Wells Fargo & Company shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Delos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Delos Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.6k | 79 | 57.96 |
2023-12-31 | $2.5k | 50 | 49.22 |
2023-09-30 | $2.1k | 50 | 41.30 |
2023-06-30 | $2.1k | 50 | 42.68 |
2023-03-31 | $1.9k | 50 | 37.38 |
2022-12-31 | $2.1k | 50 | 41.28 |
2022-09-30 | $2.0k | 50 | 40.00 |
2022-03-31 | $12k | 250 | 48.00 |
2021-12-31 | $12k | 250 | 48.00 |