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Wells Fargo & Company shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $430k 8.7k 49.22
2023-09-30 $356k 8.7k 40.86
2023-06-30 $371k 8.7k 42.68
2023-03-31 $324k 8.7k 37.38
2022-12-31 $343k 8.3k 41.29
2022-09-30 $334k 8.3k 40.22
2022-06-30 $325k 8.3k 39.14
2022-03-31 $409k 8.4k 48.49
2021-12-31 $93k 1.9k 47.77
2021-09-30 $90k 1.9k 46.23
2021-06-30 $184k 4.1k 45.19
2019-12-31 $355k 6.6k 53.86
2019-09-30 $314k 6.2k 50.43
2019-06-30 $309k 6.5k 47.27
2019-03-31 $362k 7.5k 48.31
2018-12-31 $345k 7.5k 46.05
2018-09-30 $351k 6.7k 52.59
2018-06-30 $370k 6.7k 55.45
2018-03-31 $352k 6.7k 52.37
2017-12-31 $261k 4.3k 60.56
2016-09-30 $421k 9.5k 44.23
2016-06-30 $441k 9.3k 47.37
2016-03-31 $421k 8.7k 48.36
2015-12-31 $476k 8.7k 54.41
2015-09-30 $344k 6.7k 51.28
2015-06-30 $247k 4.4k 56.16
2015-03-31 $251k 4.6k 54.39
2014-12-31 $270k 4.9k 54.77
2014-09-30 $310k 6.0k 51.94
2014-06-30 $275k 5.2k 52.50