Wells Fargo & Company shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $127k | 2.2k | 57.96 |
| 2023-12-31 | $108k | 2.2k | 49.22 |
| 2023-09-30 | $90k | 2.2k | 40.86 |
| 2023-06-30 | $94k | 2.2k | 42.68 |
| 2023-03-31 | $82k | 2.2k | 37.38 |
| 2022-12-31 | $76k | 1.9k | 41.29 |
| 2022-09-30 | $74k | 1.9k | 39.98 |
| 2022-06-30 | $73k | 1.9k | 39.44 |
| 2022-03-31 | $90k | 1.9k | 48.62 |
| 2021-09-30 | $90k | 1.9k | 46.61 |
| 2021-06-30 | $87k | 1.9k | 45.05 |
| 2021-03-31 | $72k | 1.9k | 38.84 |
| 2020-09-30 | $76k | 3.2k | 23.63 |
| 2020-06-30 | $109k | 4.2k | 25.68 |
| 2020-03-31 | $124k | 4.3k | 28.60 |
| 2019-12-31 | $231k | 4.3k | 53.82 |
| 2019-09-30 | $215k | 4.3k | 50.49 |
| 2019-06-30 | $195k | 4.1k | 47.36 |
| 2019-03-31 | $197k | 4.1k | 48.26 |
| 2018-12-31 | $304k | 6.6k | 46.06 |
| 2018-09-30 | $335k | 6.4k | 52.58 |
| 2018-06-30 | $336k | 6.1k | 55.45 |
| 2018-03-31 | $355k | 6.8k | 52.36 |
| 2017-12-31 | $388k | 6.4k | 60.75 |
| 2017-09-30 | $306k | 5.6k | 55.09 |
| 2017-06-30 | $274k | 5.0k | 55.31 |
| 2017-03-31 | $274k | 4.9k | 55.60 |
| 2016-12-31 | $270k | 4.9k | 55.06 |
| 2016-09-30 | $158k | 3.6k | 44.16 |
| 2016-06-30 | $174k | 3.7k | 47.35 |
| 2016-03-31 | $264k | 5.5k | 48.42 |
| 2015-12-31 | $294k | 5.4k | 54.38 |
More positions owned by Jackson, Grant Investment Advisers
View all positions for Jackson, Grant Investment Advisers