LIVE OAK PRIVATE WEALTH LLC – Wells Fargo & Company Transaction History
LIVE OAK PRIVATE WEALTH LLC portfolio value:
$8.02M
portfolio value
LIVE OAK PRIVATE 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 | +54.18% | 70.15K shares | 2.95M | $40.22 | 199.63K |
| Q2 2022 | share | Increase | +7.19% | 8.68K shares | -782K | $39.17 | 129.48K |
| Q1 2022 | share | Increase | +7.78% | 8.72K shares | 476K | $48.46 | 120.80K |
| Q4 2021 | share | Increase | +8.72% | 8.98K shares | 594K | $48.1 | 112.07K |
| Q3 2021 | share | Increase | +6.74% | 6.50K shares | 410K | $46.23 | 103.09K |
| Q2 2021 | share | Increase | +11.77% | 10.16K shares | 998K | $44.92 | 96.58K |
| Q1 2021 | share | Increase | +10.11% | 7.93K shares | 1.00M | $38.67 | 86.41K |
| Q4 2020 | share | Increase | +2.04% | 1.57K shares | 561K | $29.78 | 78.48K |
| Q3 2020 | share | Decrease | -50.37% | -78.05K shares | -2.15M | $23.09 | 76.91K |
| Q2 2020 | share | Increase | +48.01% | 50.26K shares | 962K | $25.04 | 154.96K |
| Q1 2020 | share | Increase | +217.25% | 71.69K shares | 1.23M | $27.52 | 104.69K |
| Q4 2019 | share | Increase | 0.00% | 33K shares | 1.77M | $51.05 | 33K |