Wells Fargo & Company shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by HHM 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 HHM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $231k | 5.6k | 40.86 |
2023-06-30 | $241k | 5.6k | 42.68 |
2023-03-31 | $211k | 5.6k | 37.38 |
2022-12-31 | $226k | 5.5k | 41.29 |
2022-09-30 | $220k | 5.5k | 40.21 |
2022-06-30 | $281k | 7.2k | 39.15 |
2022-03-31 | $344k | 7.1k | 48.45 |
2021-12-31 | $91k | 1.9k | 48.05 |
2021-09-30 | $32k | 694 | 46.11 |
2021-06-30 | $46k | 1.0k | 44.83 |
2021-03-31 | $40k | 1.0k | 38.99 |
2020-12-31 | $25k | 827 | 30.23 |
2020-09-30 | $24k | 1.0k | 23.37 |
2020-06-30 | $29k | 1.1k | 25.48 |
2020-03-31 | $27k | 938 | 28.78 |