KEUDELL/MORRISON WEALTH MANAGEMENT – Wells Fargo & Company Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$662,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | -0.40% | -66 shares | 15K | $40.22 | 16.45K |
| Q2 2022 | share | Increase | +1.82% | 296 shares | -139K | $39.17 | 16.51K |
| Q1 2022 | share | Decrease | -0.45% | -74 shares | 4K | $48.46 | 16.22K |
| Q4 2021 | share | Decrease | -5.74% | -992 shares | -20K | $48.1 | 16.29K |
| Q3 2021 | share | Decrease | -8.35% | -1.57K shares | -52K | $46.23 | 17.28K |
| Q2 2021 | share | Increase | +2.38% | 439 shares | 134K | $44.92 | 18.86K |
| Q1 2021 | share | Increase | +4.18% | 739 shares | 186K | $38.67 | 18.42K |
| Q4 2020 | share | Increase | +3.16% | 541 shares | 131K | $29.78 | 17.68K |
| Q3 2020 | share | Increase | +2.94% | 489 shares | -23K | $23.09 | 17.14K |
| Q2 2020 | share | Decrease | -4.94% | -865 shares | -77K | $25.04 | 16.65K |
| Q1 2020 | share | Increase | +3.11% | 528 shares | -411K | $27.52 | 17.51K |
| Q4 2019 | share | Increase | +1.04% | 175 shares | 66K | $51.05 | 16.98K |
| Q3 2019 | share | Decrease | -2.66% | -459 shares | 57K | $47.41 | 16.81K |
| Q2 2019 | share | Increase | +4.77% | 787 shares | -6K | $43.99 | 17.27K |
| Q1 2019 | share | Increase | 0.00% | 16.48K shares | 797K | $44.49 | 16.48K |