Wells Fargo & Company shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $297k | 5.1k | 57.96 |
2023-12-31 | $252k | 5.1k | 49.22 |
2023-09-30 | $209k | 5.1k | 40.86 |
2023-06-30 | $218k | 5.1k | 42.68 |
2022-12-31 | $211k | 5.1k | 41.24 |
2022-09-30 | $206k | 5.1k | 40.26 |
2022-03-31 | $246k | 5.1k | 48.52 |
2021-12-31 | $243k | 5.1k | 47.93 |
2021-09-30 | $235k | 5.1k | 46.35 |
2021-06-30 | $230k | 5.1k | 45.36 |
2020-12-31 | $153k | 5.1k | 30.18 |
2020-09-30 | $119k | 5.1k | 23.47 |
2020-06-30 | $130k | 5.1k | 25.53 |
2020-03-31 | $178k | 6.2k | 28.75 |
2019-12-31 | $333k | 6.2k | 53.78 |
2019-09-30 | $312k | 6.2k | 50.39 |
2019-06-30 | $293k | 6.2k | 47.32 |
2019-03-31 | $305k | 6.3k | 48.32 |
2018-12-31 | $285k | 6.2k | 46.03 |
2018-09-30 | $325k | 6.2k | 52.49 |
2018-06-30 | $343k | 6.2k | 55.39 |
2018-03-31 | $325k | 6.2k | 52.49 |
2017-12-31 | $376k | 6.2k | 60.72 |
2017-09-30 | $288k | 5.2k | 55.23 |
2017-06-30 | $245k | 4.4k | 55.25 |
2017-03-31 | $247k | 4.4k | 55.71 |
2016-12-31 | $255k | 4.6k | 55.03 |
2016-09-30 | $205k | 4.6k | 44.24 |
2016-06-30 | $219k | 4.6k | 47.26 |
2016-03-31 | $99k | 4.8k | 20.60 |
2015-12-31 | $248k | 4.6k | 54.27 |
2015-09-30 | $234k | 4.6k | 51.20 |
2015-06-30 | $257k | 4.6k | 56.24 |
2015-03-31 | $25k | 4.6k | 5.38 |
2014-12-31 | $252k | 4.6k | 55.14 |