Wells Fargo & Company shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 3.3k | 83.83 |
| 2025-06-30 | $292k | 3.6k | 80.12 |
| 2025-03-31 | $270k | 3.8k | 71.80 |
| 2024-12-31 | $279k | 4.0k | 70.24 |
| 2024-09-30 | $240k | 4.2k | 56.49 |
| 2024-03-31 | $251k | 4.3k | 57.96 |
| 2023-12-31 | $224k | 4.6k | 49.22 |
| 2023-06-30 | $223k | 5.2k | 42.68 |
| 2023-03-31 | $203k | 5.4k | 37.38 |
| 2022-12-31 | $242k | 5.9k | 41.34 |
| 2022-09-30 | $246k | 6.1k | 40.22 |
| 2022-06-30 | $244k | 6.2k | 39.20 |
| 2022-03-31 | $305k | 6.3k | 48.52 |
| 2021-12-31 | $314k | 6.5k | 47.98 |
| 2021-09-30 | $337k | 7.3k | 46.39 |
| 2021-06-30 | $374k | 8.3k | 45.26 |
| 2021-03-31 | $356k | 9.1k | 39.07 |
| 2020-12-31 | $272k | 9.0k | 30.15 |
| 2020-09-30 | $221k | 9.4k | 23.52 |
| 2020-06-30 | $214k | 8.4k | 25.55 |
| 2018-06-30 | $54k | 955 | 56.54 |
| 2018-03-31 | $50k | 955 | 52.36 |
| 2017-12-31 | $75k | 1.2k | 62.24 |