Wells Fargo & Company shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Bell & Brown Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 72k | 57.96 |
| 2023-12-31 | $4.7M | 95k | 49.22 |
| 2023-06-30 | $4.1M | 96k | 42.68 |
| 2023-03-31 | $2.7M | 72k | 37.38 |
| 2022-12-31 | $4.0M | 98k | 41.29 |
| 2022-09-30 | $2.9M | 72k | 40.23 |
| 2022-06-30 | $3.8M | 98k | 39.17 |
| 2022-03-31 | $4.8M | 100k | 48.46 |
| 2021-12-31 | $4.5M | 76k | 58.85 |
| 2021-09-30 | $3.5M | 75k | 46.41 |
| 2020-09-30 | $1.8M | 80k | 22.86 |
| 2020-06-30 | $1.9M | 77k | 24.48 |
| 2020-03-31 | $828k | 34k | 24.68 |
| 2019-12-31 | $1.5M | 31k | 48.17 |
| 2019-09-30 | $2.5M | 51k | 49.27 |
| 2019-06-30 | $2.4M | 51k | 47.32 |
| 2019-03-31 | $2.4M | 50k | 48.32 |
| 2018-12-31 | $5.5M | 119k | 46.08 |
| 2018-06-30 | $2.6M | 47k | 55.44 |
| 2018-03-31 | $1.4M | 27k | 51.80 |
| 2017-12-31 | $2.6M | 43k | 60.67 |
More positions owned by Bell & Brown Wealth Advisors
View all positions for Bell & Brown Wealth Advisors