Heirloom Wealth Management WELLS FARGO CO NEW Transaction History

Heirloom Wealth Management

  • $279 Million
  • Q1 2024
Number of Shares
313
Previous 316 0.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
N/A
-3 Reduced 0.95%
313 $0
Q2 2023

Aug 08, 2023
SELL
N/A
-81 Reduced 20.4%
316 $0
Q1 2023

Apr 27, 2023
SELL
N/A
-5 Reduced 1.24%
397 $0
Q4 2022

Feb 01, 2023
BUY
N/A
402 New
402 $0
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