MARCUM WEALTH, LLC – Wells Fargo & Company Transaction History
MARCUM WEALTH, LLC portfolio value:
$502,000
portfolio value
MARCUM WEALTH, 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 | +10.43% | 1.17K shares | 60K | $40.22 | 12.47K |
| Q2 2022 | share | Increase | +8.22% | 858 shares | -64K | $39.17 | 11.29K |
| Q1 2022 | share | Increase | +0.25% | 26 shares | 7K | $48.46 | 10.43K |
| Q4 2021 | share | Decrease | -3.74% | -404 shares | -3K | $48.1 | 10.41K |
| Q3 2021 | share | Increase | +21.20% | 1.89K shares | 98K | $46.23 | 10.81K |
| Q2 2021 | share | Increase | +12.48% | 990 shares | 94K | $44.92 | 8.92K |
| Q1 2021 | share | Increase | 0.00% | 7.93K shares | 310K | $38.67 | 7.93K |
| Q2 2020 | share | Decrease | -100.00% | -12.78K shares | -367K | $25.04 | 0 |
| Q1 2020 | share | Increase | +68.45% | 5.19K shares | -41K | $27.52 | 12.78K |
| Q4 2019 | share | Increase | 0.00% | 7.59K shares | 408K | $51.05 | 7.59K |