MARKS GROUP WEALTH MANAGEMENT, INC – Wells Fargo & Company Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$1.67M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC 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 | +14.48% | 5.27K shares | 251K | $40.22 | 41.66K |
| Q2 2022 | share | Increase | +28.09% | 7.98K shares | 48K | $39.17 | 36.39K |
| Q1 2022 | share | Increase | +21.47% | 5.02K shares | 252K | $48.46 | 28.41K |
| Q4 2021 | share | Increase | +19.34% | 3.79K shares | -71K | $48.1 | 23.39K |
| Q3 2021 | share | Increase | +21.05% | 3.40K shares | 174K | $46.23 | 19.60K |
| Q2 2021 | share | Decrease | -7.51% | -1.31K shares | 53K | $44.92 | 16.19K |
| Q1 2021 | share | Increase | +16.78% | 2.51K shares | 229K | $38.67 | 17.50K |
| Q4 2020 | share | Decrease | -39.97% | -9.98K shares | -135K | $29.78 | 14.99K |
| Q3 2020 | share | Increase | +3.67% | 885 shares | -34K | $23.09 | 24.97K |
| Q2 2020 | share | Increase | +28.31% | 5.31K shares | 81K | $25.04 | 24.09K |
| Q1 2020 | share | Increase | +12.99% | 2.15K shares | -354K | $27.52 | 18.77K |
| Q4 2019 | share | Increase | 0.00% | 16.61K shares | 894K | $51.05 | 16.61K |