HERITAGE WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$579,000
portfolio value
HERITAGE 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 | Increase | +1.67% | 237 shares | 24.73K | $40.22 | 14.38K |
| Q2 2022 | share | Increase | +0.13% | 18 shares | -130.73K | $39.17 | 14.15K |
| Q1 2022 | share | Increase | +12.12% | 1.52K shares | 100K | $48.46 | 14.13K |
| Q3 2021 | share | Decrease | -1.45% | -186 shares | 6K | $46.23 | 12.60K |
| Q2 2021 | share | Increase | 0.00% | 12.79K shares | 579K | $44.92 | 12.79K |