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Wells Fargo & Company shares owned by Iams Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 36k 54.72
2023-12-31 $1.9M 39k 49.22
2023-09-30 $1.7M 42k 40.86
2023-06-30 $3.4M 79k 42.45
2023-03-31 $1.4M 37k 37.45
2022-12-31 $853k 21k 41.29