Wells Fargo & Company shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Alliance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Alliance Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $734k | 10k | 70.24 |
2024-09-30 | $593k | 11k | 56.49 |
2024-06-30 | $611k | 10k | 59.39 |
2024-03-31 | $647k | 11k | 57.96 |
2023-12-31 | $547k | 11k | 49.22 |
2023-09-30 | $458k | 11k | 40.86 |
2023-06-30 | $476k | 11k | 42.68 |
2023-03-31 | $416k | 11k | 37.38 |
2022-12-31 | $446k | 11k | 41.29 |
2022-09-30 | $457k | 11k | 40.18 |
2022-06-30 | $472k | 12k | 39.16 |
2022-03-31 | $592k | 12k | 48.47 |
2021-12-31 | $491k | 10k | 47.99 |
2021-09-30 | $481k | 10k | 46.37 |
2021-06-30 | $500k | 11k | 45.26 |
2021-03-31 | $419k | 11k | 39.07 |
2020-12-31 | $275k | 9.1k | 30.17 |