ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$1.83M
portfolio value
ROBERTSON STEPHENS 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 | Decrease | -27.08% | -16.95K shares | -616K | $40.22 | 45.65K |
| Q2 2022 | share | Increase | +3.84% | 2.31K shares | -470K | $39.17 | 62.61K |
| Q1 2022 | share | Increase | +94.46% | 29.28K shares | 1.43M | $48.46 | 60.29K |
| Q4 2021 | share | Increase | 0.00% | 31.00K shares | 1.48M | $48.1 | 31.00K |
| Q1 2021 | share | Decrease | -100.00% | -21.22K shares | -640K | $38.67 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | 142K | $29.78 | 21.22K | |
| Q3 2020 | share | Increase | 0.00% | 21.22K shares | 498K | $23.09 | 21.22K |
| Q2 2020 | share | Decrease | -100.00% | -10.49K shares | -301K | $25.04 | 0 |
| Q1 2020 | share | 0.00% | 0 shares | -263K | $27.52 | 10.49K | |
| Q4 2019 | share | Decrease | -10.27% | -1.2K shares | -26K | $51.05 | 10.49K |
| Q3 2019 | share | Increase | 0.00% | 11.69K shares | 590K | $47.41 | 11.69K |