BERNARDO WEALTH PLANNING LLC – Wells Fargo & Company Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$270,000
portfolio value
BERNARDO WEALTH PLANNING 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 | 34K | $40.22 | 6.02K | |
| Q2 2022 | share | 0.00% | 0 shares | -56K | $39.17 | 6.02K | |
| Q4 2021 | share | Decrease | -100.00% | -4.37K shares | -203K | $48.1 | 0 |
| Q3 2021 | share | Increase | 0.00% | 4.37K shares | 203K | $46.23 | 4.37K |
| Q1 2021 | share | Decrease | -100.00% | -8.86K shares | -267K | $38.67 | 0 |
| Q4 2020 | share | Increase | 0.00% | 8.86K shares | 267K | $29.78 | 8.86K |
| Q2 2020 | share | Decrease | -100.00% | -7.19K shares | -206K | $25.04 | 0 |
| Q1 2020 | share | Increase | +10.98% | 712 shares | -143K | $27.52 | 7.19K |
| Q4 2019 | share | Decrease | -9.02% | -643 shares | -10K | $51.05 | 6.48K |
| Q3 2019 | share | Decrease | -3.32% | -245 shares | 10K | $47.41 | 7.13K |
| Q2 2019 | share | Decrease | -20.57% | -1.91K shares | -100K | $43.99 | 7.37K |
| Q1 2019 | share | Decrease | -7.05% | -704 shares | -11K | $44.49 | 9.28K |
| Q4 2018 | share | Increase | 0.00% | 9.98K shares | 460K | $42.05 | 9.98K |