9258 WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$449,000
portfolio value
9258 WEALTH MANAGEMENT, 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 | Increase | +1.35% | 149 shares | 18K | $40.22 | 11.16K |
| Q2 2022 | share | Decrease | -3.18% | -362 shares | -120K | $39.17 | 11.01K |
| Q1 2022 | share | Decrease | -4.17% | -495 shares | -19K | $48.46 | 11.37K |
| Q4 2021 | share | Increase | +15.16% | 1.56K shares | 92K | $48.1 | 11.87K |
| Q3 2021 | share | Increase | +3.29% | 328 shares | 26K | $46.23 | 10.31K |
| Q2 2021 | share | Increase | +6.51% | 610 shares | 86K | $44.92 | 9.98K |
| Q1 2021 | share | Increase | +4.57% | 410 shares | 96K | $38.67 | 9.37K |
| Q4 2020 | share | Decrease | -30.78% | -3.98K shares | -8K | $29.78 | 8.96K |
| Q3 2020 | share | Decrease | -9.08% | -1.29K shares | -87K | $23.09 | 12.94K |
| Q2 2020 | share | Decrease | -3.01% | -442 shares | -52K | $25.04 | 14.24K |
| Q1 2020 | share | Decrease | -18.99% | -3.44K shares | -558K | $27.52 | 14.68K |
| Q4 2019 | share | Increase | +22.97% | 3.38K shares | 232K | $51.05 | 18.12K |
| Q3 2019 | share | Increase | +5.17% | 725 shares | 80K | $47.41 | 14.73K |
| Q2 2019 | share | Increase | +22.36% | 2.56K shares | 110K | $43.99 | 14.01K |
| Q1 2019 | share | Decrease | -5.74% | -698 shares | -7K | $44.49 | 11.45K |
| Q4 2018 | share | Increase | 0.00% | 12.15K shares | 560K | $42.05 | 12.15K |