Wells Fargo & Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $351k | 5.0k | 70.24 |
| 2024-09-30 | $257k | 4.5k | 56.49 |
| 2024-06-30 | $270k | 4.5k | 59.38 |
| 2024-03-31 | $298k | 5.1k | 57.96 |
| 2022-03-31 | $233k | 4.8k | 48.38 |
| 2021-12-31 | $726k | 15k | 48.00 |
| 2018-12-31 | $206k | 4.5k | 46.13 |
| 2018-09-30 | $236k | 4.5k | 52.48 |
| 2018-06-30 | $237k | 4.3k | 55.40 |
| 2018-03-31 | $271k | 5.2k | 52.44 |
| 2017-12-31 | $336k | 5.5k | 60.74 |
| 2017-09-30 | $367k | 6.6k | 55.22 |
| 2017-06-30 | $326k | 5.9k | 55.47 |
| 2017-03-31 | $334k | 6.0k | 55.65 |
| 2016-12-31 | $313k | 5.7k | 55.13 |
| 2016-09-30 | $273k | 6.2k | 44.21 |
| 2016-06-30 | $304k | 6.4k | 47.34 |
| 2016-03-31 | $309k | 6.4k | 48.30 |
| 2015-12-31 | $282k | 5.2k | 54.40 |
| 2015-09-30 | $266k | 5.2k | 51.31 |
| 2015-06-30 | $284k | 5.0k | 56.30 |
| 2015-03-31 | $376k | 6.9k | 54.41 |
| 2014-12-31 | $316k | 5.8k | 54.80 |
| 2014-09-30 | $301k | 5.8k | 51.94 |
| 2014-06-30 | $377k | 7.2k | 52.50 |
| 2014-03-31 | $318k | 6.4k | 49.74 |
| 2013-12-31 | $402k | 8.9k | 45.42 |
| 2013-09-30 | $377k | 9.1k | 41.31 |
| 2013-06-30 | $379k | 9.2k | 41.26 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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