Surevest, LLC WELLS FARGO CO NEW Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022
Number of Shares
1,716
Previous 1,631 5.21%
Holding current value
$2.07 Million
Previous $1.98 Million 4.24%
% of portfolio
0.56%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
N/A
85 Added 5.21%
1,716 $2.07 Million
Q2 2022

Aug 15, 2022
BUY
N/A
1,631 New
1,631 $1.98 Million
Q1 2022

May 16, 2022
SELL
N/A
-2,074 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
2,074 New
2,074 $3.09 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-1,609 Closed
0 $0
Q3 2020

Oct 16, 2020
BUY
N/A
11 Added 0.69%
1,609 $2.16 Million
Q2 2020

Jul 15, 2020
BUY
N/A
163 Added 11.36%
1,598 $2.07 Million
Q1 2020

Apr 16, 2020
BUY
N/A
778 Added 118.42%
1,435 $1.83 Million
Q4 2019

Jan 14, 2020
BUY
N/A
1 Added 0.15%
657 $953,000
Q3 2019

Oct 15, 2019
BUY
N/A
234 Added 55.45%
656 $999,000
Q2 2019

Jul 10, 2019
BUY
N/A
422 New
422 $576,000
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email