LIBERTY WEALTH MANAGEMENT LLC – Wells Fargo & Company Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$507,000
portfolio value
LIBERTY 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 | +0.61% | 77 shares | 16K | $40.22 | 12.62K |
| Q2 2022 | share | Increase | +1.85% | 228 shares | -106K | $39.17 | 12.54K |
| Q1 2022 | share | Increase | +0.28% | 34 shares | 8K | $48.46 | 12.32K |
| Q4 2021 | share | Decrease | -0.83% | -103 shares | 14K | $48.1 | 12.28K |
| Q3 2021 | share | Increase | +0.29% | 36 shares | 16K | $46.23 | 12.38K |
| Q2 2021 | share | Increase | +26.88% | 2.61K shares | 268K | $44.92 | 12.35K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $38.67 | 9.73K | |
| Q4 2020 | share | Decrease | -14.24% | -1.61K shares | 24K | $29.78 | 9.73K |
| Q3 2020 | share | Increase | 0.00% | 11.35K shares | 267K | $23.09 | 11.35K |
| Q3 2019 | share | Decrease | -100.00% | -11.11K shares | -526K | $47.41 | 0 |
| Q2 2019 | share | Increase | +50.44% | 3.72K shares | 170K | $43.99 | 11.11K |
| Q1 2019 | share | Decrease | -2.71% | -206 shares | 7K | $44.49 | 7.38K |
| Q4 2018 | share | Increase | 0.00% | 7.59K shares | 349K | $42.05 | 7.59K |