WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$559,000
portfolio value
WALLED LAKE PLANNING & 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 | 0.00% | 0 shares | 14K | $40.22 | 13.90K | |
| Q2 2022 | share | 0.00% | 0 shares | -129K | $39.17 | 13.90K | |
| Q1 2022 | share | Increase | +1.78% | 243 shares | 18K | $48.46 | 13.90K |
| Q4 2021 | share | 0.00% | 0 shares | 22K | $48.1 | 13.66K | |
| Q3 2021 | share | 0.00% | 0 shares | 15K | $46.23 | 13.66K | |
| Q2 2021 | share | 0.00% | 0 shares | 85K | $44.92 | 13.66K | |
| Q1 2021 | share | 0.00% | 0 shares | 122K | $38.67 | 13.66K | |
| Q4 2020 | share | 0.00% | 0 shares | 91K | $29.78 | 13.66K | |
| Q3 2020 | share | 0.00% | 0 shares | -29K | $23.09 | 13.66K | |
| Q2 2020 | share | 0.00% | 0 shares | -42K | $25.04 | 13.66K | |
| Q1 2020 | share | 0.00% | 0 shares | -343K | $27.52 | 13.66K | |
| Q4 2019 | share | Increase | 0.00% | 13.66K shares | 735K | $51.05 | 13.66K |