WIPFLI FINANCIAL ADVISORS LLC, – Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$6.72M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.35% | -2.90K shares | -430.95K | $55.81 | 120.54K |
| Q2 2022 | share | Decrease | -27.64% | -47.16K shares | -5.60M | $57.99 | 123.45K |
| Q1 2022 | share | Decrease | -3.42% | -6.03K shares | -1.69M | $74.82 | 170.61K |
| Q4 2021 | share | Increase | +77.32% | 77.03K shares | -289.59K | $165.03 | 176.65K |
| Q3 2021 | share | Increase | +96.63% | 97.91K shares | -37.39K | $148.09 | 199.25K |
| Q2 2021 | share | Increase | +87.77% | 94.73K shares | 782.78K | $145.82 | 202.67K |
| Q1 2021 | share | Increase | +115.45% | 115.67K shares | 1.14M | $129.53 | 215.87K |
| Q4 2020 | share | Increase | 0.00% | 200.39K shares | 12.86M | $128.03 | 200.39K |