | 0.00% | 0 shares | -126K | $27.52 | 5.03K | |
| Q4 2019 | share | Decrease | -3.54% | -185 shares | 8K | $51.05 | 5.03K |
| Q3 2019 | share | Decrease | -29.69% | -2.20K shares | -88K | $47.41 | 5.22K |
| Q2 2019 | share | 0.00% | 0 shares | -8K | $43.99 | 7.42K | |
| Q1 2019 | share | 0.00% | 0 shares | 2K | $44.49 | 7.42K | |
| Q4 2018 | share | Increase | 0.00% | 7.42K shares | 357K | $42.05 | 7.42K |