Wells Fargo & Company shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $725k | 13k | 56.49 |
| 2024-06-30 | $762k | 13k | 59.39 |
| 2024-03-31 | $744k | 13k | 57.96 |
| 2023-12-31 | $639k | 13k | 49.22 |
| 2023-09-30 | $509k | 13k | 40.86 |
| 2023-06-30 | $532k | 13k | 42.68 |
| 2023-03-31 | $458k | 12k | 37.38 |
| 2022-12-31 | $503k | 12k | 41.29 |
| 2022-09-30 | $449k | 11k | 40.22 |
| 2022-06-30 | $431k | 11k | 39.12 |
| 2022-03-31 | $551k | 11k | 48.43 |
| 2021-12-31 | $570k | 12k | 48.01 |
| 2021-09-30 | $478k | 10k | 46.36 |
| 2021-06-30 | $452k | 10k | 45.28 |
| 2021-03-31 | $366k | 9.4k | 39.05 |
| 2020-12-31 | $270k | 9.0k | 30.13 |
| 2020-09-30 | $278k | 13k | 21.47 |
| 2020-06-30 | $365k | 14k | 25.63 |
| 2020-03-31 | $417k | 15k | 28.40 |
| 2019-12-31 | $975k | 18k | 53.80 |
| 2019-09-30 | $743k | 15k | 50.41 |
| 2019-06-30 | $663k | 14k | 47.31 |
| 2019-03-31 | $553k | 12k | 48.28 |
| 2018-12-31 | $560k | 12k | 46.09 |