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Wells Fargo & Company shares owned by Accurate Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $901k 11k 84.46
2025-06-30 $773k 9.4k 82.35
2025-03-31 $528k 8.4k 62.52
2024-12-31 $582k 8.3k 70.00
2022-12-31 $68k 1.6k 42.36