Wells Fargo & Company shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 25k | 57.96 |
| 2023-12-31 | $1.3M | 27k | 49.22 |
| 2023-09-30 | $1.3M | 33k | 40.86 |
| 2023-06-30 | $1.6M | 37k | 42.68 |
| 2023-03-31 | $1.4M | 36k | 37.38 |
| 2022-12-31 | $1.5M | 36k | 41.29 |
| 2022-09-30 | $1.6M | 39k | 40.22 |
| 2022-06-30 | $1.4M | 36k | 39.16 |
| 2022-03-31 | $1.7M | 35k | 48.46 |
| 2021-12-31 | $1.7M | 36k | 47.99 |
| 2021-09-30 | $1.7M | 37k | 46.41 |
| 2021-06-30 | $1.4M | 32k | 45.29 |
More positions owned by Trinity Financial Advisors
View all positions for Trinity Financial Advisors