9258 WEALTH MANAGEMENT, LLC – Raymond James Financial, Inc. Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$1.48M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
+10.52%
quarter
Raymond James Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 142K | $98.82 | 15.01K | |
| Q2 2022 | share | 0.00% | 0 shares | -308K | $89.41 | 15.01K | |
| Q1 2022 | share | 0.00% | 0 shares | 143K | $109.91 | 15.01K | |
| Q4 2021 | share | 0.00% | 0 shares | 122K | $101.02 | 15.01K | |
| Q3 2021 | share | Decrease | -0.01% | -1 shares | 85K | $92.28 | 15.01K |
| Q2 2021 | share | Decrease | -31.01% | -6.75K shares | -478K | $86.36 | 15.01K |
| Q1 2021 | share | Decrease | -0.20% | -43 shares | 387K | $81.23 | 21.76K |
| Q4 2020 | share | Increase | +0.20% | 43 shares | 282K | $62.95 | 21.80K |
| Q3 2020 | share | 0.00% | 0 shares | 110K | $47.87 | 21.76K | |
| Q2 2020 | share | Decrease | -6.22% | -1.44K shares | -19K | $45.06 | 21.76K |
| Q1 2020 | share | 0.00% | 0 shares | -366K | $41.15 | 23.20K | |
| Q4 2019 | share | 0.00% | 0 shares | 108K | $57.91 | 23.20K | |
| Q3 2019 | share | 0.00% | 0 shares | -32K | $53.16 | 23.20K | |
| Q2 2019 | share | 0.00% | 0 shares | 64K | $54.28 | 23.20K | |
| Q1 2019 | share | 0.00% | 0 shares | 93K | $51.42 | 23.20K | |
| Q4 2018 | share | Increase | 0.00% | 23.20K shares | 1.15M | $47.17 | 23.20K |