TRADITION WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$1.28M
portfolio value
TRADITION 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 | Decrease | -1.40% | -451 shares | 16K | $40.22 | 31.83K |
| Q2 2022 | share | Decrease | -5.56% | -1.90K shares | -392K | $39.17 | 32.28K |
| Q1 2022 | share | Increase | +8.32% | 2.62K shares | 142K | $48.46 | 34.18K |
| Q4 2021 | share | Decrease | -0.61% | -195 shares | 40K | $48.1 | 31.55K |
| Q3 2021 | share | Increase | +0.36% | 115 shares | 41K | $46.23 | 31.75K |
| Q2 2021 | share | Increase | +0.02% | 7 shares | 197K | $44.92 | 31.63K |
| Q1 2021 | share | Increase | +60.60% | 11.93K shares | 642K | $38.67 | 31.62K |
| Q4 2020 | share | Increase | 0.00% | 19.69K shares | 594K | $29.78 | 19.69K |